Tuesday, December 23, 2014

See How Santa Claus Can Use VisitBasis to Plan and Track Christmas Deliveries!

Yesterday we sent out our Holiday card and we got many questions on how Santa and his North Pole Elf team could actually use VisitBasis to plan and track Christmas deliveries. So we decided to make the following video to show it. 

Enjoy, and Happy Holidays!


Give your business the gift of effective visit planning and tracking.
Create your free account today at www.visitbasis.com!

Friday, December 5, 2014

VisitBasis Launches New Version in Spanish and Portuguese with Additional Features

New capabilities include GPS verification of visits and tasks performed, as well as the ability to generate photo reports

Miami, FL - VisitBasis has just released a new version of its field activity and visit management system.

This new version is available in Spanish and Portuguese, in addition to the already existing English and Russian environments, for both its browser-based office interface and its mobile app. It comes as an answer to the requests of VisitBasis growing customer base both in the United States and in Latin America.

Additionally, this release comes with extended features:

GPS Validation of Visits and Tasks
Visit Details/GPS window on VisitBasis with GPS Confirmation
Previous versions of VisitBasis Retail Execution already had extensive GPS monitoring capabilities. Now their developers made it easy to access confirmation that the visits and tasks assigned to a rep were performed at the customer location they were supposed to be. This helps in the detection of fraudulent check-ins and in the correctly mapping of field issues and activities.

Photo Reports
Visit photo reports can be easily generated in this new version of VisitBasis Retail Execution. Managers have the option to see a report with the photos taken at any single visit by simply clicking on a report link on the visit summary screen or they can generate a photo report for any single or set of users and/or customers through VisitBasis’ reporting tool. These reports can then be saved as PDFs, printed, or shared with other people. See the video below (or click here) for a walkthrough of the VisitBasis Photo Reports.



VisitBasis Retail Execution is a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field activities, including merchandising, field marketing, field sales, auditing, inspections, mystery shopping, surveying, POS asset management, training, sampling, and product demonstrations, among others.

Thursday, December 4, 2014

6 Steps for Conducting a In-Store Audit Using Retail Audit Software


In a highly competitive environment it’s critically important for the retailers to plan and apply coordinated strategies. To assess success a retail strategy needs to be regularly monitored, evaluated and revised if necessary. Regular retail audits allow to investigate a company's goals and strategy and also give you a reading on customers’ reactions to your product that translate into their satisfaction and loyalty.

A retail audit checklist allows you to organize your walk-through. You should not forget that this is just one element of a retail auditing strategy as an ongoing, integrated process of interrelated steps. Therefore retail audit checklists should be created considering all the stages of a typical retail audit process. So before building a retail audit checklist make sure that you took into account the following steps.

The first step is to decide who will be responsible for retail audits performance. Retail audits can be conducted using a company’s workforce, or they can be outsourced. Both ways have their own strengths and weaknesses. In first case due to the lack of experience a company can face the inaccuracy of performance standards, the collection of incorrect data, the time commitment and the unexperienced management.

The second option is to use the services of third-party organizations (advertising, marketing, consulting and BTL agencies) to organize retail-auditing process for you company. The disadvantages of this option are the costs, the poor cooperation between managers, loosing part of retail audit data, fraudulent reports, time gaps between a store visit and appropriate company's actions.

Keep in mind that the development of mobile technology allows companies to conduct their own retail audits with highly professional approach to the auditing process. Gathering audit data using retail audit software allows retailers to conduct retail audits in a more efficient and cost-effective way.

The second step is to determine when and how often retail audits are conducted. The schedule of visits can vary greatly from one company to another and is determined by the specific of each organization’s business processes. Retail audit software allows companies easily organize the schedule of visits for any period of time and improve your field team bottom-line by reducing their time traveling to appointments, planning routes and accessing information.

The third step is setting the areas to be audited. Decide on the type of audit and determine its purposes. Type of an audit determines the content of the retail audit checklist tasks and questions. It can be a store interior audit, a merchandising audit, a safety audit, a loss-prevention audit and so on. A horizontal audit covers a retailer's overall strategy and performance issues. A vertical audit allows to evaluate in detail one element of a company's strategy.Tasks included in the list can cover the following issues:
  • Merchandising (in-store location, the number and positions on shelf facings, price compliance, stock availability and etc.).
  • Quality of service
  • Store equipment
  • Promotions and POS-materials
  • Storage conditions
The fourth step is actually developing audit tasks. Consider the retail audit checklist’s basic information, including task titles, store name and location, field reps names, data forms. Keep in mind, that you can automate store visits basic information using retail audit software. In this case all information is derived from the corporate database and the schedule for field reps is built using customized tasks for each visit.
Think out questions and tasks for field reps. Group questions into tasks and set up retail audit checklist according to the natural course of the visit (from the store window through the isles to the back of store and inventory) to save time.

To clearly define the desired results of retail visits illustrate the tasks if possible. Up-to-date retail audit software allows you to communicate clearly with your reps attaching images, PDFs, videos and multimedia materials to task templates. You can also provide different types of answers for retail audit tasks including photo-report, text, number, multiple-choice answer, and electronic signature.

The fifth step of the retail auditing process is performing the audit. Today you can perform retail store audits with ease using just your tablet or smartphone. Most field representatives already have one of these devices so you don't need to spent money on hardware or software license purchase. Simply have them upload a retail audit app with a customizable retail audit forms, and start receiving real-time, highly accurate retail audit data.
Adopting retail audit software provides automating store data collection using mobile devices, minimizing mistakes and avoiding awkward data re-entry.

The sixth step is reporting results to management.
Fraudulent check-ins by field merchandisers and reps is one of the most common issues faced by the business and up until recently difficult to deal with, since noticing something wrong meant going in detail through loads of paperwork. Retail audit software virtually eliminates fraudulent check-ins among retail audit teams by allowing supervisors to track and monitor each field rep's activities in real time and by GPS and time-stamping every activity.

Retail audit software solutions provide team leaders with an opportunity to receive instant reports and manage operational priorities in real time. The web-based dashboards and reports help you identify productive employees and perform workflow analysis, taking informed strategic decisions using reliable up-to-date data.
To learn more about how to automate your retail audits visit www.visitbasis.com.



Wednesday, December 3, 2014

Territory Management is not an Option for Outside Sales

Territory management is an essential part of any field sales management job. However, even best-selling CRM systems overlook this important tool, or the feature is “not enabled by default” or “optional” (i.e. more expensive).

Mapping capabilities give field operations and outside sales managers the ability to view customers on a map and assign them to reps, taking the guesswork out of territory management, but is considered a “premium” feature.

There are many field activity management tools on the market these days and many of them have, in addition to standard territory management, CRM capabilities and/or the possibility to connect with existing CRMs through APIs and export/import.

When shopping for a field activity management system, companies must consider the ease of assigning territories to outside reps. Take a look at this video an see how straightforward it is to assign territories on VisitBasis Retail Execution, the only pay-as-you-go of such systems on the market:


VisitBasis Retail Execution is a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field activities, including field sales, merchandising, field marketing, auditing, inspections, mystery shopping, surveying, POS asset management, training, sampling, and product demonstrations, among others.

See for yourself how VisitBasis makes territory management a breeze: sign up today!

Thursday, November 6, 2014

How to Make the Most from the Challenges Facing Mobile In-Store Execution

The business of in-store merchandising and execution has modernized dramatically with the recent advances in mobile technology and the development of field activity management systems.

Despite new technologies, however, many challenges still remain in coordinating field teams and collecting relevant data, including fraudulent check-ins, network coverage issues, and device compatibility.

Therefore, if a mobile field activity management system is to really work for retail execution and merchandising business, it needs to address such challenges accordingly.

VisitBasis Retail Execution is a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field and in-store activities, including merchandising, field marketing, outside sales, auditing, mystery shopping, POS asset management, and product demonstrations, among others.

VisitBasis deals with the modern in-store execution challenges in the following ways:

  • Fraudulent check-ins: VisitBasis mobile app does not have a check-in/check-out button. It automatically detects via GPS the field rep’s location and every activity will be geo and time-stamped so managers can be sure that the tasks were performed at the intended location.
  • Network coverage issues: There are still many blind spots in mobile network coverage, especially inside buildings. VisitBasis works both online and offline, so field reps can perform the tasks assigned to them offline and then the system will synchronize automatically once a connection is established.
  • Device compatibility: VisitBasis Retail Execution is compatible with most mobile devices on the market, including iPhones, iPads, Android smartphones and tablets. This BYOD (bring your own device) strategy means field reps can use their own mobile device (and save in equipment costs and training) as well as rely on back-up equipment, should the need arise.

See for yourself how VisitBasis Retail Execution can help with your organization: sign up today!

Tuesday, November 4, 2014

Mobile Enablement: A Checklist for Effective Field Activity Management Systems

Managing field reps is one of the most time and effort-consuming activities in any business. Surprisingly, many management tasks are still being done the old-fashion way: Hand-written orders, phone calls to check on location or customer status, daily e-mail or phone recaps with each rep, and so on.

Mobile enablement of field sales and marketing teams greatly improves communications and workflow between management and field reps. When properly implemented, it streamlines processes and makes it easier for management to get timely field information, leading to better decision-making.

Likewise, field reps will benefit from much increased in-store or customer-facing time as well as reduced paperwork and issues due to miscommunication.

Therefore, an effective mobile enablement system for field reps must possess the following features:
  • Compatibility with numerous mobile devices (BYOD)
  • Real-time GPS tracking and monitoring 
  • Route optimization
  • Territory management
  • Call scheduling
  • Task assignment
  • CRM and product catalogue
  • Mobile ordering
  • Support for multimedia file attachments
  • Easy to use and cost-effective

VisitBasis Retail Execution is a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field activities, including field sales, merchandising, field marketing, auditing, inspections, mystery shopping, surveying, POS asset management, training, sampling, and product demonstrations, among others.

Friday, October 31, 2014

Small Businesses are the Big Winners with On-Demand SaaS

One hardly knows all the expenses that will be incurred when starting up their own business… There is so much to think about, so much to plan: Where will the business be located, how many employees should be hired, what equipment needs to be purchased, and – most importantly – is there enough money for everything?

Normally the last thing on the small business owner’s mind will be software, if the business is not technology-related. Unfortunately, many small businesses end up loosing productivity or revenue potential due to the prohibitive cost of software licenses.

Software as a Service (SaaS) changed the game. By charging a per-user monthly subscription, it became easier for small businesses to afford taking advantage of state-of-the-art software. However, this per-user monthly subscription could still add up to a hefty amount, dragging down the business net income.

On-Demand SaaS changes the game once more. Its pay-per-use model allows for businesses to adequately tailor the software use to their size, needs and budget. There is no huge investment on a software license, and there is no need to pay monthly for users that work on a part-time or occasional basis.

On-Demand SaaS business solutions are just starting to show up on the market, and one of them is VisitBasis Retail Execution, a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field activities, including field sales, merchandising, field marketing, auditing, inspections, surveying, training, sampling, and product demonstrations, among others. It charges $0.20 per executed visit with no extra monthly charges, so the cost of using this advanced software solution is proportional to the size of the business using it.

Thursday, October 30, 2014

Sustainability and Mobile Technology in Retail Execution

"Sustainability" seems to be the word of the moment and every day more and more businesses are claiming that their processes are sustainable.

But what does this mean for retail execution? How can merchandising and mystery shopping agencies, food brokers, retail sales and marketing companies, and other businesses in the industry up their sustainability efforts and make a real difference when it comes to conserving resources?

They can start by adopting a mobile retail execution platform that meet the following criteria:
  1. Effective mobile data collection
    By allowing field reps to perform in-store activities on smartphones or tablets, businesses can virtually eliminate field paperwork and save on paper and printing.
  2. Choose a solution that includes scheduling and routing
    Route optimization will save time and gas for businesses, since field reps will spend more time in stores performing their assigned activities than on the road traveling.
  3. Choose a BYOD mobile solution
    By choosing a bring-your-own-device mobile data collection solution, businesses will allow field reps to use their own smartphones and tablets to execute field tasks and save on equipment.
VisitBasis Retail Execution is a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field activities, including merchandising, field marketing, field sales, auditing, inspections, mystery shopping, surveying, POS asset management, training, sampling, and product demonstrations, among others.

Friday, October 24, 2014

A Framework to Make the Most of Your Field Data Collection

In these days of limited everything (budgets, time, etc.) one needs to make the most of all available resources to get as much as possible out of their efforts.

When it comes to field data collection, it is imperative to have a framework that promotes efficiency in all steps of the process, from having the right people to perform the field work to acting on the results revealed by the process.

VisitBasis Retail Execution provides organizations with a framework of efficiency that helps improve their data collection process and extract actionable information out of said collected data.

  1. BYOD – Bring Your Own Device allows organizations to have a large pool of per-job or seasonal workers available for them to choose from, since VisitBasis works on most mobile devices and is easily downloadable from the App Store or Google Play.
  2. On-Demand – VisitBasis is an on-demand solution, meaning that organizations will only pay for the visits actually executed and don’t need to waste valuable resources with software licenses or subscriptions.
  3. Bulk Assigning and Scheduling - With VisitBasis it is easy for office supervisors to quickly assign tasks and schedule visits in bulk, eliminating repetitive work.
  4. Shorter Routes – VisitBasis’ Route Planning tool allows field reps to quickly calculate the shortest route between customers, meaning they spend less time driving and more time working.
  5. Real-Time Monitoring – Office-based supervisors can see in real time where every single one of the field reps are and what they are doing, allowing organizations to quickly spot and act on incoming field information, like unexpected out-of-stocks or fraudulent check-ins.
  6. Cloud Reliability - VisitBasis runs on Google Cloud, a solid and robust environment that you can count on for the best service availability even if your company is multinational and runs in different countries and time zones.
VisitBasis Retail Execution is a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field activities, including merchandising, field marketing, field sales, auditing, inspections, mystery shopping, surveying, POS asset management, training, sampling, and product demonstrations, among others.


Tuesday, October 21, 2014

Why Mobile Data Collection by Itself is Not Enough

Much has been written lately about mobile data collection and how it is changing the way companies are doing business, especially when planning their marketing and promotional efforts. However, what any type of data collection leads to is normally just what its own name implies: a whole bunch of data.

Navigating though all the data obtained can be quite exhausting and unfruitful, and therefore any mobile data collection solution must, more than the data itself, extract actionable information.

This is why the way the information is presented in these systems is so important: Plot it in unfiltered spreadsheets and the user gets lost in a bunch of numbers and letters; aggregate it in excessively colorful graphs and visual tools and suddenly the looks cloud the user’s judgment, blocking his/her decision-making.

Actionable information extracted from mobile data collection seems to work best when presented in several ways:

  1. On a real-time map, allowing the monitoring user (supervisor, manager, executive) to view mobile user’s geo and time-stamped information. This allows the monitoring user to make on-the-spot decisions and properly manage territories and routes. 
  2. On a detailed user-level visit execution status window that contains all information pertaining to the data collection tasks. This window should also allow monitoring users to make last-minute changes such as assigning additional tasks for each visit (i.e. requesting POS manager input for unexpected out-of-stock). It also advises managers of excessive idle time or fraudulent check-ins among field reps.
  3. By building reports with several filtering options in order to generate spreadsheets with useful and readable data that can be transformed into charts, forms, and other printable and presentable formats.

VisitBasis Retail Execution is a complete mobile data collection solution designed to build, schedule and monitor field team activities in real time. It provides tools for all types of field activities, including merchandising, field marketing, field sales, auditing, inspections, mystery shopping, surveying, POS asset management, training, sampling, and product demonstrations, among others.

See for yourself how VisitBasis can help with your organization obtain actionable information from its data collection efforts: sign up today!

Wednesday, September 24, 2014

Pay-As-You-Go Software = Ticket to Savings

In yesterday’s post “Pay-As-You-Go: The New Approach to SaaS” we talked about the advantages of pay-as-you-go charges versus the traditional per user/month system and all the extras one has to pay for when using a subscription-based software service.

But how does VisitBasis’ new pay-per-use system for its Mobile Retail Execution and Merchandising Tool translate into savings for real-life businesses?

mobile retail execution, mobile merchandising, mobile field marketingLet’s see two case studies.*

Small business in the food sector:
  • 1 office-only user – owner 
  • 1 mobile user – sales/field marketing
  • Average of 4 visits/business day
  • Competition monthly cost: $60 (2 users)
  • VisitBasis cost for 88 visits: $17.60
  • Monthly savings: $43.40

Regional food broker - sales and marketing agency:
  • 4 office-only users – sales and operations management, merchandising, admin
  • 15 regular mobile users – retail execution team
  • 3 seasonal/temporary mobile users
  • Average of 7 visits/mobile user/business day
  • Competition monthly cost: $660 (22 users)
  • VisitBasis cost for 2310 visits: $462
  • Monthly savings: $198
Additionally, with VisitBasis there is no need to invest in equipment: BYOD (bring your own device) means mobile users can use their own iOS or Android smartphones or tablets.

See how VisitBasis can help your business grow while saving - sign up today and get $50 in visit credits!

*Case study parameters: 22 business days per month, competition monthly cost of $30 per user.

Tuesday, September 23, 2014

Pay-As-You-Go: The New Approach to SaaS

In the new world of SaaS (Software as a Service) it seems very convenient to think of software licenses as monthly subscriptions. However, one can quickly loose track of what is being paid for, especially when these subscriptions feel like a good deal in comparison to paying the full software license upfront.

This is why VisitBasis developed the new and innovative pay-as-you-go approach to its mobile retail visit planning and management tool. With this new payment system, customers are only charged for visits actually started, at the rate of $0.20 per visit, with no minimums.

For customers of all sizes this can translate into significant savings comparing to the traditional pay-per-month approach, since they will only be paying for active users and their usage and not for office-only/admin users and idle periods (such as weekends, holidays, configuration and setup, etc).

See in the below chart a comparison between VisitBasis’ pay-as-you-go and the traditional pay-per-month systems:


Read VisitBasis' press release on their new pay-as-you-go system.

Visit www.visitbasis.com to learn more.

Friday, September 19, 2014

VisitBasis - the Only Pay-As-You-Go Retail Execution Solution on the Market!

VisitBasis has just launched its pay-as-you-go payment system, turning its comprehensive mobile platform into the only pay-per-use Retail Execution and Merchandising solution on the market.

Read our full press release.

pay-as-you-go merchandising, pay-as-you-go retail execution, pay-as-you-go field marketingNow users will only pay for the visits actually started, at a rate of $0.20 per visit. This means:

  • No licenses or contracts.
  • No full-month payment per user.
  • No charge for office-only admin users.
  • Full flexibility on the number of users - temporary or seasonal users can be added or removed at any time.
  • Unlimited number of devices per user.



VisitBasis Unveils the Only Pay-As-You-Go Mobile Retail Execution Solution on the Market

Innovative pay-per-use system allows for greater budget flexibility by charging on a per-visit basis and doing away with license and subscription costs.

Miami, Florida (PRWEB) September 19, 2014

VisitBasis web interface Account tab, with the new pay-as-you-go system.
Up until now, Retail Execution and Merchandising professionals had only two payment options when it came to automating their field team activities: They could either invest a considerable amount in a software license (which sometimes lasts for only one year) or they could pay a monthly per-user fee. Both options have been proven inconvenient, not only because of budget constraints but also due to the frequent account issues resulting from user turnover, especially when one considers that Retail Execution and Merchandising is a fast-moving industry that sometimes relies on seasonal or temporary field agents.

With that in mind, VisitBasis has launched the pay-as-you-go system for its mobile retail visit planning and management app. Now users pay only for visits actually started, at a rate of $0.20 per visit, and they can add credits to their accounts at any time. Additionally, VisitBasis is currently giving $50 worth of visits (equivalent to 250 visits) for new users to test its solution.
“We designed this new payment system with businesses of all sizes in mind”, says Sergey Gorbunov, CEO and President of VisitBasis. “While small business owners will have increased budget flexibility, large field marketing operations will no longer have to deal with account issues caused by user turnover.”

VisitBasis is a mobile retail visit planning and management system, consisting of a mobile app for field agents and a web interface for management and supervisory staff. The app works on iPhones, iPads, Android smartphones and tablets and is available for download on the Apple Store and Google Play.

To learn more about VisitBasis or to sign up for a free account, visit http://www.visitbasis.com.

About VisitBasis Tech, Llc. 
VisitBasis is a B2B software-as-a-service (SaaS) company specialized in the development of cost-effective, cutting-edge and comprehensive mobile solutions that aim to increase sales and reduce costs, improving the bottom-line of businesses that rely on field professionals. The key benefit of VisitBasis app is to optimize retail execution, merchandising, field marketing, mobile data collection, retail audits, territory management, sales rep planning, tracking sales, mobile staff management, electronic product catalog, sales enablement, among others, especially in the consumer product goods (CPG) and fast-moving consumer goods (FMCG) industries.

Thursday, September 18, 2014

VisitBasis – Built for Businesses of All Sizes

Any small business owner can tell how costly it is to start up a new company, and the costs that are incurred in addition to producing the actual product one wants to sell. So it is hard to justify investing hundreds (or thousands!) of dollars a year in one piece of software, even though it would help with order placement and the improvement of product presentation at the point-of-sale, which could lead to more sales.

VisitBasis is a complete in-store execution and merchandising tool, and it was designed with businesses of all sizes in mind.

For small businesses, VisitBasis offers, among others:

  • Easy to configure web interface, straightforward app, no software installation or deployment necessary – no need for IT department or consultant.
  • Scalability – VisitBasis was designed to grow with you and your budget. A homemade gourmet food operation could start-up with only one person in charge of everything and probably with an irregular schedule of retail visits, so it will only pay for the visits this one person makes. No software licenses, no minimum number of users, no full-month payment, all the advanced tools and features that VisitBasis offers to help this small business analyze and improve its in-store execution, leading to increase in sales and company growth. 
  • No need to invest in expensive hardware and training – VisitBasis is cross-platform and works seamlessly across iPhones, iPads and Android smartphones and tablets, so your field reps can bring the devices that they already own and know how to operate. 
For large corporations or field marketing operations, VisitBasis is a powerful and complete tool, with all the advanced features required for effective retail execution and merchandising:

  • It supports an unlimited number of divisions, unlimited number of users - each with its individual security level, and thousands of SKUs.
  • Easy to connect with enterprise systems either through Excel XML file export/import or through Rest API.
  • Additionally, VisitBasis runs on Google Cloud, providing a safe and robust environment able to handle large amounts of data traffic and is also the most reliable in terms of service availability, even if your business works across several countries. 

See for yourself what VisitBasis can do for your business - sign up today for a free account! 

Wednesday, September 17, 2014

Take Full Advantage of the Latest Cloud and GPS Technologies with VisitBasis


What if you could be in the field “virtually”, knowing where your field reps are and what visits and tasks they have completed for the day?

With VisitBasis you can.

VisitBasis makes use of the latest Cloud and GPS technologies and puts them to work for trade marketers, merchandisers and sales managers:

  • With real-time dashboard, map and reporting you track all visits and tasks being performed by each one of your mobile agents, and every single activity is time and geo-stamped.
  • GPS technology is also a key element to increasing rep productivity: with tools like Route Optimization your reps will spend more time on visits and less time on the road.


cloud merchandisng app, cloud retail execution app, cloud sales app, cloud field marketing app



  • VisitBasis runs on Google Cloud, a solid and robust environment that you can count on for the best service availability even if your company is multinational and runs in different countries and time zones.
  • Being on the Cloud also makes it possible for reps to work on VisitBasis offline, and the system will automatically synchronize once an Internet connection is established.


Sign up today for a free account and see what VisitBasis can do for you! www.visitbasis.com

Tuesday, September 16, 2014

BYOD with VisitBasis - Not Only Cost-Saving but also a Time-Saving Solution

BYOD, bring your own device, byod retail execution app, byod merchandising app, byod sales app, byod app for retail visits
Retail Execution and Merchandising is a fast-moving business, having no time to waste with issues such as lack of field rep productivity. With tools such as advanced task setting, visit verification, route planning and ordering, VisitBasis allows for a dynamic workflow and improved communication between management and field agents.

With the high turnover rate of some areas of the business, especially the ones that call for seasonal work, it is very costly to provide equipment for every single field agent, not only due to gadget price but also the time that goes into training. VisitBasis provides a uniform interface across most smartphones and tablets available today on the market, so mobile agents can bring their own devices - the ones they are already used to operating.

Summarizing, with VisitBasis:

  • No need to invest in costly equipment - field agents can bring their own devices. VisitBasis works seamlessly accross iPhones, iPads, and Android smartphones and tablets. 
  • No training necessary - VisitBasis’ intuitive and user-friendly interface works in the same way across most smartphones and tablets. 
  • Unlimited number of devices per user - if the field rep’s standard device breaks or runs out of battery, for instance, he can use any other device available to him (even borrowed!) to log into VisitBasis and complete his tasks for the day. 
  • Work offline, then synchronize automatically once the device goes online - VisitBasis works even on less sophisticated tablets with only wi-fi access. 

See how VisitBasis can improve your Retail Execution and Merchandising team productivity - Sign up Today!

Monday, September 15, 2014

What kind of Results can you Expect when you use VisitBasis?

Boost sales, boost market share, boost field rep productivity, boost results, optimize retail execution, manage field reps, boost ROI, boost return on investment, field rep time tracking, field rep activity tracking.
When you begin to use VisitBasis you will promptly realize that it is a high quality web interface and mobile app solution that will make all your retail execution operations a lot easier to task and organize utilizing the user-friendly dashboard, and that you can customize in as much or as little detail as you warrant necessary.

Immediately you will notice the following:
  • Boost Return on Investment 
    Sales will skyrocket as you mobilize your field team and empower them with essential tools and data that will increase daily productivity, retail visits, sales and customer relations.
  • Maximize Retail Visits Value By utilizing VisitBasis for retail execution and merchandising, field reps will significantly show improvement in coverage and task executions with VisitBasis bulk scheduling and task assigning feature. 
  • Manage your Field Reps EffectivelyWhen you implement VisitBasis into your daily operations - field reps will be able to use data collection features, which allows for team’s activities to be captured at all times. You will be able to analyze and monitor your sales reps’ performances and you can use your notes and observations for time sheet tracking, retail visit validation, training and more! 

As you can see, VisitBasis is all you need to keep track of your merchandising enterprise, field reps and store visit activities in real time.

Sales will increase as well as productivity, putting you in the lead!

Create an account with VisitBasis today and start taking full advantage of all the merchandising features that VisitBasis provides to empower you and your retail execution and sales team!

Start today!

Friday, September 5, 2014

Mobile Data Capture on Tablets and Smartphones using VisitBasis

Mobile Data Capture features are readily available for you and your merchandising operation when you use VisitBasis mobile app. Data capture is a feature that is paramount to the success of merchandisers and their field agents.

You will have access to the most advanced and progressive Mobile Data Collection features when you implement VisitBasis Merchandising Mobile app for all your retail execution needs. Tablet and smartphone Data Capture features will grant you the access to essential tools that are needed for high quality and successful retail visits.

VisitBasis - Mobile Data Capture Features:

  • Mobile Forms
    Convert field tasks with mobile forms for tablets and other mobile devices. Create your customized layout to include items like pictures, signatures, etc.
  • Workflow Process
    Manage and oversee all field work tasks and the development of workflows.
  • Offline Use
    Collect Data offline and sync automatically when internet services become available.
  • Data Integration
    Utilize API and XML Spreadsheets for enterprise synchronization.


VisitBasis - Mobile Data Capture features truly empower field reps with the necessary tools for retail visits in the palm of their hands.

Create your account with VisitBasis today and start reaping from the excellent and beneficial features that VisitBasis has to offer on their mobile retail execution app!

Wednesday, June 11, 2014

VisitBasis Launches New Version of Its App with Innovative “Route Optimization” Feature

New feature takes the guesswork out of route planning, adding one more advantage to its comprehensive field team management solution.

Miami, FL (PRWEB) June 11, 2014

VisitBasis new Route Optimization feature helps increase
sales by maximizing the number of daily customer visits.
VisitBasis has just launched version 1.5.31 of its field team management app on Apple Store and Google Play, which includes the advanced “Route Optimization” feature. It helps users increase revenues by improving the number of daily customer visits.

This new tool allows outside sales reps, merchandisers, service technicians, and other mobile professionals to automatically plan their customer rounds according to the best route calculated from the user’s initial position.

Instead of having to spend time planning who to visit first and where to go from there, with a click of a button and within seconds users will have displayed on their smartphone or tablet screens the most efficient route for the day, eliminating guesswork, wasted time and mileage between customers.

The new “Route Optimization” advanced feature adds to the already long list of benefits that VisitBasis offers. Among them are the ability to:

  • Automate scheduling and monitoring of mobile staff mapping and activities in real time;
  • Increase appointment effectiveness and shorten sales cycle by assigning personalized tasks and having product collaterals available at all times;
  • Request visit outcome data with customized surveys and task builder;
  • Collect customer’s signature, timestamp and geolocation;
  • Place orders and take returns with 1000s of SKUs;
  • Reduce costs in travel/paper and data entry errors. Simplify asset management;
  • Work online and offline and auto-syncing.

To learn more about VisitBasis or to sign up for an account, visit http://www.visitbasis.com.

About VisitBasis Tech, Llc. 
VisitBasis is a B2B software-as-a-service (SaaS) company specialized in the development of cost-effective, cutting-edge and comprehensive mobile solutions that aim to increase sales and reduce costs, improving the bottom-line of businesses that rely on field professionals. The key benefit of VisitBasis app is to optimize retail execution, merchandising, field marketing, mobile data collection, retail audits, territory management, sales rep planning, tracking sales, mobile staff management, electronic product catalog, sales enablement, among others, especially in the consumer product goods (CPG) and fast-moving consumer goods (FMCG) industries.

Wednesday, June 4, 2014

Welcome to VisitBasis

Field reps perform regular retail visits to help consumer packaged goods companies to stay competitive by making sure that their products are correctly displayed on shelves and also efficiently promoted and always in stock.
VisitBasis Mobile App gives field reps easy access to all merchandising and sales data and tools required to perform in-store activities and allows them to collect critical information for store performance analysis.

Meanwhile, the office supervisors can track all the field activities in real time using VisitBasis web-based dashboards and reports.

VisitBasis is the most open and cost-effective field data capture system. It is the only pay-as-you-go Retail Execution platform on the market.

www.visitbasis.com