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.