Thursday, April 30, 2015

Free Retail Data Collection Software

Gathering retail data allows companies to manage store performance in a more efficient and cost-effective way. Adopting a mobile data collection solution for retail execution enables manufacturers and retailers to perform their own retail audits so they can get a clear picture of retail conditions.

A comprehensive and easy to deploy software solution for retail data collection allows field reps to conduct retail audits using portable mobile devices. Field team managers instantly get real-time and precise data about retail performance and are able to quickly address any issues that arise. 

VisitBasis is a mobile data collection and field representative management software for businesses with field merchandising, field sales and store audits operations. It allows field operations managers to oversee all stages of the store audit, field merchandising and field sales processes, from assigning territories and scheduling visits/tasks to immediately retrieving results through VisitBasis online dashboard and reports.

Here are some examples of retail conditions that can be monitored using our retail data collection software:
  • In-store location and shelf placement
  • Product price
  • Voids and out-of-stocks
  • POS materials availability
  • Planogram compliance
  • Promotions and sampling
  • Competitor information
  • Store compliance to company’s standards
  • Customers opinion
  • Staff competence and behavior
  • Storage conditions and retail space cleanliness

In order to obtain a precise picture of retail conditions all the data collected at stores must be reported and analyzed properly. By virtue of VisitBasis data collection solution real-time reports are instantly available on-line in real time as retail visits take place. To supplement data collection with sophisticated data harmonization and aggregation, VisitBasis generates several types of analytic reports with info on user, customer, visit, task, order, timing and location information.

Real-time monitoring of data collection activities provides actionable insights for sales managers. The use of efficient and accurate data collection methods ensure statistically reliable results to understand the present and plan the future.

VisitBasis retail data collection software is extremely easy to deploy and deal with. And you can do it completely free. Just register account at, then download free VisitBasis Retail Execution App on Google Play or App Store and start working. Automate you retail data collection activities with VisitBasis to streamline your retail operations for greater profitability. 

Wednesday, April 29, 2015

Using Retail Data Analytics to Streamline Retail Operations

The retail success relies on the ability to analyze store performance data, collected during retail visits, and use it to make data-driven decisions. Retailers collect data at points of sale to ensure their products are properly priced and managed, to gain consumer loyalty and customer satisfaction. Using present-day mobile technologies for paperless data collection allows companies to gather real-time store data to streamline retail operations for greater efficiency and profitability. 

VisitBasis has developed an easy-to-use data collection solution that automates your field process giving you time to focus on your retail operations. VisitBasis uses the latest mobile technology to maximize the efficiency and effectiveness of retail data collection: your mobile reps will have all the information they need to succeed at their fingertips and you will be able to monitor the results in real time. Using VisitBasis software for data collection you are able to:

Configure forms, data and workflow
Great variety of mobile missions using all-in-one data collection app: Research shoppers, their consumption volume and customer satisfaction, in-store measurement, mystery shopping, location-based surveying and so on. 

Instantly aggregate store data 
Use VisitBasis real-time Dashboard and instant Reports to display data. No need to spend time on awkward data re-entry and paperwork. With VisitBasis you can immediately get sight of all the data collected at stores. 

Get exact data you need 
Use our Simple Query filters to select data by location, data, field reps names, photos, task answers and so on, to easily get the most significant information at the moment.

Access corporate data securely in the Cloud
Since VisitBasis is a Google Cloud implementation, you can count on the best service availability even if your company is multinational and runs in different countries and time zones. 

Provide role-based access to corporate data 
Control user access level with security roles to set up specific responsibilities for different users and teams to streamline your field teams work. 

Integrate retail data to your corporate software 
Export and import all your business information from/to VisitBasis as Excel files or connect directly with your back-office system. 

The use of efficient and accurate data collection methods ensure statistically reliable results to understand the present and plan the future. VisitBasis Mobile Data Collection App provides easy access to all tools required for paperless data collection. And you can get it completely free. Just register account at, then download free VisitBasis Retail Execution App on Google Play or App Store and start working. Automate you retail data collection activities with VisitBasis to focus on the things that really matter.

Monday, April 27, 2015

VisitBasis Introduces Innovative Reporting Capabilities

New version of retail audit and sales force automation software makes it easy for managers to view and sort through large volumes of field data

Miami, FL (PRWEB) April 27, 2015 - VisitBasis has just unveiled a considerable upgrade to its popular mobile data collection system that includes innovative reporting capabilities.

The main new feature on the VisitBasis Office browser-based app is Simple Query, a window where users can filter and sort data according to their needs at the click of a button.

Simple Query makes it easy for field operations and sales managers to quickly visualize relevant information such as orders placed or customers where reps recorded specific answers to survey questions. This means that they will not have to go through large amounts of data or export it to other software in order to locate the information they are looking for, saving time and speeding up decision-making.

Other features on the newest VisitBasis version include the Event Map window, where office users can see a summary of what is going on in the field, including the number and current position of active field reps, number of planned and completed visits and tasks, and duration of visits, among others.

Simple Query and Event Map add to the already long list of benefits that VisitBasis offers to its users. Among them are:
  • Pay-as-you-go - VisitBasis is the only mobile data collection solution that charges by the visit and not by user/month, eliminating license issues due to rep turnover.
  • Every mobile activity is GPS and time-stamped - Fraudulent check-ins become easy to detect and dealt with.
  • Customer Route optimization both on app and on management interface - Auditors and reps save travel time and fuel and companies save in expense reimbursements.
  • True offline/online capabilities - Mobile users are able to work offline and the system synchronizes once online.
  • Bring-your-own-device (BYOD) - Auditors and reps can use their own mobile devices so there is no need for companies to invest in additional hardware.
  • Available in English, Spanish, Portuguese and Russian.

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. For more information, visit

For the original version of the press release on PRWeb visit:

Friday, April 24, 2015

Field Marketing Software Solution: Overcoming the Challenges of Field Force Management

Managing field teams has become highly complicated, with a significant number of people, processes and actions to oversee. Field marketing managers constantly face great number of challenges including weak feedback, slow data workflow, significant time gaps between field marketing events and appropriate company’s actions, data errors and lost paperwork, fraudulent reports and so on.

The good news is that today mobile technologies provide solutions for all the challenges identified and even more! Using field service management software for standard mobile devices, we all are already used to, allow field team managers to effectively organize and control sales reps on the go.

In the previous article we identified the benefits of field marketing software. The purpose of this article is to consider the common challenges field team managers face and to describe the ways field service software can help solve these challenges while improving productivity of field reps and reducing costs. 

In the table below there is the list of typical challenges field marketing managers face to, and the features provided by field service management software to solve the issues.

Field Service Management: Challenges and Solutions

Scheduling and time-planning challenges (a rep can’t find customer’s location, got sick and must be substituted)
Planning visits in bulk or individually;
Rescheduling appointments on the go;
Adding visits and tasks during a day from web-application by office managers or by field reps themselves;
Customer’s locations on the map; Field reps GPS-monitoring on the map
Getting inaccurate or undue information from the field reps (fraudulent reports, errors, lost paperwork, improper use of the working hours)
Store data is collected using automated task templates;
All the data is GPS- and time-stamped;
Field reps are constantly monitored on the map;
Real-time data workflow due to automatic synchronization with the office;
The information can be collected even offline
Wasted time and productivity due to weak communication (via e-mail, SMS, office-calls) and slow paper submission,
Concentrating on the paperwork, not customers
Mobile forms allow to collect data very quickly and accurate eliminating paperwork and minimizing mistakes;
Route optimization allows to squeeze an extra visit for the day;
All the data collected by field reps is automatically being sent to the office
Significant amount of fragmented information field reps have to consider
Mobile access to all corporate data: product catalog including photos, customer information, prices and etc.;
Orders and returns from a point of sale
The security of corporate data storage and sharing
Cloud solutions allow to have the best performance and scalability
Weak analytics (managers often don’t have time and enthusiasm to analyze big amount of data from points of sales)
Ultimate custom reports and dashboards in seconds;
All daily and weekly statistics reports on visits, customers, tasks, field reps

As you can see, field service management software can help companies to overcome most of the common problems that office managers face managing field teams. Companies that have adopted field service management software out-perform those that haven't through streamlining of the processes in the field and in the back-office.