Retail Execution with VisitBasis

Sales force performance can be significantly improved using some type of software program. Today there are plenty of programs and applications on the market that can provide your business with sales force automation capabilities such as customer management, field force activity tracking, sales pipeline management, sales reporting, sales management and etc. Most sales force automation software solutions provide the capability to define and track sales stages, sales milestones, activities and more. Once you’ve decided to automate your sales force the next step is to choose sales force automation software. To find one that works for your company and avoid getting overwhelmed by the capabilities of the program you have to identify your specific needs and requirements first . Here at VisitBasis we’ve focused on delivering a system that integrates completely with every process in your business. VisitBasis is all-in-one software solution that provides the most complete set of t...

Merchandising is one of the basic aspects of retail management that gives CPG companies the opportunity to analyze product placement and display in order to stay competitive and to maximize sales. Merchandising software allows companies to streamline merchandising activities, saving time and money and making data easier to collect, and therefore to become more efficient both in the field and in the back. Here are some examples of how a merchandising software solution can improve your field reps performance. Maintaining organized shelves – a well-maintained shelf looks more appealing to customers. Filed reps control that your products are always on shelves and are properly located. The key goals of shelf organization are to avoid misplaced products and gaps between products, to control the number of facings and to make sure that there are enough products on the shelf. Merchandising software makes shelf organization faster and easier, empowering your field reps with such tool...

Tired of paper-based checklists and hours of data entry? Use VisitBasis mobile checklists templates to create and assign checklists for everything that needs to be checked, to respond to emerging issues, to and track field team performance. Empower your field reps to be more productive with VisitBasis mobile checklist software platform so they are able to complete tasks and perform checks on their tablets and smartphones – even offline.  Retail data can be collected using offline devices and be automatically synced when the Internet connection is established so your field reps don’t have to worry about the connection. The VisitBasis tools for paperless checks include: Visit calendar Product catalog Customer information Route optimization Customizable task templates with different types of answers Built-in photo-reports Barcode scanner Electronic signature Automatic synchronization VisitBasis web-based checklists templates allow field reps to easily ...

Companies of all kinds conduct retail audits to to provide documented verification that point-of-sales meet corporate compliance policy and marketing strategies are properly implemented at stores. To start retail auditing you have to provide your field managers with guidelines for what is to be done, to define store visits frequency and to determine channels for delivering store audit data back to the office. Retail audit software can help to increase the efficiency of retail operations and improve field reps productivity. VisitBasis retail audit software is a complete data collection solution to for managing, scheduling, and monitoring field team activities in real-time. VisitBasis offers the following advantages: Visits and tasks can be scheduled by the office or on the mobile app Field reps or office managers can optimize customer routes Office managers visually assign stores to field reps, using a map Field reps have access to all data offline and can execute tasks...