Mobile Audit Checklist Templates for Paperless Retail Audits

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 perform all the variety of tasks spending less time on data collection and minimizing mistakes. Your field reps can collect richer data attaching photos to the tasks performed, making notes and adding GPS-coordinates of the place where the task was performed. All the data collected in the field, including photos, is GPS-confirmed and time-stamped to prevent fraudulent check-ins and reports. Field teams managers can easily monitor all field activities in real time using web-based dashboards and reports to identify situations that require your attention.

The VisitBasis mobile audit checklists templates allow you to completely automate any of these types of checks:

Safety inspections
Quality of service
Store compliance
Competitor’s analysis

Get started faster with VisitBasis mobile checklist templates, for free. Just register at www.visitbasis.com, open the VisitBasis App in your browser, and begin creating your checklist templates absolutely free. The VisitBasis App for your field reps’ mobile devices can be downloaded free on Google Play and App Store for any number of users.

Comments

Implementing Sustainable Merchandising

In the factory-to-customer cycle, merchandising is one of the most wasteful processes. From the fuel consumed by field reps to the amount of paper used in traditional audits and surveys, on top of promotional and seasonal displays, it is easy to see why merchandising is considered “eco-unfriendly”. A field merchandising app can make a world of difference when it comes to sustainability. By adopting a field merchandising app, CPG and FMCG businesses can expect the following: Virtually eliminate the use of paper in in-store activities such as planogram checks, audits, surveys, and orders, among others. A state-of-the-art field merchandising app will also allow for instant access to the data collected, slashing the time and cost spent on data entry. Considerable savings in rep travel time and fuel thanks to the route optimization functions of field merchandising apps that automatically calculate the shortest store rounds. A cross-platform field merchandising app will all

Cloud for Retail Execution: Make Away with Data Storage Costs

Why Go Paperless? In order to store 2 million paper documents, an organization can expect to spend between $40,000 and $60,000 on filing cabinets alone. Those same files could fit on fewer than ten CD-ROMs (Business Guide to Paper Reduction) . If we assume that a filing cabinet uses from 6 to 20 square feet of space and the office space costs $23 per square foot , the space for a one filing cabinet will cost a company $1656– 5520 per year . How to Go Paperless? When you choose paperless data collection your data storage costs can be significantly reduced or even brought to zero. Digital data collected using mobile forms require much less space than paper sheets and therefore cost less money. With the development of mobile technology you don’t need CDs or any other data carriers to store and access your data. More and more companies opt for Cloud storage. The price of Cloud storage starts at $0.01 GB per month and the average number of MS Word pages per GB is 64782.

Solving Information Loss in Merchandising Once and For All

Information loss used to be an inevitable consequence of retail merchandising. With many field reps performing a number of tasks on each one of the stores in their individual territories, it is easy to see how the amount of data collected on the field grows exponentially and is, therefore, increasingly difficult to handle and more subject to information loss. Mobile merchandising software is the ideal solution to information loss in retail merchandising. When businesses implement a mobile merchandising software solution, they prevent information loss in the following stages of data processing: Data collection It is easy to see how information can get lost in traditional pen-and-paper merchandising. With mobile merchandising software, field reps perform tasks such as filling out forms and taking pictures in their mobile devices, leading to less misunderstanding and mix-ups. Data transcription With mobile merchandising software, there is no data transcription. The information goe

Retail Execution with VisitBasis

Search This Blog