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.

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...

Field Marketing Automation: Ultimate Analytics that Drives Your Business

Got tired of paper-based reports and surveys and hours of data entry? Just replace paper and spreadsheets with a custom mobile app. At first sight, it seems difficult to measure store-level marketing and analyze competitors at the same time. VisitBasis field marketing software is a data collection tool that provides streamlined data workflow, real-time field-level insights and wide analytic capabilities for field team managers. VisitBasis allows your field reps to automate store data capture and transfer and gives you real-time control of your field team performance right to your fingers. Implement VisitBasis field marketing software to create and assign task templates for everything that needs to be analyzed. VisitBasis field marketing software helps you eliminate the chaos of paper forms, Excel spreadsheets and emails, providing a comprehensive field service management solution in one application. How VisitBasis Works: Build task templates to perform s...

Retail Execution with VisitBasis

Search This Blog