Thursday, June 4, 2015

How to Choose a Retail Audit Software Solution

Traditional retail audit methodologies often result in incomplete coverage of stores due to human resource constraints and significant paperwork. Conducting a retail audit is often associated with colossal amount of data, lost paper forms, and fraudulent reports. Besides your field reps performing retail audits get exhausted from filling out paper forms, spending too much time at points of sale, making phone calls and visiting the office to report the results.

Therefore great number of companies uses the services of third-party organizations (advertising, marketing, consulting and BTL agencies) to organize retail-auditing process. The disadvantages of this option are the costs, poor cooperation between managers, loosing part of retail audit data, fraudulent reports, time gaps between a store visit and appropriate company's actions.

The automated retail auditing amazingly differs from traditional retail auditing. Today due to the new mobile technologies field reps are able to perform retail audits using just their tablets and smartphones with no need to visit the office to report the results. All the data collected at stores is automatically synced with corporate database and is instantly available for building analytic reports. The new way of retail audits organization provides faster data workflow and reduces time for decision-making, improving the bottom-line. 

Choosing software for retail audits, you definitely have to focus on the needs and characteristics of your company’s business processes. Then consider the importance of such factors as the cost of implementation and use of retail audit software, usability and accessibility.

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 tools for your business in one great package. VisitBasis is designed to meet the market demand for scheduling field sales activities including CRM, processing orders, reporting and analyzing field sales performance.

Key benefits of retail audit software

For management:
  • Save on field operation costs by optimizing routes and eliminating paperwork
  • Increase field rep performance by improving training and mentoring through monitoring
  • Streamline field data collection and have immediate access to visit information
For field reps:
  • Get the job done on the spot: eliminate after-hour reporting
  • Optimize customer routes and save time while getting more done
  • Supervisors/managers will automatically know you are properly doing your job, improving communication

Why choose VisitBasis?

VisitBasis provides the most complete set of tools for your business in one great package. Through the implementation of a structured approach for retail visits and tasks, VisitBasis simplifies data collection and analysis.

Easy to deploy and cost-effective – VisitBasis retail audit software implementation takes a little time and no money. Visitbasis Lite is the only Free Mobile Data Collection solution on the market. You can start your retail audits automation completely free after you create an account at

  • Every mobile activity is GPS and time-stamped – Fraudulent check-ins become easy to detect and dealt with
  • True offline/online capabilities - Mobile users are able to work offline and the system synchronizes once online - no need for paper alternatives
  • Bring-your-own-device (BYOD) - Your reps can use their own mobile devices so there is no need for you to invest in additional hardware
  • Available in English, Spanish, Portuguese and Russian - For field reps of all backgrounds

Sign up today to try the new way of retail audit performance free of charge at

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