Looking for retail audit automation solutions?
VisitBasis Retail Audit Software allows you to organize your retail auditing
process using PC, tablets and smartphones.
VisitBasis is a
complete mobile data collection solution for
managing, scheduling, and monitoring field team activities in real-time. 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.
How to Organize
a Retail Audit Using VisitBasis Retail Audit Software?
Retail audit automation with VisitBasis is
extremely fast and simple. See for yourself how easy it is to implement our
retail audit software by following the steps below.
Step # 1
Register your
free account at www.visitbasis.com. It takes
less than a minute. After the registration is complete you get the
immediate free access to our retail audit application and can start your
retail audit automation free of charge.
Log in to the VisitBasis
Application with the e-mail address used during registration and the password
provided in the e-mail from VisitBasis after registration.
Step # 3
Add office
managers and mobile field reps. Assign users to divisions and assign a security role to
each user.
Step # 4
Let your field reps to
install the VisitBasis Retail Execution App on their tablets or smartphones.
The VisitBasis App is downloaded free on Google Play and App Store for any
number of users. To start using the application a field rep should use the
e-mail address used in the office part of application when registering the user
and the password received in e-mail from VisitBasis.
Step # 5
Save customer information
on points of sale that have to be visited. The information may include address,
contacts, installed equipment, documents attached, price lists and more.
Step # 6
Add products
that have to be audited, split products into various product trees, attaching
photos and adding additional properties.
Step # 7
Create task
templates to define tasks to be performed at points of sale. The simple but
powerful task builder allows creating various types of tasks with different
types of answers (number, text, electronic signature, photo, multiple choice.
Step # 8
Schedule retail
visits to the points of sale and optimize their routes to get the shortest
route for the day.
Step # 9
Add tasks to
each visit. All sheduled visits and tasks are instantly displayed in tablets
and smartphones of tour field reps. Field reps can performs all the tasks
paperless, using just their tablets or smartphones.
Step # 10
Monitor all
field reps activities live on the map to get the clear picture of current
retail conditions. All the data collected at points of sales is instantly
displayed in the office part of application due to automatic synchronization.
Verify visits and tasks execution live and monitor the progress of tasks
performance.
Step # 11
Built analytic
reports based on time-stamped and GPS-confirmed data. Get the exact information
you need at the moment using sophisticated data filters and reg expression.
Export reports to MS Excel and integrate easily with your back-end system.
Start your retail audits automation today with VisitBasis
– a simple but powerful data collection solution that does not require
installation or license purchase. Implement VisitBasis to your retail auditing
process to improve the efficiency of your field team management.
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