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Retail Audit Software Solution for Field Teams Management


Managing retail audits can be a challenging task. Field team managers are dealing     with many   people, at many         different locations, bringing in a lot of information on many products. The challenges are doubled if your team is geographically dispersed. In today’s world field team members often work in different cities, countries and time zones, or even speak different languages.

Among most common challenges a field team manager faces with are:
  • Scheduling and time-planning challenges (a rep can’t find customer’s location, got sick and must be substituted, etc)
  • Getting inaccurate or undue information from the field reps (e.g. fraudulent reports, errors, lost paperwork, improper use of the working hours)
  • Wasted time and productivity due to weak communication (via e-mail, SMS, office-calls) and slow paper submission
  • Field reps concentrating on the paperwork, not customers
  • Significant amount of fragmented information field reps have to consider
  • The security of corporate data storage and sharing
  • Weak analytics (managers often don’t have time and enthusiasm to analyze big amount of data from points of sales)

The key solution to solve all the challenges listed above is to give your field team managers and field reps the right tools to perform retail audit activities. Retail audit software can help companies to overcome most of the common problems that office managers face managing field teams. Companies that have adopted retail audit software out-perform those that haven't through streamlining of the processes in the field and in the back-office. 

VisitBasis retail audit software is a cloud-based, complete mobile data collection solution designed to schedule and monitor field team activities in real time. Implementing VisitBasis retail audit software you can expect the following benefits:
  • Your reps can perform in-store activities on their existing mobile devices, eliminating paperwork
  • You can design the tasks assigned to your
  • teams so you get the exact information needed from the field
  • You can easily assign territories, visits, and tasks to your field reps
  • You can monitor in real time what is happening in the field: Where your reps are, what are they doing, results of their work
  • You can generate up-to-the-minute reports filtering all the information that comes from the field

Sign up today to get our retail audit software solution completely free. 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 retail data collection and analysis.



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