Monday, August 31, 2015

Planogram Compliance: Make It a Breeze with Merchandising Software

Proper merchandising is the key to boost sales and improve brand loyalty. A planogram is an important merchandising tool, designed to streamline presenting products to consumers. Planogram development and execution is the essential part of merchandising strategy. A well-executed planogram encourages shoppers to make a purchase, and even buy more products than they had intended to.Arranging related products within reach of each other, at the proper shelf level, and at the right price, retailers stimulate sales.

FMCG and CPG organizations mostly use text-based planograms while Apparel & Accessories companies prefer visual planograms and presentations to better identify each product.

The main purposes of creating planograms are the following:
  • To indicate the amount of space and store location for various products.
  • To increase in-store compliance.
  • To provide inventory control.
  • To present new ideas for product displays.

If your company is not using planograms yet, you should consider the opportunities to start. If you are already using planograms, you can significantly improve retail space planning by implementing a comprehensive merchandising software solutionMerchandising software is a comprehensive tool for retail execution that allows companies to plan, organize and control all merchandising activities, including planogram compliance checks.

Retail Space Planning: Make it Work with VisitBasis

VisitBasis is all-in-one merchandising software solution that provides great opportunities for store planogram development and further execution to improve efficiency at the shelf, reduce out-of-stocks and overstocks, and increase in-store compliance. Our merchandising software solution empowers managers to build and manage more planograms in less time.

Planogram development and execution is extremely easy with VisitBasis:
  • With MSL (Must Stock List) and product counts you can quickly built store-specific planograms.
  • Our simple, but powerful task builder allows easily creating planogram check task forms. You can supplement all the tasks with text documents, PDFs, presentations, images and videos, helpful for merchandising activities.
  • Your merchandisers can execute planogram checks in-store with VisitBasis Mobile App for Android and iOS tablets and smartphones, collecting required data, making photo reports, running price audits and etc. All the data collected in the field is instantly transferred to corporate database, so managers can control planogram checks execution in real time.
  • VisitBasis merchandising software allows you to aggregate and store planogram compliance data in one place. Excel Reports, BigQuery Reports, Analytics charts and graphs are available to analyze store data, collected during planogram compliance checks.

The most important thing that should be mentioned separately, is that VisitBasis delivers more than just planogram software, providing scheduling and monitoring tools for merchandisers, electronic order forms, powerful analytic capabilities and more to organize all kinds of merchandising activities in your company and make merchandising execution a breeze. This means, for example, that when your merchandiser finds out the lack of certain product in a particular store, he can easily make an order using the VisitBasis merchandising app. The information on the order made in the field is instantly available for office managers due to automatic synchronization, so they can take appropriate actions to avoid out-of-stock.

Ready to take your planograms and retail space planning to the next level? Sign up today at to get our merchandising software, totally free of charge. You can also book a demo, to see how it works, check our Planogram Checks With VisitBasis Guide, or read our previous articles on planogram compliance checks.

Friday, August 28, 2015

VisitBasis Merchandising Software in Questions and Answers

What is VisitBasis Retail Merchandising Software?

Retail merchandising software is a comprehensive field activity management and store data collection solution, designed to automate merchandising activities in the field. It consists of the office application for managers and supervisors, and the mobile app working on Android and iOS tablets and smartphones for merchandisers.

Why do companies implement VisitBasis Merchandising Software?

Merchandising software allows streamlining field merchandising activities and provides real-time data exchange between the office and the field. VisitBasis merchandising software also provides powerful analytic capabilities, allowing managers and supervisors to analyze merchandising performance, identify trends and make strategic data-driven decisions. Merchandising software is a tool to get the inventory plan right, avoiding out-of-stocks and product returns.

How Does VisitBasis Work?

Office manager schedules recurring visits for field reps and assigns tasks to be completed.
Field reps perform the tasks on their mobile devices.
Office managers and supervisors are able to monitor merchandisers on the map in real-time, to see GPS-locations, routes for the day, tasks execution progress.
As soon as tasks have been performed, the information is available for developing analytic reports.

What Are the Benefits of VisitBasis Merchandising Software?

VisitBasis Retail Merchandising Software is an effective, easy-to-use solution that makes merchandising performance a breeze. It makes everyday work of supervisors and merchandisers less manual, saving time and increasing productivity.

The main benefits for managers and supervisors include:
  • Centralized customer management
  • Improved inventory control
  • Real-time field reps tracking
  • Accelerated sales cycles

Merchandisers get the following advantages:
  • Mobile access to all the information
  • The ability to perform merchandising activities using just their smartphones
  • Automated data entry
  • Faster tasks execution
  • Eliminated after-hour reporting

Why Choose VisitBasis Merchandising Software?

VisitBasis provides the most complete set of tools for your company in one great package. Our main competitive advantages are as follows.
  • Can be used free of charge – VisitBasis offers customers the Lite Edition, so they can start automate their merchandising activities at no risk.
  • Extremely easy to deploy – VisitBasis merchandising software implementation takes a little time and no money. Register at and you'll be able to assign tasks to merchandisers in  just 15 minutes. 
  • User-friendly an cost-effective – Your merchandisers can use their own mobile devices, so there is no need for you to invest in additional hardware or training.
  • True offline capabilities – Merchandisers can collect store data and perform all merchandising activities even if the Internet connection is not available. All the data collected is automatically synced with the corporate database when Internet connection appears.

Sign up today to try, free of charge, the new way of retail merchandising performance and see for yourself  how it works.

Thursday, August 27, 2015

Merchandising Software: Improving Inventory Management & Preventing Out-of-Stocks

Out-of-stocks is truly a nightmare both for suppliers and retailers. According to a new research report from retail analyst firm IHL Group, retailers lose $634.1 billion in annual losses due to out-of-stocks. Lost sales not only significantly impact a company’s bottom line, but also damage brand trust and result in lower customer loyalty.

The most common reason why a customer leaves the store without the item he was willing to buy, is empty shelve. The other reasons include mismatch of price, claimed in ad or promo, and actual store price; and lack of assistance in choosing or finding the product.

Advanced technology can help retailers address all of these problems, improving logistics and reducing out-of-stocks. Much of out-of-stocks occur due scattered business processes, disordered data workflow, resulting into big time gaps between a store visit and appropriate company's actions.

The up-to-date merchandising software solution provides real-time data exchange between merchandisers, performing retail visits, and the office. Merchandising software allows companies to streamline merchandising activities, and become more efficient both in the field and in the back. Below you’ll find some examples of how a merchandising software solution can greatly improve merchandising performance and help prevent out-of-stocks.
  • Quickened reordering. Many of the up-to-date merchandising software solutions run in the Cloud, which means real-time data synchronization between the office and the field. As soon as a merchandiser discovers the lack of product at a point of sale, the information is instantly available in the office, so the manager can quickly take appropriate actions. Moreover, merchandising software gives merchandisers an opportunity to make product orders right at the point-of-sale with just a couple of actions. Your merchandisers can view recommended order quantities and order history on their mobile devices to create an order that makes sense.
  • Reduced human mistakes. Having timely and actual information on inventory levels is vital in order to avoid out-of-stocks. Implementing merchandising software is a great way to keep your inventory accurate, providing merchandisers with the tools that make inventory-directed tasks a breeze. Merchandising software delivers customizable task templates with different types of answers for everything that needs to be checked. Documents, multimedia, images, and notes, useful for merchandising purposes, e.g. planograms, can supplement all task templates. Empowered with automated data entry and such tools as built-in photo reports, barcode product search, and electronic signatures, your merchandisers can perform tasks and collect store data several times faster, while minimizing mistakes.
  • Improved forecasting. Empowered with a merchandising software solution for tablets or smartphones, your merchandisers always have access to data on previous retail visits; merchandising audit results, order quantities. Having this kind of data literally at their fingertips, merchandisers can easily identify previous out-of-stock patterns in each store, and make order to have products delivered at the right times to ensure that out-of-stocks will not happen again. A comprehensive merchandising software solution also provides the opportunity for merchandisers to collect marketing information. Along with historical sales data this information allows sales managers to implement demand-based forecasting, making strategic data-driven decisions.

To learn more about merchandising software, or to get your merchandising software solution free of charge, visit

Wednesday, August 26, 2015

Field Team Management Software Through the Eyes of Your Field Reps

The reasons why the managers should like field team management software are obvious. Fast and simple scheduling, real-time monitoring of field activities, powerful analytic capabilities and streamlined data workflow allow managers to perform their duties in the most efficient manner, freeing up time to make better decisions.

The problems usually begin when it comes to the adoption of a field team management system by field representatives. There are different reasons why they may not like the new order of things, but nevertheless the problem must be solved as soon as possible, otherwise the whole idea of field service automation is at risk.

The most common reason why companies face resistance from field reps, when implementing field team management software, is the fear of changes. The unwillingness to be constantly monitored and controlled also defines field reps’ negative attitude to field team management software.

The only way to overcome field rep’s resistance to field team management software implementation is to persuade them that it’s good for them also, explaining the benefits and outlining the prospects for improving their work that will become less manual. Below you’ll find some arguments that you can use to explain your field reps why do they need a field team management software solution to be installed on their tablets and smartphones.
  • All the information stored in the same place. Field team management software allows companies to built the unique field data exchange system that provides field reps with the real-time access to all the necessary data from their mobile devices. Empowered with a mobile application for retail execution, your field reps are always able to get information on the schedule, customers, locations, contacts, products, price lists, history of previous visits, orders, returns, multimedia, files, presentations and more. Having all the data in a mobile device means your field reps don’t have to carry a mountain of paper to perform retail visits.
  • No more paperwork. Field team management software saves a lot of time for field reps due to automated data entry and mobile data collection forms, allowing concentrating on clients, not paperwork. Using just a regular tablet or a smartphone field reps can conduct retail audits and customer survey, perform merchandising activities, and make product orders and returns. They can even bring their own device to perform retail visits, to feel extremely confident with the features and the interface, as long as up-to-data filed team management solutions allow BYOD implementation.
  • Zero time spent to reporting and getting the schedule. After field team management software is implemented, field data is fully synced between field teams and the office. That means that all the information, collected by your reps, including retail audits results, survey data, photos, electronic signatures, orders and etc., is instantly visible in the office. Accordingly, all the visits and tasks scheduled, documents attached and notes, made by the managers in the office, become at once available to field reps in their mobile devices.  This means that your reps don’t have to visit the office to get the tasks and report back.

The last and the most important argument for your field reps is that field team management software saves a lot of their time. Increased productivity drives larger order size that is definitely good for your reps salaries. Using a comprehensive field team management solution to perform retail visits your field reps can focus on their essential job – selling. Having more time to negotiate with cistomers your reps will be able to improve the quality of customer relations, ensure higher level of customer service, providing an increase in sales and the arrival of new customers.

To learn more about field team management or to get a comprehensive field team management software free of charge, register at