Skip to main content

Using Retail Audit Software as a Mobile Workforce Tracking Tool


Retail audit software is a comprehensive retail data collection system that allows you to fully automate data capture in the field. Besides data capture, transfer, storage, analysis and sharing capabilities, retail audit software gives users all the necessary tools to manage mobile workforce, monitor all field activities and communicate with field reps directly using a retail audit mobile app.

When it comes to monitoring of field team performance, companies face significant challenges arising from the specific of retail audits. Field reps collect store data outside the office, so you can’t monitor their performance with your own eyes. Therefore, to implement field team performance tracking, most tech savvy companies leverage mobile technology that can provide real-time picture of retail conditions in the field. Retail audit software is a unique solution for manufacturers and distributors to provide field reps’ performance tracking.

How exactly does retail audit software work as a performance tracking tool?

  • Field team managers create the schedule of retail visits for field reps and assign tasks to each visit.
  • As soon as the schedule is ready, your field reps already have all the information in their tablets or smartphones.
  • Empowered with a retail audit app, field reps capture store data using just their tablets or smartphones.
  • During workday managers can monitor field reps’ locations, activities and routes in real time on the map.
  • If necessary, field team managers can reschedule appointments for field reps, change routes or contact them them via the application
  • As visits and tasks are being performed, managers get time stamped and GPS-confirmed data from points of sale, including photos, numbers, text notes, electronic signatures
  • Managers can always get the reports on locations and work hours at a click of a button, getting the exact data they need at the moment.

Retail audit software implementation gives significant advantages for both office managers and field reps.
  • Using a retail audit software solution allows your field reps to perform in-store tasks very quickly, while minimizing mistakes and being more efficient.
  • Office managers and supervisors, in their turn, receive an opportunity to track all merchandising activities in the field, getting time stamped and GPS-confirmed data, as soon as it has been collected.
  • Your field reps now do not have to visit the office to receive tasks and report back – the reporting is automated and doesn’t take anyone’s time.
  • Time stamping and geo-tagging allows completely eliminating fraudulent reports – you can always see where exactly the activity was performed and how much time it has taken.
  • Field reps even do not notice they are being tracked, because tracking does not interfere with their activities.

Ready to take the advantages of retail audit software as a performance-tracking tool? Sign up today at www.visitbasis.com for a free trial or schedule a free demo to get more information on how it works.

Comments

Popular posts from this blog

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

Cloud for Retail Execution: Make Away with Data Storage Costs

Why Go Paperless? In order to store 2 million paper documents, an organization can expect to spend between $40,000 and $60,000 on filing cabinets alone. Those same files could fit on fewer than ten CD-ROMs (Business Guide to Paper Reduction) . If we assume that a filing cabinet uses from 6 to 20 square feet of space and the office space costs $23 per square foot , the space for a one filing cabinet will cost a company $1656– 5520 per year .   How to Go Paperless? When you choose paperless data collection your data storage costs can be significantly reduced or even brought to zero. Digital data collected using mobile forms require much less space than paper sheets and therefore cost less money. With the development of mobile technology you don’t need CDs or any other data carriers to store and access your data. More and more companies opt for Cloud storage. The price of Cloud storage starts at $0.01 GB per month and the average number of MS Word pages per GB is 64782.

Solving Information Loss in Merchandising Once and For All

Information loss used to be an inevitable consequence of retail merchandising. With many field reps performing a number of tasks on each one of the stores in their individual territories, it is easy to see how the amount of data collected on the field grows exponentially and is, therefore, increasingly difficult to handle and more subject to information loss. Mobile merchandising software  is the ideal solution to information loss in retail merchandising. When businesses implement a mobile merchandising software solution, they prevent information loss in the following stages of data processing: Data collection It is easy to see how information can get lost in traditional pen-and-paper merchandising. With mobile merchandising software, field reps perform tasks such as filling out forms and taking pictures in their mobile devices, leading to less misunderstanding and mix-ups. Data transcription With mobile merchandising software, there is no data transcription. The information goe