Field Marketing Automation in 5 Simple Steps

Developing forms for retail retail data collection is a complicated task if a company relies on traditional methods, like paper or Excel spreadsheets. Therefore such marketing activities as merchandising, retail audits, customer surveys are often outsourced. The disadvantages of this option are the costs, poor cooperation between company’s managers and third-party organization’s supervisors, which may result in loosing part of retail audit data, fraudulent reports, and big time gaps between retail data is collected and reported.

The key solution to successful field marketing is choosing the right third-party, which is not a merchandising agency, but a company that offers a comprehensive field marketing software solution. By working with a software vendor, companies are able to deploy cutting edge solutions to completely automate marketing activities in a short timeframe with little investment on their side. If a third party you choose is a SaaS vendor of a field marketing software solution, then you’ll never face with the problems listed above. Field marketing software allows companies gather retail data on their own, saving time and money, and getting reliable, up-to-date information.

VisitBasis field marketing software is an all-in-one retail data collection solution, which allows managers to quickly organize data collection activities in the field, monitor field representatives on the map, communicate directly and receive notifications on the activities performed via built-in messenger, and easily transfer retail data into meaningful information with analytic tools.

With VisitBasis field marketing software you can automate your company's retail data collection activities in 5 simple steps.

1. Create data collection forms. Use the VisitBasis simple but powerful Task Builder to easily develop data collection forms for everything that needs to be checked. To create task template, identify the actions, which have to be performed and choose the proper type of answer (e.g. number, multiple choice, text, photo or electronic signature). VisitBasis field marketing software allows creating forms for retail audits, planogram checks, customer surveys, promotion compliance, and more.
2. Set up schedule of visits and assign tasks to field reps. After the task template is completed, you can just in few clicks create the schedule of visits for each field reps and easily assign data collection tasks to particular reps. The information on the visits and tasks to be performed is instantly displayed in field reps’ mobile devices.
3. Get the tasks performed. Empowered with a data collection mobile app, your field reps can easily perform all field marketing activities using their tablets and smartphones. Data collection tools allow faster data capture while minimizing mistakes.
4. Monitor data collection activities and take appropriate actions if necessary. As data collection tasks are being performed, all the information is transferred to corporate database, and is available to managers. VisitBasis field marketing software allows getting time-stamped and GPS-confirmed data from retail locations, including field reps’ routes for the workday, time spent on traveling between locations and performing each task, and more.
5. Analyze retail data and generate reports with just a few clicks. Information-rich charts at a touch of a button make VisitBasis the go-to solution for field marketing and retail data collection. VisitBasis field marketing software allows compiling and analyzing large amounts of data, making the reporting process a breeze.

Today the option of in-house retail data collection is more affordable than ever: you can get your field marketing software solution completely free to start field marketing automation free of charge, at no risk.