Thursday, December 22, 2016

Small Steps in Field Marketing Can Mean Large Boost in Sales

Field marketing is mandatory when it comes to promoting retail channel sales. From product distribution to store auditing and sampling promotions, field marketing is the most certain way for CPG brands to tweak their message and get in front of the right customers.

But with such and array of different activities being performed by sometimes a virtual army reps, it can be difficult to manage and track the results of field marketing initiatives.

Mobile technology has proved to be ideal for retail marketing: Field marketing software allows reps to perform in-store activities on their mobile devices. It eliminates paperwork and makes it easy to coordinate and track field reps and their activities.

Adopting a field marketing software solution can translate into a large sales boost. Field marketing software will:

  • Help enforce brand consistency
    A recent study from the National Association of Retail Marketing Services (NARMS) found that retailers who achieve planogram compliance can realize a 7.8% increase in annual sales. Field marketing software helps enforce brand standards by improving communication between brand management and field marketers.
  • Speed up decision-making on mission-critical scenarios
    No stock means no sale.  An out-of-stock also brings the risk of losing a customer and, with it, market share. Field marketing software makes it easy to spot out-of-stocks and can even send automatic notifications to the responsible people and/or departments.
  • Streamline competition analysis
    If a product is priced too differently from its competitors, it might send a wrong message (Cheaply made? Too expensive?). With field marketing software, reps can frequently report on price and other parameters, allowing brand owners to swiftly act on correcting discrepancies as soon as they are reported and analyze trends to make educated projections.


VisitBasis is a complete field marketing software that offers unique features for CPG and FMCG companies, merchandising agencies, and sales and marketing organizations alike.

Want to see a field marketing app in action? Schedule a live demo or sign up for a free VisitBasis trial!


Friday, December 16, 2016

Reaching the Full Sales Potential of Retail Stores

Attractive product presentations are a sure way to increase retail sales. According to a recent survey, 90 percent of shoppers will fall for impulse buys and purchase items not on their shopping list.

That is why retailers carefully study and use planograms (or POGs) in arranging products, fixtures and displays throughout their stores. An effective planogram will promote the products with the higher margins and maximize the sales potential of each store.

Retail merchandising software helps retailers in making sure that their planograms are properly implemented. With retail merchandising software, planogram managers at headquarters or regional offices can better communicate their plans to field reps and store personnel, and actually see what is actually implemented at each store, without leaving their desk.

A retail merchandising software solution will allow local retail staff to:
  • Use their own or shared mobile devices to audit store sets, resets, and seasonal displays.
  • Access planogram images and PDFs to make sure instructions are being properly followed.
  • Communicate discrepancies to decision makers, achieving faster resolution to issues that could potentially hurt store profits. 

VisitBasis is a retail merchandising software solution that provides managers and supervisors the opportunity of managing planogram implementation and auditing in real time. VisitBasis was developed by merchandisers, for merchandisers and it improves communication between office/planning and field staff, leading to better store layout and sales outcomes.

Ready to take your planograms and retail space planning to the next level? Sign up today for a free trial of our retail merchandising software at www.visitbasis.com


Wednesday, December 14, 2016

Working Out the Logistics of Retail Audits

Audits are an important part of any business involved in retail. Retailers rely on recurring store audits in order to verify items such as safety, layout efficiency, and personnel training, while consumer good companies must frequently evaluate product display, price, and promotions, among others.

Naturally, the logistics needed to perform such audits can become quite complex, sometimes requiring a virtual army of people in order to cover a large number of geographically scattered stores.

Retail audit software helps retailers and CPG businesses make sense of this process and avoid outsourcing pitfalls such as high costs, loss of control over auditor qualifications, and confidentiality issues.

With retail audit software, companies will be able to automate the audit process by allowing auditors to use their mobile devices to complete custom forms, checklists, surveys, and tasks. Retail audit software also makes it possible for managers and supervisors go get real-time access to data, significantly speeding-up mission-critical decision-making.

Additionally, large groups of auditors and their recurring visits become easy to set up and manage with a retail audit software solution. State-of-the-art retail audit software will even provide time and GPS verification, authenticating the time and place where the audit was performed.

VisitBasis is a complete retail audit software solution that offers all the elements needed to perform mobile POS audits and surveys in one package.

The VisitBasis retail audit mobile app is available at Google Play and App Store and can be downloaded for free for an unlimited number of users.

Want to learn more? Schedule an online demo or sign up today for a free trial!


Friday, December 2, 2016

Transforming the In-Store Customer Experience of Your Products

It has been proven over and over that enforcing brand and category consistency through in-store product presentation positively affects sales results and customer loyalty.

But how to promote a positive in-store customer experience, one that includes always having your products in-stock, well presented, displayed, and promoted?

Mobile technology has an answer for that. Mobile merchandising applications can be the "eyes" of category merchandising managers in the field, increasing compliance rates and allowing brands to reach the consistency needed to keep sales at optimum levels.

Merchandising applications can make a difference in positively transforming the in-store customer experience of your products by allowing access to planogram schematics for each point-of-sale on the rep's smartphone or tablet and also capturing store photos. This clearer communication along with stricter supervision turns into a higher level of planogram compliance and brand consistency.

Also, with mobile merchandising applications such as VisitBasis, it is easy to customize forms and surveys to gather precise information from customers in order to tweak promotions and products. By collecting the data in the field rep's mobile device and automatically sending it to a cloud server, merchandising applications allow companies to skip the dreaded paper collection and transcription process and streamline data capture and analysis.

Want to learn more about the VisitBasis Mobile Merchandising Application? Request an online demo or sign up today for a free trial!


Monday, November 28, 2016

Switching to Mobile Store Audits

In the retail business, recurring store audits are a mandatory activity in order to maintain profitability and compliance. Recently, mobile technology has brought a revolution to retail audits: Besides virtually eliminating paper from the process,  the data captured by mobile devices is a lot easier to access and report on.

What should a retail business, then, look for in a mobile app for store audits when implementing such systems? Here are some guidelines:

1. Cross-platform, Bring-Your-Own-Device (BYOD)
Although store or brand staff can do audits with corporate-owned devices, it is a best practice to have independent auditors that can perform "surprise" inspections. A cross-platform mobile app for store audits allows independent auditors to perform such activities using their own mobile devices, with no need for extra equipment.

2. Customizable audit forms
When selecting a mobile app for store audits, it is important to make sure that the software allows for custom audit forms. Management might need different information at different times, and audit forms need to be able to evolve with the experience that comes with recurring activities.

3. Automatic notifications
Some issues uncovered by audits cannot wait to be rectified: Out-of-stocks, potential liability issues such as trip or chemical hazards, promotions not implemented correctly, etc. An effective mobile app for store audits will allow for setting up automatic notifications for specific tasks to the appropriate parties, so mission-critical events can be addressed as soon as possible.

VisitBasis is a complete mobile app for store audits that provides all of the above features and much more. See for yourself - sign up today for a free trial!



Tuesday, November 22, 2016

How Environmentally-Friendly Is Your Retail Merchandising?

Traditional retail merchandising is one of the most ineffective and waste-generating business processes. It involves using pen and paper to perform merchandising activities such as surveys and audits at geographically disperse points-of-sale, so not only does it produce an enormous amount of trash, but it also contributes to air pollution.

Retail merchandising, however, is essential to promoting CPG and FMCG sales and improving revenues, so it cannot be done without.

With mobile technology comes the environmentally-friendly solution to this scenario: Retail merchandising software.

With retail merchandising software, field reps use their mobile devices to perform in-store activities. Brand and category managers can create custom forms to be filled out at the point-of-sales and capture photos and signatures in addition to the usual text, number and selection answers. This not only saves paper while improving accuracy, but also eliminates data transcription.

Retail merchandising software apps also makes it easy for reps to better plan their daily rounds and, with tools such as route optimization, allows them to calculate the shortest travel distance and save fuel (and time(.

VisitBasis is a complete retail merchandising software designed to build, schedule and monitor field team activities in real time. It provides tools for all types of retail merchandising activities, including planogram checks, audits, inspections, surveys, POS asset management, training, sampling and product demonstrations, among others.

VisitBasis was designed by merchandisers, for merchandisers and allows managers to quickly and easily implement a sustainable, cost-efficient retail merchandising software solution with no need for technical knowledge.

Schedule today a VisitBasis retail merchandising software demo, or sign up for a free trial!




Wednesday, November 16, 2016

Monetizing on Retail Audits

Like most marketing-related expenses, retail audits are one of those items that normally go into the "debit" side of the accounting ledger. However, they are instrumental in detecting issues at the point-of sale that might be preventing products from reaching their full sales potential.

So how can merchandising, brand, category, and marketing managers better communicate to upper management the importance of recurring retail audits and the positive impact they have on sales?

For these professionals, retail audit software can become an invaluable tool not only for effectively scheduling and planning in-store audits, but also for reporting on those activities and linking audit and sales results.

Retail audit software makes it easy and straightforward to run reports on in-store audit results. Also, since there is immediate access to the data collected at the store, reports can be created as often as possible in order to assess the effectiveness of advertising and promotions.

VisitBasis Retail Audit Software is a complete retail audit solution that offers all the elements needed to perform mobile POS audits and surveys in one package.

With VisitBasis Retail Audit Software, managers can easily monitor store activities in real time using web-based dashboards and reports to identify situations that require their attention and receive automatic notifications of any critical findings.

See for yourself how easy it is to create reports using retail audit software - sign up today for a VisitBasis free trial!


Thursday, November 3, 2016

Implementing Planograms According to Plan



If you are a field merchandising manager, you know how challenging it is to get brand consistency just right, having to rely on field reps - sometimes outsourced - to verify that the products in your portfolio are being displayed according to plan.

The problem with old-style visual merchandising audits is that they rely on paper-based documentation, both for reference and for reporting, so sets, audits and data transcription can get clumsy. This can compromise the implementation of the original planogram, possibly affecting sales, and may also lead to losing valuable point-of-sale information, preventing corrective actions.

Visual merchandising software is the answer for this scenario. With solutions such as VisitBasis, field reps can perform merchandising and store audits using an app on their mobile devices.

With VisitBasis, field reps can have all the reference documentation at their fingertips. If they are performing a store audit, they can have a store-specific planogram to refer to, as well as other tools such as store layouts. For task-specific visual merchandising audits, such as for seasonal displays, the reference materials can be attached to the task. In this case, materials like display assembly instructions, planogram schematics, etc. Then the task questions can refer to these materials.

For managers, VisitBasis visual merchandising software allows them to access audit data as soon as the visit is closed, besides increasing the quality of in-store activities and of the information collected.

See what VisitBasis can do for your business! Sign up today for a free trial at www.visitbasis.com.

Thursday, October 20, 2016

Helping Retail Partners Increase Sales

For companies that provide retail merchandise distribution, set and services, their ultimate goal is to help their retailing partners increase sales by making sure that shelves are always stocked and with the most effective presentation.

These services require an army of field reps that can perform activities as varied as delivery, merchandising sets and resets, product surveys, seasonal display setups, category audits, among others, as well as proper reporting in order to provide metrics (key performance indicators - KPIs) and accountability.

Retail inspection software is an invaluable tool for companies in merchandising distribution, set and services. With retail inspection software, field reps can use their mobile devices to fill out forms that before had to be hand-written, saving precious time at the point-of-sale and eliminating data transcription.

There are many benefits to using retail inspection software for managers as well, among them:

  • The ability to create custom forms in order to get the exact information needed from the field.
  • Capturing photos and signatures in addition to text and numbers.
  • Providing reps with documents in order to make sure that they are following set instructions, such as planograms and display assembly manuals.
  • GPS verification of rep location while performing activities.
  • Automated visit summaries and streamlined reporting.

VisitBasis is a complete retail inspection software that provides all the tools needed for merchandising distributors to make sure that the retailers they serve are properly stocked and with the required product and category presentation.

See what retail inspection software can do for your business - sign up today for a free trial or request an online demo!



Monday, October 17, 2016

VisitBasis Introduces Exciting New Features

VisitBasis, one of the leading retail mobile data collection software packages in the market, has just introduced exciting and useful new features, further benefiting its users.

Says Sergey Gorbunov, CEO of VisitBasis:  "Our software is always evolving. We are consistently developing our products as we closely watch and ask about our customer needs."

Integration with Google Drive
In previous versions, VisitBasis already had implemented the integration of its scheduling features with Google Calendar. Now, besides downloading files, users can also save the reports generated by VisitBasis on their Google Drive, allowing them to immediately make use of Google's file sharing and editing tools.

Third-party access to VisitBasis reports
It is clear that not only the professionals actually executing retail data collection efforts are interested in viewing their results. Sometimes there are many stakeholders in a merchandising or retail audit project, such as internal and external clients, that need to have frequent access to project status but that should not see database details. For this common scenario, VisitBasis has opened third-party access to its reporting tool, in addition to already available VisitBasis Analytics and visit summary tools.

VisitBasis Notifications
VisitBasis now tells you automatically, on the admin interface screen, about new features and system updates.

Schedule by Location
It is now possible to schedule hundreds of visits at a time on VisitBasis with the new Schedule by Location feature. This tool is specially useful for businesses that send out many reps to the the same locations to perform the same activities and need agility in scheduling and planning these visits. Watch the below video to see how it works:


Interested in learning more about VisitBasis? Sign up today for a free trial or schedule a custom online demo!

Monday, October 3, 2016

Streamlining Retail Audits Through Mobile Technology


VisitBasis is a comprehensive retail audit app solution for businesses of all sizes. VisitBasis allows creating task templates for everything that needs to be checked at the retail location as well as instant access and analysis of the information collected, providing a budget-friendly and easy-to-use system that helps you take full control of store audits.

Ready to take full charge of your retail audits? Sign up today at www.visitbasis.com for a free trial, or book a free online demo to see how it works.

Friday, September 30, 2016

Using Mobile Resources for Visual Merchandising


VisitBasis was designed by merchandisers, for merchandisers. It is a complete mobile visual merchandising software solution that allows you to quickly and easily implement a cost-efficient point-of-sale data collection system with no need for technical knowledge.

Schedule today a VisitBasis Merchandising software demo, or sign up for a free trial!

Wednesday, September 28, 2016

Why Mobile Means Savings in Data Collection

Mobile technology is everywhere. From gaming to medical devices, almost every field has a mobile application of its own. In some fields, however, mobile applications can pose a distraction or incur in excessive costs. That's not the case with data collection.

Mobile data collection software brings considerable savings compared to the old pen-and-paper alternative. These savings include:
  • Time: Filling forms and then transcribing them is time-consuming and tedious. Mobile data collection software not only allows reps to collect information on their smartphones or tablets but it also provides tools for optimizing forms and does away with transcribing.
  • Personnel: As mentioned above, mobile data collection software eliminates data transcribing, meaning that the staff that used to be allocated to this tedious task can now perform other responsibilities.
  • Paper: Eliminating paper forms and transitioning to mobile ones means getting rid of the huge volume and weigh that paperwork generates, along with the expense.
  • Mileage and fuel: State-of-the-art mobile data collection software includes tools that allow field staff to calculate their shortest route for the day when visiting several locations.
  • Time, again: Mobile data collection software not only streamlines the activity of data collection and transcribing, but it also makes it much more straightforward to run reports, translating in faster and more effective decision-making.
Ready to try the benefits of mobile data collection software? Sign up today at www.visitbasis.com for a free trial, or book a free online demo and let us show you how it works.



Bringing Forms from Paper to Mobile Data Collection Software





Easily bring paper forms into mobile with mobile data collection software. VisitBasis helps you automate your data collection by bringing forms to your field rep mobile devices.

VisitBasis is a comprehensive solution for retail audits, market research, surveys, and competitor analysis that streamlines your data collection through features such as custom mobile forms, real-time reporting and analytics, GPS mapping and tracking, and instant notifications through chat room integration, among others.

Thursday, September 22, 2016

Effectively Enforcing Brand Consistency in Retail

Visual merchandising is the art of presenting products in a way that makes customers want to buy them. It has been proven over and over that enforcing brand consistency through point-of-purchase product presentation positively affects sales results and customer loyalty.

For instance, a recent study from National Association of Retail Marketing Services (NARMS) found that retailers who achieve planogram compliance can realize a 7.8% increase in annual sales.

Visual merchandising software is the most effective way to enforce brand consistency at the point-of-purchase. With visual merchandising software, field reps and merchandisers have the ability to:
  • Visually access planogram information for each individual point-of-purchase, allowing them to more accurately match the product or category layout to pre-set brand standards.
  • With their smartphones or tablets, take pictures of product shelving and displays that can then be accessed by stakeholders in departments such as merchandising, field marketing, sales, and distribution.
Additionally, with visual merchandising software, brand managers and merchandising planners can set up automatic notifications of specific events, so the right people will be instantly warned of any mission-critical situations - such as discrepancies in flagship stores - and take fast corrective actions.

In summary, visual merchandising software can be the "eyes" of merchandising designers and planners in the field, increasing compliance rates and allowing brands to reach the consistency needed to keep sales at optimum levels.

VisitBasis was designed by merchandisers, for merchandisers. It is a complete mobile visual merchandising software solution that allows you to quickly and easily implement a cost-efficient retail data collection system with no need for technical knowledge.

Schedule today a VisitBasis merchandising software demo, or sign up for a free trial!


Friday, September 16, 2016

Monetizing Results from Your Merchandising Team Activities

In corporate accounting, departments such as marketing and merchandising tend to be exclusively on the "expenses" column while sales takes all the credit for revenues. This is something that should not be taken lightly: In order to maximize profits, businesses are always looking for ways to shrink cost centers as much as possible so any expense that does not generate tangible sales returns is immediately at risk.

Mobile software for merchandising can provide you the tools to turn a perceived cost center into a revenue center and show upper management the return on their investment by clearly connecting sales results with the respective marketing and merchandising activities.

Implementing mobile software for merchandising will not only empower your individual field team members with a tool that streamlines their in-store activities, but also gives managers a powerful monitoring, training and mentoring channel.

Here are some ways in which mobile software for merchandising can help you monetize on your field team activities:

  • Every merchandising rep should always be selling tooMobile software for merchandising not only gives reps the access to mission-critical information, but also allows managers to tailor in-store activities, making sure that the reps are giving the correct answers, asking the right questions and presenting products in the most efficient way.
  • Track and analyze - every single campaignMobile software for merchandising allows for easy access to campaign data from overall results all the way down to the individual store visit information. This allows for an in-depth merchandising campaign analysis that enables uncovering any holes that could potentially be hindering success.
  • Practice makes perfectBy setting up recurring visits on mobile software for merchandising and then consistently analyzing the results, field marketing management can detect and replicate effective promotion strategies.


VisitBasis mobile software for merchandising that allows you to quickly and easily implement and monitor cost-efficient point-of-sale marketing.

Want to see for yourself? Schedule today an online demo or sign up for a free trial!



Monday, August 29, 2016

Is There Such a Thing as Too Much Data Collection?

Data collection in retail used to be limited by the data compiling and processing capacity of the business conducting the operation, whether it was a retailer, a sales and marketing company, or the merchandising department of a CPG manufacturer.

Some surveys, for instance, had to be limited to especially selected markets or even stores in order to get a sample of shoppers similar to the product's target audience so data transcription and processing wouldn't slow down critical go-to-market decisions.

Mobile data collection software has revolutionized this scenario. With mobile data collection software, field reps can perform surveys, product tastings, etc., at the point-of-sale on their own mobile devices, and the information collected will be instantly available for management to analyze and use as part of their decision-making process.

Therefore, by doing away with the limitations of data transcription and processing, mobile data collection software opens the door for better strategic decision-making based on a much broader, more representative of the target market, sample size.

VisitBasis mobile data collection software is an ideal solution for business conducting in-store activities such as surveys, product tastings, audits, planogram checks, among others, that require customized forms along with real-time access and analysis of the data being collected.

Easy to use and implement, VisitBasis streamlines data collection for retail businesses of all sizes and is fully cross-platform, working both on iOS and Android smartphones and tablets.

Want to see how VisitBasis mobile data collection software works? Sign up for a free trial or schedule an online demo!



Tuesday, August 23, 2016

Is It Really Safe to Outsource Retail Audits?

Retail audits can be tedious, messy and overwhelming. It takes a lot of organization and coordinating to get retail audits done effectively and on time, and transcribing audit checklist findings can mean losing time and important information. It doesn't come as a surprise, then, when retail businesses outsource their audits to companies specialized in the process.

However, outsourcing retail audits has some considerable disadvantages, that include higher costs and uncertainty concerning the qualifications and experience of subcontracted auditors, as well as confidentiality issues.

By outsourcing retail audits, businesses also miss out on the benefits of store self-assessment, especially the round-the-clock awareness it can create among team members when combined with proper training and mentoring.

Retail audit software is an ideal solution for businesses concerned with outsourcing their store audits. With retail audit software, businesses can reach their compliance objectives by allowing store team members to perform audits on individual or shared smartphones or tablets.

An advanced retail audit software solution allows businesses to create their own customized checklists and surveys, that can include photos and signatures, and has the added benefit of doing away completely with data transcription.

VisitBasis is a comprehensive retail audit software solution for businesses of all sizes. VisitBasis allows creating task templates for everything that needs to be checked at the retail location as well as instant access and analysis of the information collected, providing a budget-friendly and easy-to-use system that helps you take full control of retail audits at the point-of-sale.

Ready to take full charge of your retail audits? Sign up today at www.visitbasis.com for a free trial, or book a free online demo to see how it works.



Wednesday, August 17, 2016

Who Has the Time for Reporting?

In general, salespeople hate reporting. After all, every minute spent on reporting means time away from customers and, therefore, sales opportunities.

However, reporting is obviously a necessary "evil", especially in sales organizations with widespread territories.

The good news is that mobile technology along with SaaS (Software as a Service) now allows for outside sales reps to fill out customer visit reports on their mobile devices. With field sales management software, reps can place orders, take visit notes, present new products, and notify management of their current whereabouts, among others, all on their smartphones and tablets.

And once the sales call is over, the report is already synchronized with the office so there is no need to spend more time away from sales opportunities.

Field sales management software has also many other benefits that can help field reps increase customer-facing time, including:

  • Route optimization: With a field sales management software in place, reps can use the app on their mobile devices to calculate the shortest route for the day and maybe have time for one extra call.
  • Anywhere access to collaterals: Sales and marketing management can upload documents such as product images and PDFs so they will be available whenever the opportunity comes for the sales rep to present a new product, reducing call preparation time.
  • Automatic notifications: How many times, in the middle of a call, the customer needs some advanced product information but the rep cannot reach the product manager or engineer who could answer the customer question and then the closing is lost? Some field sales management software allow the set up of automatic notifications of events so, whenever a rep performs a certain task, the appropriate people will be notified and customers get their answers faster.

VisitBasis is a complete field sales management software that has all the tools to help your reps save time and close more sales.

Learn more about VisitBasis: Sign up today for a free trial or request an online demo!



Wednesday, August 10, 2016

Lost Sales are Just the Tip of the Iceberg in Out-of-Stocks

"Out-of-stock" is a dreaded term in retail. When there is no stock of a certain product, there can be no sales of such product, so out-of-stock means lost revenue. Period. The customer that didn't find their favored product in stock at a certain location might even be lost forever, since the absence of that product could mean settling for - and then liking - available alternatives.

In summary, out-of-stocks mean more than lost sales, they can mean losing customers due to poor reputation and brand loyalty.

Therefore, consumer product goods (CPG) and fast moving consumer goods (FMCG) companies have systems in place in order to prevent frequent out-of-stocks. One such system involves having merchandising teams going to each and every store where their products are sold in order to verify the quantities still available and request more product if necessary.

Field merchandising software has revolutionized how out-of-stocks are handled. Before, companies had to rely on the old pen-and-paper methods of filing reports and then making calls if necessary. Field merchandising software allows field reps to use their own devices to notify operations of any low or out-of-stocks.

Some field merchandising software, such as VisitBasis, even allow for instant notifications of specific tasks to certain people. For instance, if a field rep detects that there is a low quantity of a product in the point-of-sale he/she is visiting, by using the field merchandising software in his/her mobile device to report this, sales and shipping can be automatically notified and take immediate action in order to prevent the out-of-stock.

Ready to see for yourself? Sign up today for a free trial of VisitBasis Field Merchandising Software or request an online demo!


Boosting Retail Sales with Field Marketing

Field marketing aims to better promote brands in stores and also to make sure that customers have a positive brand experience. Easier said than done, right?

For CPG and FMCG companies, field marketing can become a nightmare simply due to the army of people needed to implement effective point-of-sale strategies.

A field marketing software can make help brand and marketing managers make sure that their retail plans are correctly implemented. With a field marketing software, there can be significant improvements not only on field marketing operations management, but also on the accuracy of data collected and in planogram consistency.

Here is how field marketing software can make a difference in the following everyday in-store activities:
  • Planogram compliance and shelving
    A field marketing software allows access to planogram schematics for each point-of-sale on the rep's smartphone or tablet and also captures store photos. This clearer communication along with stricter supervision turns into a higher level of planogram compliance and brand consistency.
  • Questionnaires and surveys
    With field marketing software such as VisitBasis, it is easy to customize forms and surveys to gather precise information from customers in order to tweak promotions and products. By collecting the data in the field rep's mobile device and automatically sending it to a cloud server, field marketing software allows companies to skip the dreaded paper collection and transcription process and streamline data capture and analysis.
  • Boost sales
    Field reps who interact with store managers have the ability to influence which products are carried at a certain store, as well as where they are carried, hopefully ensuring prime placement. A field marketing software gives reps easy access to sales collaterals and product information along with the ability to place orders, all in their mobile devices.
See how VisitBasis field marketing software can boost your retail sales - sign up today for a free trial!

Tuesday, August 2, 2016

Building a Culture of Field Force Efficiency

highly-productive and efficient field force is a must-have for retail-related businesses. Merchandising departments and sales and marketing agencies in CPG, however, have a hard time managing their field force mostly due to high rep turnover.

While some factors that lead to high turnover cannot be controlled - such as personal expectations and lack of knowledge of what the field rep job entails - it is proven that effective mentoring can dramatically reduce turnover and improve rep productivity and efficiency.

The "field" aspect of field forces, however, can make rep mentoring a challenge, to say the least, since one-on-one monitoring becomes highly costly and time-demanding.

A field force monitoring solution can be an invaluable tool in mentoring reps.  When reps have a field force monitoring solution in their mobile devices, they can view their schedule, perform tasks, answer questionnaires, take pictures, capture signatures, and place orders, among others, in their smartphones or tablets. Then, without leaving the office, field operations managers and supervisors can track field rep activity in real time and constantly evaluate their performance. 

VisitBasis is a field force monitoring solution that offers all the tools needed for field operations managers and supervisors to effectively plan, track and evaluate their team activities. The VisitBasis field force monitoring solution includes many capabilities that will assist with field rep compliance and mentoring, such as the following :

  • Optimized GPS routing, maximizing the number of visits per day 
  • Visit scheduling and planning integrated with Google Calendar
  • True online/offline capabilities, so reps are able to work even if they don't have coverage
  • Instant notifications of specific tasks (such as orders) or visits to key locations
Sign up today for a VisitBasis free trial or request an online demo!




Friday, July 29, 2016

How to Deal with the Challenge of Poor Planogram Compliance

Poor planogram compliance is a known issue in retail. According to the ISI Sharegroup, it is estimated that the total cost to the U.S. retail RCP industry of poor planogram compliance (actual and opportunity costs) is approximately 1% of gross product sales.

Planogram compliance, however, is not something that is accomplished in an office by the merchandising strategy team. The adherence to a category's or product's retail merchandising standards must be verified at every single recurring visit performed at each point-of-sale by every single field rep.

A retail planogram app for compliance checks is the ideal tool for verifying adherence to merchandising standards. By having a retail planogram app for compliance checks on their smartphones and tablets, field reps can have access to the merchandising schematics for each store they visit, making sure that the products are displayed according to plan.

By implementing a retail planogram app for compliance checks, merchandising departments and sales and marketing agencies are able to:

  • Virtually eliminate the use of paper by trading survey forms, reports and even literature for their electronic equivalents.
  • Eliminate transcription errors and misunderstanding.
  • GPS-stamped data collection in order to avoid fraudulent check-ins.
  • Save on travel reimbursements and maximize store time by calculating the shortest visit route for each day.
  • Implement revenue-boosting strategies by communicating more effectively with field reps through visit checklists and notes.
  • Receive automatic notifications of mission-critical situations, such as out-of-stocks or damaged lots.
  • And much more.

VisitBasis is a retail planogram app for compliance checks with all the key elements necessary for an effective empowerment of merchandising teams. See what a retail planogram app for compliance checks can do for your merchandising efforts, sign up today for a free VisitBasis trial!


Thursday, July 28, 2016

How Can SMBs Compete with Big Businesses?

For small and medium companies - sometimes just starting up - it is hard to compete with big businesses. As the old saying goes: "You must spend money to make money". Larger businesses, therefore, have more resources to invest and typically can reap larger benefits from their investments in machinery, technology, personnel, etc.

Mobile field force automation, for instance, used to be a dream for small and medium-sized business owners due to the heavy investment needed not only on system technology, but especially on equipment.

The widespread use of smartphones and tablets, however, combined with the recent advent of Cloud computing and SaaS (software as a service), dramatically brought down the initial costs of implementing a mobile field force automation solution. After all, all that is needed now is for sales reps to install a mobile app on their existing smartphone or tablet and field force automation will be mostly up and running.

Small and medium-sized businesses looking for sophisticated solutions with affordability will be pleasantly surprised at the features offered by mobile field force automation SaaS solutions.

VisitBasis is a state-of-the-art mobile field force automation solution that offer big-business features at SMB budget. These features include GPS tracking of field reps, route optimization, customizable forms, automatic notifications, free and unlimited app downloads, among others.

Ready to reap the benefits of mobile field force automation? Sign up today at www.visitbasis.com for a free trial, or book a free online demo and let us show you how it works.


Tuesday, July 26, 2016

Fighting Food Safety Neglect with Smartphones

Neglecting food safety in retail is not an option. Every food-related business - from supermarkets and grocery stores to restaurants, convenience stores, hotels, drugstores, and everything in between - can have it's reputation ruined and scare away revenues due to a bad official inspection or customer complaints, and consequences are amplified these days with reviews on websites such as Yelp and Google.

However, it is not only up to the establishment's manager to watch over food safety. Food safety measures must be taken every time any employee manipulates or stores a food item, and therefore, every employee should be able to detect food safety breaches and communicate it to management so the situation is dealt with before it reaches the public or, worse, a city or county inspector.

But how to empower every retail establishment employee to perform their own inspections and then record this information so it can be analyzed and prevented in the future?

A retail inspection app is the ideal solution for any food-related business. Most retail inspection apps available on the market can be installed on any Apple or Android smartphone, so employees can download it to their own devices and become inspectors themselves. In businesses where the employees need to store their phones while working, the retail inspection app can be loaded onto a shared tablet, for instance.

One of the biggest advantages of retail inspection apps over traditional pen-and-paper is that it allows setting up automatic notifications, meaning that management can receive a message every time a mission critical food safety issue is detected.

VisitBasis is a state-of-the-art retail inspection app, complete with customizable forms, image and signature capture, automatic notifications, graphic analytics, and all the tools needed to keep food safety in retail establishments in check.

See for yourself - sign up today for a free VisitBasis trial!


Monday, July 25, 2016

Fraudulent Calls are Outside Sales #1 Enemy

Fraudulent customer calls are a serious issue for sales. When outside sales reps are deployed to perform their daily customer rounds, it is expected that they will visit the locations they are supposed to, as well as present certain products and sometimes perform other tasks, such as performing surveys and collecting relevant information.

However, once the sales reps are on the field, it becomes difficult to actually monitor their location and activities, especially in larger teams. It is a lose-lose situation: The reps have to take time from actually selling to call the office or fill out reports, and sales management needs to assign extra personnel to help with taking these calls and transcribing reports.

A sales tracking solution is the ideal tool for this scenario, since it fulfills the duties of the extra personnel mentioned before.

With a sales tracking solution, sales managers can prevent fraudulent customer visits by monitoring the location of field reps, as well as have instant access to relevant sales call information and verify that the appropriate product presentation was performed at the correct customer location, for instance.

There are even more advantages to implementing a state-of-the-art sales tracking solution: Some of options available on the market allow management to create automatic notifications of certain events, such as a call on a specific key customer or a request for equipment maintenance.

VisitBasis is a comprehensive sales tracking solution. It improves communication between sales management and the field so outside reps can have all the tools they need to succeed at their fingertips while keeping management informed of rep's locations and activity. And there is no need to invest in new hardware since the free VisitBasis mobile app works on most smartphones and tablets.

Sign up today for a free VisitBasis trial or schedule a demo!



Wednesday, July 20, 2016

The Importance of Customer-Facing Time and How to Increase It

Customer-facing time is an essential part of sales. By interacting with customers, outside sales reps and marketing agents can better understand their needs and wants, leading to better sales outcomes (quantity and/or satisfaction) and eventually to more customer-centric products.

In retail, increased customer face time with a store manager means that the salesperson will have a better grasp of the peculiarities of each point-of-sale and will build sales orders that will lead to improvements in product turnover ratios and less out-of-stocks.

However, customer-facing time is increasingly considered a rare luxury and many are the threats to it: Endless team meetings, traffic delays, scattered sales territories, email overloads, reporting and paperwork, etc.

An outside sales software can be instrumental in increasing customer-facing time. By implementing an outside sales software solution, sales managers are able to see several improvements that can lead to increased customer-facing time, such as the following:

  • Better territory management
    With an outside sales software, sales managers can visualize territories on a map, and plan them in order to minimize travel distances.
  • Less travel time
    Besides territory mapping, a state-of-the-art outside sales software will also offer route optimization capabilities, calculating the shortest daily route for each rep.
  • Less paperwork, reporting and emailing
    An outside sales software with mobile app will allow sales reps to access product collaterals, place orders, fill out forms, take pictures, verify equipment, and make visit notes, among others, all in their mobile devices, while giving managers access to the information collected in real time. 

VisitBasis is a complete outside sales software solution that delivers all the tools your reps need to succeed at their fingertips. The VisitBasis App is available for unlimited downloads on Google Play or App Store.

See today what an outside sales software solution can do for your organization - try VisitBasis for free!


Tuesday, July 19, 2016

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 goes directly from the rep's mobile device to data storage, meaning that there is no information loss due to time gaps between data gathering and transcription or due to issues such as miscommunication between rep and transcriber.
  • Data storage
    A state-of-the-art mobile merchandising software uses Cloud storage. Cloud technologies such as Google Cloud are the safest choice when it comes to data storage, simply because of the safety layers that these systems provide in addition to the worldwide data access allowed by them. This means that there is no data loss because of hard-copy file misplacement or system failures.
VisitBasis is a complete mobile merchandising software solution that runs in the Cloud. It is made for both Android and iOS tablets and smartphones, is extremely easy to deploy, and you can try it completely free. Just register at www.visitbasis.com, download free VisitBasis App on Google Play or App Store and solve merchandising information loss once and for all.


Wednesday, July 13, 2016

Beating the Competition, One Store at a Time

As strategists can tell us, knowledge is the most important thing if one wants to beat the competition.

For consumer product goods (CPG) and fast-moving consumer goods (FMCC), the battle for the customer's wallet happens at the point-of-sale level, and this is why store audits are so important.

A store audit app will not only help field reps to more efficiently collect competitor information, but also allows brand and category managers to get faster access to this information and act swiftly to take advantage of opportunities and/or to prevent losing market share.

Among other benefits, a store audit app will provide the following competition monitoring tools:
  • The ability to schedule and plan regular visits in order to get the right competitor information at the right time.
  • Full customization of task forms and surveys, so the field rep will collect the exact information needed.
  • The power to capture photos, so not only pricing, and shelf count and position can be analyzed, but also packaging and seasonal displays and promotions.
  • A state-of-the-art store audit app will also allow for instant notifications of specific tasks so, for instance, a category manager can be notified when a field rep performs a task called "competitor price drop".
VisitBasis Store Audit app is a complete retail audit solution that offers all the elements needed to perform mobile POS audits and surveys in one package.

Stay on top of your competition! Learn more at www.visitbasis.com. VisitBasis Store Audit app is available at Google Play and App Store and can be downloaded for free for an unlimited number of users.

Monday, July 11, 2016

Promotion Optimization Institute Report Acknowledges VisitBasis as an "Affordable, Rapidly Deployed" Solution to Retail Execution

Miami, FL - VisitBasis, the startup mobile retail execution solution provider from Hallandale Beach, FL, has been included among the 20 representative providers of retail execution technology evaluated by the Promotion Optimization Institute (POI).

The POI Retail Execution Vendor Panorama 2016 report is a detailed analysis by the POI of the retail execution technology market and its vendors, including Accenture, SAP, and StayInFront, among others.

VisitBasis is evaluated in the report as being "a low cost and largely do-it-yourself solution with a global footprint" and "a starting point for affordable, rapidly deployed, and integrated on your own... merchandising solutions".

"We feel that the POI Retail Execution Vendor Panorama 2016 captured the essence of what VisitBasis aims to bring to mobile retail execution: Simplicity and affordability, with global reach", says Sergey Gorbunov, VisitBasis CEO. "As we continually improve our application, we will use this document as a roadmap to further providing exceptional mobile retail execution solutions. It is an honor to be included in a report by such an industry-leading organization."

The complete POI Retail Execution Vendor Panorama 2016 report can be downloaded at http://poinstitute.com/wp-content/uploads/2016/06/POI-Retail-Execution-Vendor-Panorama-2016-FINAL-1.pdf.

For more information on the Promotion Optimization Institute, visit www.poinstitute.com.

About VisitBasis Tech, Llc.
VisitBasis is a B2B software-as-a-service (SaaS) company specialized in the development of cost-effective, cutting-edge and comprehensive mobile solutions that aim to increase sales and reduce costs, improving the bottom-line of businesses that rely on field professionals. The key benefit of VisitBasis app is to optimize retail execution, merchandising, field marketing, mobile data collection, retail audits, territory management, sales rep planning, tracking sales, mobile staff management, electronic product catalog, sales enablement, among others, especially in the consumer product goods (CPG) and fast-moving consumer goods (FMCG) industries.



Friday, July 1, 2016

Motivating Field Sales Reps in the Mobile Age

Behavior psychology tells us that there are two types of motivation, extrinsic and intrinsic, and that people perform better when a balance between both types is reached.

Sales rep are the classic example of a profession that relies a lot on extrinsic motivation, since the rewards for a job well done are basically financial incentives and praise.

A sales force automation app can help managers achieve a more even balance between both types of motivation. By implementing a sales force automation app, field sales teams can achieve the following:

  • Less anxiety and stress
    With scheduling and planning tools, sales force automation apps make it easier to plan customer visits. With a sales force automation app, field reps also have anytime access to product collaterals, so they will never be empty-handed when the opportunity comes to present another product to a customer.
  • More personal time
    A state-of-the-art sales force automation app will offer tools such as route optimization, saving travel time and costs, and real-time monitoring, virtually eliminating off-hours reporting.
  • Piece of mind and satisfaction of a job well done at every sales call
    With a sales force automation app, by the time a sales rep steps out of the customer's door and closes a visit, this sales rep will be certain that management knows that the visit has been performed at the right location, products were presented, messages were conveyed to the office, and orders were placed. 

VisitBasis is a complete mobile field sales solution, as it is a cloud-based enterprise data collection software for managing, scheduling, and monitoring field team activities in real-time. It allows field sales managers and supervisors to oversee all stages of the outside sales process, from assigning territories, calls and tasks to retrieving up-to-the minute results through VisitBasis online dashboard, reports and analytics.

Let us show you how easy it is to increase your field rep motivation and revenues using the VisitBasis App – schedule your demo today or sign up for a free trial


Thursday, June 30, 2016

What to Look for in a Mobile Retail Audit Solution

Recurring retail audits - or follow-ups, as they are also called in the industry - are the backbone of CPG (consumer product goods) field marketing. Field reps perform regular visits to stores to verify whether their assigned products are in-stock, are being displayed according to the category planogram, or are appropriately priced, for instance.

Mobile retail audits have revolutionized the industry. Before, field reps had to use the traditional clipboard and carry mounds of paper around, then transcribe the information onto a computer. With mobile retail audits, reps can perform their assigned tasks on their smartphones and tablets, saving a tremendous amount of time and paper.

However, to fully fulfill the needs of field marketing teams, mobile retail audit solution must be able to:
  • Provide planning and scheduling capabilities that allow for change of plans, such as a rep covering another's territory during vacations, for instance.
  • Capture not only alphanumeric answers but also photos and signatures in customizable forms.
  • Work online and offline, so reps can perform the mobile retail audits even if there is no cell phone coverage or WiFi.
  • Track the location where field reps performed their assigned tasks to prevent fraudulent check-ins.
  • Notify management and other stakeholders of mission-critical tasks or visits, such as when an out-of-stock has been detected or a key location has been visited.
  • Provide an instant analytics tool that allows for unlimited periodic reporting on mobile retail audits.
  • Work seamlessly across Apple and Android mobile devices so field reps can use their existing equipment. 
VisitBasis is a complete mobile retail audit solution that provides all of the above benefits, among many others. See today how VisitBasis can help your organization implement mobile retail audits: Sign up for a free trial or schedule an online demo.


Wednesday, June 29, 2016

The Special Merchandising of Specialty Stores

Specialty stores and gourmet retailers pose unique challenges when it comes to merchandising. Shoppers know they are paying a premium when shopping at these locations, so they expect higher product presentation standards.

A mobile visual merchandising software can be instrumental when sending out field reps to specialty stores. A state-of-the-art mobile visual merchandising software provides field marketing teams not only the ability to perform in-store activities that include pictures, but also the following:

  • Features in mobile visual merchandising software allow field reps to refer to the custom planogram for each store location without having to sort through mounds of paper, increasing planogram compliance. A recent study from National Association of Retail Marketing Services (NARMS) found that retailers who achieve planogram compliance can realize a 7.8% increase in annual sales.
  • Some mobile visual merchandising software on the market also provide integration with automatic notification tools. These tools allow automatic messages to be sent to stakeholders when a certain task is completed or when a specific location is visited, which means that mission-critical issues such as out-of-stocks or can be dealt with much faster.
  • Because of automated data analysis, mobile visual merchandising software also allows for periodic reporting. This makes it much easier to detect issues such as consistent irregular product condition at a specific key location, so operations can deal with it accordingly.


VisitBasis was designed by merchandisers, for merchandisers. It is a complete mobile visual merchandising software solution that allows you to quickly and easily implement a cost-efficient point-of-sale data collection system with no need for technical knowledge.

Schedule today a VisitBasis Merchandising software demo, or sign up for a free trial!

Watch the below video how VisitBasis Mobile Visual Merchandising Software integrates with a chat solution that allows for instant notification of issues such as out-of-stocks, price discrepancies, and irregular product condition:


Tuesday, June 28, 2016

Mobile Data Collection in Retail and Its Surprising Real-Time Benefit

Mobile data collection apps have revolutionized the way retailers, CPG manufacturers, and sales and marketing companies perform merchandising and other activities at the point-of-sale.

Not that long ago, in order to perform and report in-store activities, field reps relied on the almost-anecdotal process comprised of paper and digital camera and then had to transcribe everything onto computers, sometimes long after completing the actual activity.

With a mobile data collection app, field reps can capture and synchronize answers, pictures and signatures on the spot, translating into more accurate information reaching management, faster.

Surprisingly, the real-time characteristic of mobile data collection apps has led to one additional benefit: Because the focus is no longer in the data collection itself, since it becomes second-nature on a mobile device, field reps can now shift their attention to customers and store managers.

This focus-shifting by-product of mobile data collection apps translates into better relationships with target audiences and decision-makers, with more meaningful information-gathering and, therefore, potentially increased sales and market share.

VisitBasis Mobile Data Collection App allows creating custom task templates for every in-store activity, from planogram checks to customer surveys, and helps you streamline your data collection so your field reps can increase their customer-facing time and be more productive. VisitBasis Mobile Data Collection App is available for both Android and Apple mobile devices, so field reps can keep their own devices and shorten the learning curve.

Sign-up today for a free trial of VisitBasis Mobile Data Collection App!