Skip to main content

3 Steps to Successful Retail Audits


VisitBasis - Retail Audits Done Right, Without Breaking the Bank

Retail audits are an essential part of any CPG (Consumer Packaged Goods) business. They help implement successful retail strategies that help increase sales and boost profits.

The following steps give a roadmap to implementing a successful retail audit plan:

1. Choose a mobile retail audit software
There are several options on the market, and the best ones have the following capabilities:
   • Cross-platform app (BYOD - bring your own device), so your reps will be able to use their own cell phones.
   • Visit planning and scheduling: This way, not only will you be able to plan when your reps will visit each store, but also which tasks will they perform while at the point-of-sale.
   • Customization: So you can create your own, custom POS audit and inspection mobile forms requesting photos, signatures, etc.
   • Works online/offline: In order to enable your reps to perform retail audits even if they are in areas without Wi-Fi and/or wireless Internet.
   • Real-time reporting: This will allow you to virtually be at the point-of-sale with your reps and instantly react to any critical information, such as out-of-stocks.

2. Start small
Take advantage of free trials, "lite" and pay-per-user versions of retail audit software to implement a store audit plan on a limited territory, for a limited number of products, and/or only with a few reps. Increase the scope of your retail audits as you tweak your processes and become more familiar with the software.

3. Report and share results
Constant monitoring is a key factor in the successful implementation of a retail audit plan. This is why an effective retail audit software will allow you to view in real time the audit results coming from your points-of-sale. It should also allow you to analyze results and automatically generate "readable" reports that can be printed, saved to PDF and shared.

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

Learn more at www.visitbasis.comVisitBasis Retail Audit is available at Google Play and App Store and can be downloaded for free for an unlimited number of users!



Comments

Popular posts from this blog

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