Friday, April 22, 2016

The One Thing You Shouldn't Need to Worry About Retail Audit Apps

Retail audit apps have revolutionized the way audits and inspections are performed at the point-of-sale.

First of all, retail audit apps have eliminated the huge amount of paperwork that had to be transcribed, scanned, etc. Also, decision-making concerning issues that arise during audits on the part of brand and category managers, merchandisers, sales managers, among others, now has come down to sometimes a matter of minutes (if not, seconds) instead of the days it used to take for the information to flow from the field to the appropriate office.

But when deciding on which retail audit app to choose for your business, what should you worry about? Here is a shortlist:
  • Ease of set-up and use, ideally independent from IT departments and contractors.
  • Ability to customize mobile forms to your business needs so you can get the exact information you need from your retail audits and inspections.
  • Scalability of the retail audit app platform, so it can adjust to your business size.
  • Availability of the collected data - it should be available 24/7, ideally on a cloud server.
  • Ability to spot fraudulent check-ins, so you can be sure that the information you need is coming from the correct location.
One thing you shouldn't need to worry about, however, when choosing a retail audit app for your business is how much you will invest in equipment. We explain: Most apps on the market today are cross-platform, meaning they can be used either on iOS (Apple) or Android smartphones and/or tablets.

This allows your field auditors and reps to use the devices they already own - and know how to use - to do their job and your business to benefit from the fact that roughly 96% of smartphone/tablet users these days carry a device on either one of these platforms, according to the IDC.

VisitBasis Retail Audit App 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

VisitBasis Retail Audit App is available at Google Play and App Store and can be downloaded for free for an unlimited number of users.

Watch the below video with an overview of the VisitBasis Retail Audit App for iOS and Android:

Increasing the Effectiveness of Visual Merchandising

Visual merchandising is a well-know way to maximize marketing budgets for product manufacturers and retail businesses alike, since improving the visual display of products and services translates into a "silent-selling" technique.

However, merchandising managers and directors often face issues with implementing their plans and displays, mostly because they need to rely on local employees - or even outsourced reps - to follow their instructions and those are, most of the times, thousands of miles away - sometimes with little or no supervision.

Visual merchandising software can be an invaluable tool when it comes to effectively implementing merchandising plans. The dissemination of mobile and cloud technologies mean that visual merchandising software can be the "eyes" of merchandising designers and planners in the field, increasing compliance rates.

Benefits of visual merchandising software include the ability to:
  • Request and receive information from field reps and inspectors in custom format.
  • Virtually instantly receive as many pictures as necessary from each point of sale.
  • Avoid delays in evaluating the implementation of visual merchandising plans due to lost or sluggish paperwork.
  • Easily locate and view previous audit/inspection reports on cloud database.

Want to know more about how visual merchandising software can help your company boost sales while keeping the marketing budget down? Sign up today for a free trial of VisitBasis Visual Merchandising Software!

Watch the below video and see how you can access your company's history of visual merchandising audits and inspections on VisitBasis Visual Merchandising Software:

Monday, April 18, 2016

The Best-Kept Secret in Retail Mobile Data Collection

VisitBasis mobile data collection software
It is no secret that retail-related businesses capture massive amounts of information through field reps using mobile data collection software.

Mobile data collection software can help keep track of product and category availability, pricing, location, presentation, perception, and competition, among others. Therefore it is no surprise that this information is invaluable when it comes to planning and creating future marketing campaigns, and is proven to be decisive on a make-or-break scenario in an industry that deals with the slimmest of margins.

Recent developments in mobile data collection software, moreover, have brought retail mobile data collection to a new, higher level, where all information is interconnected and automatically accessible. It is now possible for a category manager in, let's say, Cleveland, to know immediately that an out-of-stock of one of his/her products has been detected by a field rep in Paris, France.

State-of-the-art mobile data collection software makes it possible for automatic notifications of less-than-desirable retail situations that may negatively affect sales and, therefore, allows for an immediate action by stakeholders, with less time (and money) lost. Any retail-related business that still has not implemented a mobile data collection software solution should look immediately at the options available on the market.

Watch the below video to see how VisitBasis mobile data collection software sets up automatic alerts for specific retail tasks or locations:

Ready to try the benefits of mobile data collection software? Sign up today at for a free trial, or book a free online demo and let us show you how it works.

Choosing the Ideal Retail Audit Software for your Needs

Retail audit software has revolutionized the way retail audits are performed. Instead of having to deal with mounds of data to be input and analyzed, now retail operations can easily access and interpret the information coming from points-of-sale, with little concern over issues such as clerical errors and fraudulent check-ins.

Choosing a retail audit software, though, can prove to be more complicated than expected, due mostly to the many options available on the market these days. To help with choosing a retail audit software, operations should take into consideration the following points:
  • Budget
    Most retail audit software solutions on the market charge on a cost/user/month basis, but some charge an additional cost/location that can snowball and easily blow up any project budget.
  • Size of retail operation
    Ideally, a retail audit software should be scalable and able to adjust to retail operations big and small, with equal level of service and reliability.
  • Ease of implementation and use
    One of the most frustrating things is business is having to rely on IT departments or outside contractors in order to deal with mission-critical devices and applications. Choosing a retail audit software solution that requires no specific hardware, installations, downloads, deployment, etc, will make the implementation process a lot simpler.
  • Data access and authentication
    Cloud-hosting is the ideal situation for retail audit software solutions, since it is paramount for it to be operational and accessible 24/7.
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, 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 try the benefits of mobile? Sign up today at for a free trial, or book a free online demo to see how it works.

Thursday, April 7, 2016

How to Take the Chaos Out of Field Sales Management

Field sales management can become quite a daunting challenge: In addition to managing people, there is the complicating factor that the sales reps are scattered over a sometimes vast territory, and some do not even come to the sales office regularly.

But technology has been making the life of field sales managers a lot easier these days, with field sales management software being the ideal solution for this chaotic scenario.

By adopting a field sales management software solution, management is able to "be in the field" with the reps, not only allowing for a mere aggregation of data but also providing an opportunity for better communication and mentoring.

VisitBasis field sales management software solution consists of a mobile app, which sales reps use to place in-store orders and returns; and a browser-based management interface, where field sales managers monitor field team activities in real time.

VisitBasis field sales management software capabilities include:
  • Planning and scheduling of sales rep retail visits.
  • Sales rep route optimization both on the management interface as well as on mobile devices.
  • Customizable task templates with different types of answers, including photos, signatures, and more.
  • Location-specific price lists and must-stock lists.
  • Instant alerts for field sales managers on tasks and orders completed.
  • GPS-confirmed and time-stamped data, excluding the possibility of fraudulent check-ins or reports.
  • True offline capabilities, so field sales reps can perform tasks and complete orders even if there is no Internet connection.
See today how VisitBasis field sales management software can bring order to the chaos of field sales operations: Schedule a free demo by clicking here.

Watch the below video and see how easy it is for your sales reps to use the VisitBasis field sales mobile app:

Wednesday, April 6, 2016

Unleash Brand Growth with Field Merchandising Software

Field merchandising software can be an invaluable tool in unleashing brand growth and therefore increasing market share in consumer product goods (CPG). Through systematic retail audits done with the aid of field merchandising software, brand managers can have easy access to the specific aspects of their merchandising strategy and correct any deviations from a successful course of action.

Therefore, it is paramount that field merchandising software come with the ability to customize input forms, so field reps can quickly enter data on important retail parameters, such as the following:

  • Stock availability - No stock means no sale.  An out-of-stock also brings the risk of losing a customer and, with it, market share.
  • Price - Another important factor on market share. If a product is priced out of the range of its competitors, it might send a wrong message (Cheaply made? Too expensive?). Field merchandising software allows brand owners to swiftly act on correcting price discrepancies as soon as they are reported by field reps.
  • Shelf location - As a general merchandising rule, the products located at eye-level and closer to the center of the aisle will sell more, but prime space will cost more when negotiating with a retailer. Through photos, field merchandising software can help design and evaluate a shelf location strategy that best suits each brand. 

VisitBasis was designed by merchandisers, for merchandisers. It is a complete field 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.

You can schedule a VisitBasis Merchandising software demo by clicking here.

Watch the below video how VisitBasis Field Merchandising Software integrates with a chat solution that allows for instant notification of issues such as out-of-stocks, price discrepancies, and wrong shelving: