Friday, November 2, 2018

Field Force Automation Solutions Deliver More Than Just Mobile Data Collection

Field force automation solutions have revolutionized the way businesses with outside teams work. From sales to in-store merchandising and service professionals, field force automation has done away with paperwork and double data entry errors, as well as brought increased productivity.

But besides straightforward mobile data collection, what are some other benefits of field force automation solutions? Businesses who have adopted such software report the following:

Better accountability with little effort
In addition to actively collecting data, mobile field force automation solutions also gather passive information, such as GPS and time stamps. This means that management is able to see where their field personnel are during the day and which activities are being performed at which customers.

Empowering of field professionals
More than data collection, mobile field force automation solutions provide a platform for accessing relevant information. For instance, sales reps can retrieve new product brochures and past customer call reports without the need to plan visits by printing out materials. Also, specific forms can be designed so field personnel can report on out-of-the-ordinary situations, such as distributor or retailer out-of-stocks.

Real-time reporting 
Real-time reporting is probably the biggest advantage of field force automation solutions for businesses since there is virtually no lag time between data collection and reporting, thanks to the elimination of data transcription and processing, and therefore make faster and better strategic decisions.

VisitBasis is an ideal field force automation solution for businesses conducting in-store or in-customer 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.

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


Wednesday, October 31, 2018

Mobile Merchandising App is Key to Improving In-Store Customer Experience

With the threat of online shopping looming over brick-and-mortar retailers, more than ever it is important to ensure a positive in-store customer experience in order to maximize revenue.

But how can merchandising managers in large, sometimes multinational retailers and CPG manufacturers have any control of customer experience in every single store? Mobile merchandising is the answer to that.

A mobile merchandising app allows reps, store personnel, and retail auditors to capture data on their smartphones and tablets. The information is then stored in the Cloud, where managers can run reports and follow in real time what is going on with their brands or territories.

So not only is mobile merchandising superior to the traditional pen-and-paper audits and surveys when it comes to the speed that information reaches decision makers but it also provides more opportunities for centralized management to be involved in the customer experience at individual stores.

Beyond speeding the access to information, mobile merchandising platforms improve the quality of information collected at stores. For one thing, electronic forms are easier and faster to fill in and therefore can be more complex since there is no need to take data transcription into consideration. On top of that, the use of a smartphone for data collection means that photos can also be captured, giving management visual elements that help track and improve the customer experience at stores.

VisitBasis mobile merchandising platform provides all the tools necessary to set up and execute retail audits and customer surveys, among others, from custom checklists and questionnaires that include photo answers to real-time access to captured data and GPS verification of visits.

Try VisitBasis today! Sign up for a free trial or schedule an online demo.


Thursday, October 4, 2018

Maybe Smartphone Use During Working Hours is Not Bad After All… When a Retail Store Audit App is Installed!

Smartphone use during working hours is frowned upon in most businesses, especially when it involves outside contractors or field staff - such as merchandisers and marketing reps - or, even worse, store employees.

However, recent developments in mobile technology mean that cell phones are no longer tools used exclusively for business or social voice/text communication. Smartphones - as the name indicates - are basically small computers that we carry around, always available to us, and apps are literally the software running on them.

Retail store audit apps, in particular, are solutions that allow field staff to perform in-store activities right on their mobile devices. Most retail store audit apps work across multiple phone platforms - such as Apple's iOS and Google's Android - so they do not require any custom hardware, making it easy for manufacturers, distributors, agencies, and retailers to implement such solutions without having to invest in equipment.

Clearly, capturing data on a mobile device has many benefits when compared to the old pen-and-paper checklist system. With a retail store audit app, not only companies can set up checklists that capture from text to photos and single or multiple-choice selections, but all the data transcription work is virtually eliminated. Therefore, we can clearly see how this translates into personnel, time, and paper savings.

VisitBasis is a retail store audit app that allows for custom in-store data capture with the following additional features:

  • Mobile user tracking with GPS verification of store visits, 
  • custom setup of SKU distribution lists by store or chain,
  • visit scheduling, planning, and optimized routing,
  • real-time reports and access to audit findings,
  • Cloud-based system, easy to use and implement.

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


Monday, October 1, 2018

Making Complex Retail Planogram Checklists Simpler to Set Up, Easier to Audit

Retail planogram checklists can be complex for all those involved with the process: From the managers setting up individual store distribution lists to merchandisers filling in information on extensive forms for several products at a time.

Merchandising apps such as VisitBasis can greatly simplify the retail planogram checklist process. VisitBasis was developed by merchandising executives who thoroughly understand the specifics of store audits and therefore provides a comprehensive retail planogram checklist platform.

VisitBasis features include the following:
  • Custom task builder
    Retail planogram checklists can become quite long and complex. VisitBasis allows managers to customize checklists with different answer types for each question, as well as provide single- and multiple-choice answers, as well as attach sample planograms and instructions to tasks so reps and merchandisers have all they need to complete their work right on their mobile device.
  • Custom store or chain-specific product distribution listsVisitBasis allows managers to configure which products are available at each store or chain, resulting in retail planogram checklists that apply only to the products available at each store. Along with a barcode search feature, this greatly reduces input errors by merchandising reps.
  • Protection against fraudulent check-insVisitBasis provides GPS verification of all store visits and tasks, so managers can be sure that the planogram audit was performed at the appropriate location.
  • Real-time access to incoming dataRetail planogram checklists can detect mission-critical issues, such as out-of-stocks and damaged promotional displays. With VisitBasis, managers have instant access to visit and task data as soon as reps sync the app, so not only can they address any mission-critical issues but also generate real-time reports.

Want to see how VisitBasis can help your business streamline retail planogram checklists? Sign up right now for a free trial at www.visitbasis.com and schedule an online demo with our team at meetme.so/visitbasis.


Friday, September 28, 2018

How a Mobile App for Merchandisers Helps Businesses Go Green

Merchandising activities are traditionally natural resource intensive, from the piles of paper necessary to perform numerous daily audits to the amount of fuel used by reps in their daily routes.

Therefore, it is easy to see how a mobile app for merchandisers can help businesses go green just by virtually eliminating paper usage during audits. But what are other ways in which such apps can help reduce the use of natural resources in merchandising activities? Here are some examples:

  • Elimination of data transcription - the most work-intensive part of traditional pen-and-paper audits is actually transcribing the data collected at stores. By eliminating this work- and time-intensive step, a mobile app for merchandising helps save power and man-hours.
  • Route optimization - some mobile apps for merchandising can automatically calculate the shortest route for reps' daily store routes. This will naturally lead to time and fuel savings.
  • Anytime online report access - another area in the merchandising audit process where there is traditionally an opportunity for reduced paper usage is reporting. By allowing anytime online report access, including for stakeholders not involved in the day-to-day operations such as outside clients or executives, a mobile app for merchandising significantly reduces paperwork as well as printing costs and power usage.

VisitBasis is a mobile app for merchandising that will help your business go green by providing all the features above along with a straightforward platform for performing custom retail store audits. Learn more and sign up for a fully-functional 14-day free trial of VisitBasis by going to www.visitbasis.com.


Tuesday, September 4, 2018

Best Solution for Field Reps Must Also Please Managers

Managers of merchandising retail audit activities do not have an easy time: Often they are responsible for the work of dozens – if not hundreds – of field reps who are most times geographically dispersed. Therefore, managers face large gaps in accountability and communication, what could hinder their knowledge of what is really going on in stores and, consequently, hinder sales potential.

Mobile solutions for field reps came on the market to bridge that gap and give managers a faster and more accurate view of their brands and product lines at the store level. But what are the criteria that should be used to evaluate not only the best solution for field reps but also for managers?

Some must-have features of a complete mobile merchandising solution include:

  • Visit scheduling and planning from both sides: If one is to be the best solution for field reps, it must allow the scheduling and planning of visits both from manager’s and rep’s side.
  • Automated adjustments to each individual store: This means that managers can set up pre-selected activities and also customize the product lists for each store, meaning fewer rep mistakes or misunderstandings.
  • Real-time access to field data: The true benefits of a mobile merchandising solution can only be achieved with faster decision-making and real-time access to field data allows issues such as out-of-stocks to be addressed as soon as they are detected.
  • Easy reporting and data exchange options: In order to please all inside and outside stakeholders – that might include data-heavy departments such as planning – a truly best solution for field reps must be able to exchange data in various formats, from exporting spreadsheets to having BigQuery access.

Many businesses have found out that, for them, VisitBasis is the best solution for field reps. See how it works for your company: Sign up today for a free trial, no credit card required!


Friday, August 24, 2018

What to Look For in the Best Mobile Merchandising Solution for your Business

Retail-focused businesses depend on merchandising audits to keep track of their in-store availability, presentation, and – in some cases – perception. Companies, from product manufacturers to distributors and marketing agencies, rely on field reps to perform those activities and are increasingly adopting mobile merchandising solutions in order to streamline the flow of information from the stores to decision makers.

However, there are quite a few merchandising app providers on the market, making it challenging for management to decide on the ideal solution for their company.

Therefore, when looking for the best mobile merchandising solution for their needs, managers must make sure that the chosen software provides the following capabilities:

Customizable forms
While dairy products might need frequent checks for expired items, fast-moving products will have to be checked for out-of-stocks, and promotional displays will be checked for integrity. A mobile merchandising solution that allows fully customizable forms will adapt to those different audit needs.

Customizable distribution lists
Product selection normally changes by retail chain, but can also vary by store. The best mobile merchandising solution will allow for those variations in distribution and must-stock-lists will make it easier and faster for reps to perform audits since tasks will be tailored to each store’s product selection.

Real-time reporting
One of the main reasons that businesses chose to adopt a mobile merchandising solution over traditional pen-and-paper audits is to eliminate the lag time between data capture at the store and management reports. Therefore, real-time reporting is a must-have – leading to faster resolution of mission-critical issues such as out-of-stocks and damaged merchandise.

Data exchange options
Mobile merchandising solutions must be flexible when it comes to data exchange: While an audit summary report in PDF might be necessary with the fulfillment department to justify an extra shipment, a brand manager will probably need hard data in Excel format in order to generate charts for a board presentation, and yet planning might want direct BigQuery access to generate their own custom reports.

VisitBasis mobile merchandising solution offers all the above and more: Schedule an online demo right now!


Tuesday, August 7, 2018

Retail Sales Audit Software is Key to Accurate Inventory Levels

Inventory levels at retail stores seem like something simple to track. In an ideal world, a store would receive a product shipment, put it on display for sale, then customers would buy some units during the day, and the store would have some left at closing time. However, this is not what happens most of the time, since inventory levels can be affected by external factors such as theft and product damage.

Therefore, physical counts are essential to maintaining accurate inventory levels at stores and retail sales audit software is the best way to perform those.

Retail sales audit software allows reps to perform physical counts and other in-store activities right on their mobile devices. Additionally, since most retail sales audit software solutions run on the Cloud, office-based supply chain professionals have instant access to audit results, allowing for virtually no lag time between data collection and reporting.

This feature of retail sales audit software is what makes it a key to accurate inventory levels: Real-time reporting not only leads to faster product replenishment but also to more accurately detecting sales and supply trends.

VisitBasis retail sales audit software makes it easy and straightforward to manage store audits. VisitBasis runs in the Cloud, assuring that your retail data is accessible to managers at any time, from anywhere. It works on common Android and iOS tablets and smartphones, allowing BYOD (Bring Your Own Device) implementation to reduce hardware costs to your company.

Learn more about VisitBasis by scheduling a free online demo at meetme.so/visitbasis or by going to www.visitbasis.com.



Friday, July 20, 2018

Field Merchandising Software Eliminates Fraudulent Check-Ins

One of the main issues that merchandising team managers face is fraudulent check-ins. The traditional high turnover rates of merchandisers – which undermine trust among work relationships – along with the fact that virtually 100% of their work is done without any supervision, builds the perfect scenario that leads to merchandisers reporting on activities at a certain location when they are actually somewhere else.

With the advent of mobile technologies, merchandisers have recently been able to fill in forms and checklists through an app on their smartphones and tablets. However, this still did not address the issue of fraudulent check-ins.

Recently, though, several complete field merchandising software solutions were developed, allowing merchandisers not only to fill forms electronically but also to be tracked via GPS on their daily routes.

Field merchandising software allows for a streamlined store audit process, from form creation and visit scheduling and planning, all the way to reporting. With field merchandising software, every in-store activity is GPS and time stamped, what gives managers the certainty that there were no fraudulent check-ins within their teams.

VisitBasis is a field merchandising software solution that provides all of the above tools in an easy-to-use package. The VisitBasis mobile merchandiser app is available for free at Apple’s App Store and Google Play, and managers can access the VisitBasis Office interface from any desktop or laptop browser.

Book your VisitBasis online demo today or sign up for a free field merchandising software trial!


Wednesday, June 6, 2018

During World Cup, Merchandising Has to Step Up

Sales of drinks and snacks go up dramatically during the Soccer/Football World Cup. According to a market analysis done in the UK during the 2014 edition of the global tournament, consumers spent an extra £28 million in beer and cider and £3 million on snacks and nuts on its first week alone, compared to the same week of the previous year.

Along with the opportunity for more sales through the increased demand for product, though, comes the threat of out-of-stocks. Out-of-stocks mean more than just the loss of a sale: They can mean losing customers forever since, due to the absence or their preferred product at the store, they might choose to try a different brand (and like it) instead of shopping around.

That is why merchandising during the World Cup and other sports events has to be so diligent. Category management and product distribution need to be working in synchrony in order to avoid out-of-stocks at all costs.

A mobile app for retail audits is the solution not only for World Cup merchandising but also for year-round in-store activities. With a mobile app for retail audits, reps and merchandisers can verify product inventory as well as perform many other in-store tasks right from their own smartphones and tablets. Upon completing each visit, the captured data gets synchronized and then it is immediately available for decision-makers to act on.

VisitBasis is a mobile app for retail audits that helps business stay on top of their in-store merchandising, giving managers have real-time access to field activity, as well as to reporting tools that can be used to detect trends. VisitBasis also includes options for instant notifications, making it an ideal system for year-round and especially World Cup merchandising.

Sign up today for a free trial at www.visitbasis.com.


Wednesday, May 23, 2018

Reporting is not a Chore with Field Merchandising Software

Every retail-centric business has to perform merchandising activities. From stores to manufacturers, distributors, and marketing agencies, companies in retail need to make sure that products are being distributed and displayed correctly.

However, retail means multiples: Multiple stores, multiple products, multiple cities, sometimes multiple brands… And, most definitely, multiple people performing merchandising activities generating a huge amount of data.

This means that detecting threats and opportunities within the captured data becomes increasingly difficult as business grows, therefore mission-critical issues such as frequent out-of stocks or damaged shipments can easily be overlooked.

Field merchandising software can greatly simplify reporting in retail and make it easier to take charge of non-conforming situations, as well as to grasp opportunities for business growth.

With a field merchandising software solution in place, reps will capture data by filling in forms on a mobile app. Upon synchronizing, the captured data will be readily available for managers to run reports, that can then be filtered in order to pinpoint mission-critical information.

So not only field merchandising software expedites the time between data capture and reporting, but it also allows for a faster addressing of urgent issues.

VisitBasis field merchandising software is a complete mobile data collection solution designed to build, schedule and monitor store activities in real time. It provides tools for all types of retail merchandising activities, including planogram checks, audits, inspections, surveys, POS asset management, training, product sampling and demonstrations, among others, and allows instant access to captured data upon completion of visits.

See for yourself how VisitBasis field merchandising software will generate retail audit reports in a breeze: Schedule an online demo with our team or sign up for a free trial!


Monday, April 30, 2018

Retail Audit Application is the Key to Planogram Compliance

Achieving consistent planogram compliance across chains and stores is the dream of all brand and category managers. However, the reality is that it is almost impossible to reach full planogram compliance unless there is a centrally, well managed retail audit operation and the only way to achieve that is through mobile technology.

Retail audit applications provide a sure way to implement effective planogram compliance operations. With a retail audit application, brand and category managers are able to set up country-wide, or even worldwide, retail audit operations right from their offices.

Most retail audit applications currently available rely on Cloud-based SaaS (Software as a Service) technology and provide the following benefits, especially when compared to traditional paper-based audits:
  • Form customization and the ability to capture photos and signatures in addition to text, numbers, and selections.
  • Real-time access to incoming data, with total elimination of data transcription.
  • Protection against fraudulent check-ins through GPS visit verification.
  • Identification of individual or chain store distribution lists and planograms, leading to fewer auditing mistakes when selecting products.
  • Setup of mandatory tasks for each location.
  • Visit scheduling, planning, and routing capabilities.

VisitBasis retail audit application makes it easy and straightforward to manage centralized planogram compliance activities. VisitBasis runs in the Cloud, assuring that retail data is accessible to managers at any time, from anywhere. It works on common Android and iOS tablets and smartphones, allowing BYOD (Bring Your Own Device) implementation to reduce hardware costs to businesses.

VisitBasis retail audit application is easy to deploy – and you can start up completely free! Just register for a free trial at www.visitbasis.com and download the free VisitBasis app from Google Play or App Store.



Thursday, April 19, 2018

Mobile Software for Merchandising Can Drastically Reduce Fraudulent Check-Ins

One of the biggest issues merchandising agencies, CPG manufacturers, and retailers face is the fraudulent check-ins of merchandisers and auditors.

Fraudulent check-ins, besides being unethical, can lead to a host of issues for businesses. Out all of them, fraudulent check-ins are especially detrimental due to the consequential overlooking of mission-critical issues such as out-of-stocks, hazardous displays, or damaged shipments. In a day and age when losing a sale can mean losing a customer (or customers!) to online shopping, brick-and-mortar retail operations cannot afford such oversight.

But how to prevent or even eliminate fraudulent check-ins of merchandisers and reps? Mobile software for merchandising is the answer for that. 

Mobile software for merchandising allows for the GPS tracking of field reps and retail auditors through an app on their mobile devices, therefore enabling the monitoring of in-store activities by marketing and merchandising managers and the verification of user location at the time of each activity. With such information in hand, it becomes easier for management

Moreover, mobile software for merchandising provides a complete platform for managing retail audits, with tools that include:

  • Form customization with mobile data capture, including photos and signatures
  • Visit scheduling, planning, and routing
  • Real-time map view of field rep activity
  • Management of store distribution lists and visual planograms
  • Notification of store visits
  • Reporting on activities, locations, and users


Does your business have issues with fraudulent check-ins of merchandisers and reps? Let us show you how VisitBasis mobile software for merchandising can help:



Monday, April 2, 2018

3 Ways in Which a Merchandising Software Solution Helps with Mission-Critical Situations

No product on the store shelf means no sale. These days, it might even mean no customer, since the brand and store alternatives are so numerous and include online shopping. Therefore, more than ever, there needs to be almost an instant reaction to mission-critical situations such as out-of-stocks and damaged shipments.

However, traditional pen-and-paper store audits do not comply with the agility necessary for such situations, since it might take quite a while for the information to go from the rep performing the audit to the person responsible for correcting the issue.

A merchandising software solution is the ideal way to monitor mission-critical situations at stores. With a merchandising software solution, businesses are able to:

  • Learn in real-time about mission-critical situations at storesIn-store mobile data collection with a merchandising software solution means that the information collected during the visit is uploaded to the cloud as soon as it is synchronized. This allows managers and other office-based staff to have instant access to reports on mission-critical situations and address them accordingly.
  • Create a schedule of recurring visitsIssues such as frequent out-of-stocks only happen because of lack of oversight at the store level. Effective merchandising software solutions allow creating a schedule of frequent recurring store audits in order to monitor problem locations or product lines.
  • Detect trends in dataBy having access to data from several recurring store audits through a merchandising software solution, management can easily run reports on such information and detect trends that can be helpful in predicting future out-of-stocks and other issues.

Does your company have store issues such as frequent out-of-stocks or other mission-critical events? Let VisitBasis help! 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.



Wednesday, February 28, 2018

How to Implement Big Data in Small Retail Businesses with Merchandising Software

Big data is the word “du jour”. While being able to analyze large amounts of data and detect patterns, trends, and associations from such analysis might be beneficial for retail businesses, small manufacturers, distributors, and channels might feel like they are left out, since the cost of implementing Big Data can be prohibitive.

However, recent cloud-based technology means merchandising software has become easier – and more affordable – to subscribe and implement, opening the door of Big Data to small businesses.

With a merchandising software solution, small retail businesses are able to schedule recurring audits on any aspect of their product, category or store, from brand compliance to planogram checks and safety inspections, for instance, and then run reports in order to analyze the captured data.

Moreover, merchandising software with a mobile app makes data capture a fast and straightforward process. Reps or staff just need to have a smartphone or tablet in order to perform in-store activities without the need for paperwork or data compilation. Also, since cloud-based merchandising software provides immediate access to the data collected at the stores, reports can be created as often as possible in order to, among others, assess the effectiveness of advertising and promotions.

VisitBasis is a complete merchandising software solution that allows businesses of all sizes to quickly and easily implement a cost-efficient in-store data collection system with no need for technical knowledge.

See right now how VisitBasis can work for you: Schedule an online demo or sign up for a free trial.



Tuesday, February 20, 2018

Why is Sales Rep Tracking App a Hit with Outside Teams?

Sales people in general hate supervision. As a career that requires an independent personality from professionals, outside sales attracts people that are naturally wary of extra supervision.

So how come outside sales teams tend to love rep-tracking apps?

Well, some would think that the only function of such an application is to monitor GPS positioning throughout the day. However, sales rep tracking apps do more than that:  They are a de-facto mobile sales call interface.

With a sales rep tracking app such as VisitEye, outside salespeople can plan their daily visits, optimize their routes in order to save time and mileage, register new prospects, and also report on performed activities.

Taking these extra features of sales rep tracking apps into account, one can see how professionals that value independence will appreciate the freedom from off-hours reporting as well as the extra empowerment that comes with being able to better control their schedule.

VisitEye is a sales rep tracking app designed specifically for businesses that rely on professionals such as outside sales reps, retail auditors, inspectors, etc. VisitEye offers a straightforward solution for field staff tracking that is easy to implement and use, with no need for IT department assistance.

Want to see how VisitEye sales rep tracking app works? Sign up today for a free trial at www.visiteye.com.


Monday, February 5, 2018

What to Look For in Retail Audit Software for Merchandising

Brand and category managers have a hard time when it comes to the presentation of their products in retail stores. Since the retail channel is so scattered, properly supervising each location individually would be virtually impossible so issues such as damaged shipments, poor shelf placement, and frequent out of stocks can sometimes go unnoticed.

Mobile technology has recently caused a revolution in merchandising, to the point that, now, retail audit software has become indispensable. But what should brand and category managers look for in such an application? Here are some of the most important features of retail audit software for merchandising:

  1. Customizable forms
    Every business has their own needs, and every product category has its own individual characteristics. Therefore, while dairy products might need frequent retail to check for expired items, cleaning products will need to be checked for spills – and so forth. Retail audit software that allows fully customizable forms will adapt to those individual category audit needs.
  2. Photo capture
    One of the factors that make mobile retail audits so revolutionary is that they allow office-based brand and category managers to actually see what is going on in each store – even if they are scattered all over the world.
  3. Customizable distribution lists
    Product selection normally changes by retail chain, but can also vary by store. Retail audit software that allows for those variations in distribution and must-stock lists will make it easier and faster for reps to perform the audits, since tasks will be tailored to each store’s product selection.
  4. Real time reporting
    Once a rep completes a retail audit on their mobile device, data is synchronized. Therefore, instead of waiting days for a report, managers have instant access to the collected information – leading to faster resolution of mission-critical issues such as out-of-stocks and damaged merchandise.
  5. Data exchange options
    Retail audit software must be flexible when it comes to data exchange: While an audit summary report in PDF might be necessary with the fulfillment department to justify an extra shipment, a brand manager will probably need hard data in Excel format in order to generate charts for a board presentation. 

VisitBasis retail audit software offers all the above and more: Schedule an online demo right away!


Friday, January 19, 2018

Checking your Product at the Store Level

Managing a consumer product category requires a great deal of planning and organization. Retail channels mean scattered points-of-sale, different shopper profiles, and a lot of information to be processed in order to get not only key performance indicators but also customer behavior insights.

That is why retail audit software adoption has taken off among manufacturers, distributors, and sales and marketing agencies: Right from the get-go, it eliminates clumsy paperwork and inefficient data transcription.

More than anything, retail audit software streamlines checking products at the store level. Solutions such as VisitBasis offers many ways that category managers can keep a tight grasp at what is going on at each point of sale, by customizing the following:

  • Tasks - Customization of in-store tasks is fundamental in order to allow for geographical and behavioral shopper differences, as well as for adjusting the metrics being evaluated for the products at the store level.
  • Product distribution - The ability to customize the product distribution list or must-stock-list (MSL) by store or group of stores is one of the great advantages of retail audit software such as VisitBasis. With that feature, when reps check the products at the store level, they only see the SKUs available at each store, reducing the possibility of errors and the time taken to perform tasks.
  • Reports - VisitBasis also 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.


Want to learn how to streamline checking your products at the store level with VisitBasis? Go to www.visitbasis.com and sign up for a free trial or schedule an online demo.



Monday, January 15, 2018

Minimizing Out-of-Stocks with VisitBasis

VisitBasis has been providing merchandising and retail audit software for several years and one of the issues we hear the most from our customers is that they want to implement a system for minimizing out-of-stocks at retail stores.

We completely understand this. Out-of-stock means more than no sale: It could mean that customers are forever lost to a competing brand or store and has the potential of, little by little, eroding revenues.

Minimizing out-of-stocks with VisitBasis is easy. However, it takes a couple of extra steps on the Office App in order to streamline audits and get reports that are easy to ready and therefore easy to act on.

Here is an outline of what needs to be configured in order to build an effective system to minimize out-of-stocks with VisitBasis:

  1. Configure store must-stock lists (MSL)
    On VisitBasis you can configure location MSL/ planograms individually or for a group of stores. This allows tasks to apply only to the products that are available at each store, remove the “noise” from products that should not be displayed, and speed up task completion.
  2. Pre-select out-of-stock task for reps
    One of the main issues in mobile merchandising audit apps, especially when reps set up their own visit schedule, is that they also have to select their activities. By pre-selecting the out-of-stock task for all stores, reps will be “forced” to complete the task before closing visits and therefore report on out-of-stocks every time they visit a store, increasing management oversight.
  3. Create meaningful tasks
    An out-of-stock task template does not have to be complex. It can consist of only one question: “Out of stock?”, with the answer options “yes” or “no”. This also helps management filter reports in order to, over time, detect patterns and adjust shipment size and frequency, minimizing out-of-stocks.

Watch the below tutorial video on how to minimize out-of-stocks with VisitBasis:



Interested in implementing a retail audit system in order to minimize out-of-stocks? Go to www.visitbasis.com to learn more and to sign up for a free trial!