Monday, September 14, 2020

Going Beyond Retail Audits with a Mobile Merchandising App

Mobile merchandising apps have become a must-have for retail audits as one of the most disruptive technologies for CPG in the last decade. Not only are they a key data collection instrument that completely eliminates paperwork from the labor-intensive - and not always accurate - compilation process, but these apps also assist in deploying brand and category plans.

We know that a mobile merchandising app can be used in gathering store and shopper insights so these can be then incorporated into specific strategies. But, beyond retail audits and customer surveys, what else can be accomplished with these systems?

Most mobile merchandising apps offer some degree of customization for the forms that will be completed by merchandisers and field reps at stores. A few of them, however, actually allow category and brand managers to fully customize those forms as well as capture pictures, turning these Cloud-based systems into platforms for deploying store and shopper-centric initiatives such as display and communications installations, tasting questionnaires, and even mystery shopping.

More than the possibility of fully customizing mobile forms, the most attractive feature of a mobile merchandising app for retail CPG management is the flexibility that they bring to store and customer surveys. With basically instant access to captured data through in-depth reports, brand and category managers have the possibility to implement strategies such as A/B testing and quickly fine-tune their promotional plans according to the survey results.

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

Online demos of the VisitBasis merchandising app can be scheduled at For more information and to sign up for a free trial, go to

Wednesday, September 2, 2020

Effective Mobile Forms for Retail

Mobile forms for retail through SaaS, cloud-based retail audit systems solve many issues with in-store merchandising and shelf audits and also provide basically up-to-the-minute reporting.  

However, while transitioning from paper to mobile forms already brings many efficiencies to the retail data gathering process, especially when it comes to eliminating information transcription, merchandising and brand managers sometimes are constrained by long-standing paper form limitations.

So how can mobile forms for retail be set up to gather information otherwise extremely inconvenient or virtually impossible on paper forms? Here are some examples:

Pictures: Pictures are the most tangible advantage of mobile forms for retail. Text and checkboxes can only convey so much information and, in an industry where marketing is so dependent on visuals, pictures can show a wealth of information, from out of stocks to breach of distribution agreements, as well as non-compliance with corporate visual standards.

Extensive checks: Paper forms can severely limit the amount of information captured at a store. On a stock check, for instance, if the rep is only assigned to be at the store for one hour, it becomes very difficult to cover many product lines without making any mistakes or mixing up products. Mobile forms for retail can be set up to display only the products available at each store and many apps provide bar code scanning capabilities, reducing the probability of mistakes during extensive missions.

Ad-hoc situations: When reps audit a store, many times they find meaningful situations not covered by the questions on their forms that end up never being reported. A retail audit app can provide ad-hoc forms in addition to the main mission so it becomes easy for reps to report issues such as broken or damaged merchandise or displays, non-compliances, out of stocks, etc.

Would you like to take your retail audits to the next level? VisitBasis provides a cost-effective and efficient retail audit system, making it easy to customize mobile forms for retail. Schedule an online demo or sign up for a free trial at