Retail Execution with VisitBasis

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 answe...

Simplify the process of scheduling. Traditional scheduling is a time-consuming and burdensome process for a field team manager. It usually involves creating a list of store visits, filling out paper forms for field reps, or using general-purpose calendar application. Using retail audit software you can easily organize the schedule of visits for any period of time and improve your field team's bottom-line by reducing time traveling to appointments, planning routes and accessing information. Automate field reps notification of the scheduled appointments. Generally field reps receive the appointment schedule during a visit to the office, or via an email, or a phone call. Traveling to the office to receive tasks takes time and reduces field reps’ productivity. After field reps receive the schedule of visits and the list of tasks to be performed at each point-of-sale they have to find out their routes all by themselves using a map application or a GPS-navigator. Wi...

VisitBasis is a great mobile retail audit system that can really help you increase your retail audits efficiency. VisitBasis offers customers the ultimate capabilities to increase the efficiency of retail operations and improve field reps productivity. Improving retail audit efficiency in the field. As soon as retail audit software solution is downloaded on retail inspectors’ tablets or smartphones, they are empowered with a complete set of tools and opportunities to collect and transfer store data. Field reps don’t have to remember specific details, because they are enabled to get any information about schedule, points-of-sales, customers and products from their mobile devices. Combining this with flexible forms, photo-reports, bar-code scanner, text notes, electronic signature, gives retail auditors the ability to perform tasks more quickly and efficiently. Improving back-office efficiency. Using retail audit software field managers get precise real-time informat...

Retail audit involves the measurement of market via retail sales. Retail audit interviewers perform regular visits to points of sales to collect information on retail purchases, retail selling prices, stock, distribution, and customer’s opinion. A retail audit generally measures what brands are sold and their quantity sold in a certain period providing very accurate information on broad market shares, market sizes and sales trends. There are different types of retail audits to specify the data collected. For example companies often organize retail audits to provide a comparative look at the sales of competitors. Aggregating retail data and analyzing trends companies get total market estimates and can develop marketing strategies based on actual information. The power of retail audit data lies in the coverage of stock and distribution so the more points of sales are covered with retail audits the more reliable overall picture of retail conditions you can get.    ...

Traditional retail audit methodologies often result in incomplete coverage of stores due to human resource constraints and significant paperwork. Conducting a retail audit is often associated with colossal amount of data, lost paper forms, and fraudulent reports. Besides your field reps performing retail audits get exhausted from filling out paper forms, spending too much time at points of sale, making phone calls and visiting the office to report the results. Therefore great number of companies uses the services of third-party organizations (advertising, marketing, consulting and BTL agencies) to organize retail-auditing process. The disadvantages of this option are the costs, poor cooperation between managers, loosing part of retail audit data, fraudulent reports, time gaps between a store visit and appropriate company's actions. The automated retail auditing amazingly differs from traditional retail auditing. Today due to the new mobile technologies field reps are ...