Retail Execution with VisitBasis

Mobile technology is everywhere. From gaming to medical devices, almost every field has a mobile application of its own. In some fields, however, mobile applications can pose a distraction or incur in excessive costs. That's not the case with data collection. Mobile data collection software brings considerable savings compared to the old pen-and-paper alternative. These savings include: Time: Filling forms and then transcribing them is time-consuming and tedious. Mobile data collection software not only allows reps to collect information on their smartphones or tablets but it also provides tools for optimizing forms and does away with transcribing. Personnel: As mentioned above, mobile data collection software eliminates data transcribing , meaning that the staff that used to be allocated to this tedious task can now perform other responsibilities. Paper: Eliminating paper forms and transitioning to mobile ones means getting rid of the huge volume and weigh that paperwork g...

Easily bring paper forms into mobile with mobile data collection software. VisitBasis helps you automate your data collection by bringing forms to your field rep mobile devices. VisitBasis  is a comprehensive solution for retail audits, market research, surveys, and competitor analysis that streamlines your data collection through features such as custom mobile forms, real-time reporting and analytics, GPS mapping and tracking, and instant notifications through chat room integration, among others.

Data collection in retail used to be limited by the data compiling and processing capacity of the business conducting the operation, whether it was a retailer, a sales and marketing company, or the merchandising department of a CPG manufacturer. Some surveys, for instance, had to be limited to especially selected markets or even stores in order to get a sample of shoppers similar to the product's target audience so data transcription and processing wouldn't slow down critical go-to-market decisions . Mobile data collection software has revolutionized this scenario. With mobile data collection software, field reps can perform surveys, product tastings, etc., at the point-of-sale on their own mobile devices, and the information collected will be instantly available for management to analyze and use as part of their decision-making process. Therefore, by doing away with the limitations of data transcription and processing, mobile data collection software opens the door for...

Mobile data collection apps have revolutionized the way retailers, CPG manufacturers, and sales and marketing companies perform merchandising and other activities at the point-of-sale. Not that long ago, in order to perform and report in-store activities, field reps relied on the almost-anecdotal process comprised of paper and digital camera and then had to transcribe everything onto computers, sometimes long after completing the actual activity. With a mobile data collection app , field reps can capture and synchronize answers, pictures and signatures on the spot, translating into more accurate information reaching management, faster. Surprisingly, the real-time characteristic of mobile data collection apps  has led to one additional benefit: Because the focus is no longer in the data collection itself, since it becomes second-nature on a mobile device, field reps can now shift their attention to customers and store managers. This focus-shifting by-product of mobile data...

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....

Mobile data collection software can mean the difference between make or brake when it comes to retail execution. The sole reason for that is because, by adopting a mobile data collection solution, companies in CPG (consumer packaged goods), retail, and sales and marketing will most likely save a lot of money and time. Here is how mobile data collection software will help your company decrease its operational costs and boost profits: Paper savings Mobile data collection software allows your field reps to perform all the required point-of-sale activities on their mobile devices, virtually eliminating the use of paper forms.  Time and effort savings Data compilation is one of the most daunting activities in retail execution. Not only does it take a lot of time to input all the data collected at the different stores, but it also requires a lot of attention, since typing mistakes can easily be made. A mobile ...

Mobile technology has significantly transformed many of business processes and retail data collection is not an exception. Yet, many field service-based companies still rely on paper forms to collect retail data because they are not interested in messing with new technologies and time-consuming field reps training. Although paper forms are considered to be cheap and time-proven tool for retail data capture, it today’s mobile-driven world using paper can cost you much more than that the cost of paper itself. Reduced productivity, increased risk of data errors, and no real-time data access put you at risk of being outdone by more tech-savvy competitors, who use mobile data collection tools with analytic capabilities to develop their marketing strategies.   There are many advantages that mobile data collection has over paper forms. For field reps, who are permanently on the go, having mobile tools for paperless data collection means making their job less manual...

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When it comes to retail analytics, compiling and analyzing large amounts of data can be a challenge, especially in fast-paced sales and marketing environments. Mobile data collection is considered a game-changer in retail helping companies to overcome most of the challenges associated with traditional data capture methods. The challenges, which companies face when conducting merchandising audits to get retail data, are mostly determined by the necessity of dealing with many people, at many different locations, bringing in a lot of information on many products. Managing multiple data channels becomes even more complicated if your business operates in different cities or countries. When it comes to merchandising, most common challenges in retail data collection are as follows: Getting inaccurate data from retail locations due to data entry errors, lost paperwork, improper use of working hours and fraudulent reports. Loosing efficiency of mobile workforce management, w...

Small businesses and international companies implement data collection software to improve the efficiency of data capture process and streamline data workflow. If your company does not use data collection software yet, consider the opportunity to start. Below you’ll find the reasons why companies implement data collection software.  Make planning easier. Scheduling of retail visits is time-consuming when relying on paper-forms and phone calls. Data collection software allows you to quickly organize the schedule of visits for any period of time for any numbers of reps and, at the same time, increase your field team's efficiency. Field reps can also optimize their day route at the click of a button to make sure they have the shortest path between locations and add an extra visit or a new customer from mobile devices.    Enhance interaction between the office and the field. With data collection solution you can automate notification of the scheduled appointmen...

Every good field team manager constantly looks for ways to improve his effectiveness and productivity. Managing a team of field sales reps involves dealing with many people, at many different locations, bringing in a lot of information on many products. Field reps schedule, territory management, task execution, inventory levels, customer relationships, sales figures, and marketing data – it often looks like too many balls in the air. In most of the companies corporate data is typically spread out over multiple channels, which means a field team manager has to constantly move from one system to another, without having a comprehensive picture of retail conditions.   Besides, field team managers often spend a lot of time solving issues at points of sales that require their attention. Adding to these the need to regularly create reports on sales figures and field team performance, we can easily understand why field team managers have no time and enthusiasm to analyze retail d...