Retail Execution with VisitBasis

Visit: www.visitbasis.com  

Visit:  www.visitbasis.com  

Visit: www.visitbasis.com

Visit: www.visitbasis.com  

Visit: www.visitbasis.com  

Visit: www.visitbasis.com  

Audits are an important part of any business involved in retail. Retailers rely on recurring store audits in order to verify items such as safety, layout efficiency, and personnel training, while consumer good companies must frequently evaluate product display, price, and promotions, among others. Naturally, the logistics needed to perform such audits can become quite complex, sometimes requiring a virtual army of people in order to cover a large number of geographically scattered stores. Retail audit software helps retailers and CPG businesses make sense of this process and avoid outsourcing pitfalls such as high costs, loss of control over auditor qualifications, and confidentiality issues. With retail audit software, companies will be able to automate the audit process by allowing auditors to use their mobile devices to complete custom forms, checklists, surveys, and tasks. Retail audit software also makes it possible for managers and supervisors go get real-time access to ...

In the retail business, recurring store audits are a mandatory activity in order to maintain profitability and compliance . Recently, mobile technology has brought a revolution to retail audits: Besides virtually eliminating paper from the process,  the data captured by mobile devices is a lot easier to access and report on. What should a retail business, then, look for in a mobile app for store audits when implementing such systems? Here are some guidelines: 1. Cross-platform, Bring-Your-Own-Device (BYOD) Although store or brand staff can do audits with corporate-owned devices, it is a best practice to have independent auditors that can perform "surprise" inspections. A cross-platform mobile app for store audits allows independent auditors to perform such activities using their own mobile devices, with no need for extra equipment. 2. Customizable audit forms When selecting a mobile app for store audits, it is important to make sure that the software allows for cus...

Like most marketing-related expenses, retail audits are one of those items that normally go into the "debit" side of the accounting ledger . However, they are instrumental in detecting issues at the point-of sale that might be preventing products from reaching their full sales potential. So how can merchandising, brand, category, and marketing managers better communicate to upper management the importance of recurring retail audits and the positive impact they have on sales? For these professionals, retail audit software can become an invaluable tool not only for effectively scheduling and planning in-store audits, but also for reporting on those activities and linking audit and sales results . Retail audit software 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 promo...

VisitBasis  is a comprehensive retail audit app solution for businesses of all sizes. VisitBasis allows creating task templates for everything that needs to be checked at the retail location as well as instant access and analysis of the information collected, providing a budget-friendly and easy-to-use system that helps you take full control of store audits. Ready to take full charge of your retail audits? Sign up today at  www.visitbasis.com  for a free trial, or  book a free online demo  to see how it works.

Retail audits can be tedious, messy and overwhelming. It takes a lot of organization and coordinating to get retail audits done effectively and on time, and transcribing audit checklist findings can mean losing time and important information. It doesn't come as a surprise, then, when retail businesses outsource their audits to companies specialized in the process. However, outsourcing retail audits has some considerable disadvantages , that include higher costs and uncertainty concerning the qualifications and experience of subcontracted auditors, as well as confidentiality issues. By outsourcing retail audits, businesses also miss out on the benefits of store self-assessment , especially the round-the-clock awareness it can create among team members when combined with proper training and mentoring. Retail audit software is an ideal solution for businesses concerned with outsourcing their store audits. With retail audit software, businesses can reach their compliance object...

In order to provide documented verification of adherence to corporate standards - safety, branding, etc - retailers rely heavily on periodic audits that normally include tools such as checklists, compliance surveys and multi-level standard tasks . Most systems developed to perform these audit are "homemade", meaning that they are a combination of paper forms and somewhat-automated applications developed in popular spreadsheet or word processing software. In addition to being cumbersome and wasteful, these existing systems can cause the loss of critical information and/or significant time between the detection of an issue and its resolution. Retail audit apps are the ideal solution to this scenario. By implementing a retail audit app , retailers can use smartphones and tablets to automate the periodic audits required to comply with corporate standards. A retail audit app will not only automate the data collection by allowing custom forms, che...

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 pla...

Retail audits are an essential part of any CPG (Consumer Packaged Goods) business. They help implement successful retail strategies that help increase sales and boost profits. The following steps give a roadmap to implementing a successful retail audit plan: 1. Choose a mobile retail audit software There are several options on the market, and the best ones have the following capabilities:    • Cross-platform app (BYOD - bring your own device), so your reps will be able to use their own cell phones.    • Visit planning and scheduling: This way, not only will you be able to plan when your reps will visit each store, but also which tasks will they perform while at the point-of-sale.    • Customization: So you can create your own, custom POS audit and inspection mobile forms requesting photos, signatures, etc.    • Works online/offline: In order to enable your reps to perform retail audits even if they are in areas without Wi-Fi and/...

In order to maximize the value of retail audits, it is paramount to streamline retail data workflow, so you can easily capture, transfer, aggregate, analyze and share retail data managing all the operations in one place. But are there any mobile apps out there that can actually help companies streamline retail data workflow? Of course, in our mobile-driven world there's an app for that. VisitBasis Retail Audit Software for Android and iOS mobile devices comes as a complete solution to paperless retail audits , as it is a comprehensive system for scheduling, monitoring and managing field team activities in real-time. VisitBasis Retail Audit Software allows field team managers and supervisors to oversee all stages of the retail data collection process, from scheduling retail visits, assigning territories and tasks to analyzing up-to-the minute results through VisitBasis online dashboard and reports. Naturally, there are several retail audit software solutions on the...

Retail audit performance can be challenging if you rely on traditional paper-based data forms and communicate with field reps via email, phone cals and text messages. When you leverage mobile technology to transform retail data collection, the situation changes. With VisitBasis Retail Audit Mobile App for Android and iOS tablets and smartphones retail data collection becomes a breeze.   VisitBasis Retail Audit App is a cloud-based enterprise data collection mobile solution that allows you to get a clear real-time picture of retail conditions, including: Parameters of the layout Pricing Voids and out-of-stock Planogram compliance Promotions Competitor analysis Customer survey and more VisitBasis Retail Audit App delivers the following benefits: Capture, aggregate, analyze and share retail data without paperwork. VisitBasis Retail Audit App has the powerful yet simple task builder for everything that needs to be checked. Mobile data collection forms hel...

Competitor analysis is a critical part of your company’s marketing plan. It provides both an offensive and defensive strategic context to identify strengths, weaknesses, opportunities and threats. It is argued that most companies do not conduct competitor analysis systematically enough, relying on informal impressions and intuition, and therefore putting themselves at risk of being outdone by competitors. There is a perception that performing competitor analysis systematically requires a lot of resources and effort from a company. So it was until recently, but now, with the development of mobile technology and paperless data collection, the situation has changed dramatically. Today every company can afford knowing its competitors by performing in-house retail competitor’s audits by virtue of a retail audit software solution . Where to Start Competitor Analysis? Identify Your Competitors. A first step in carrying out competitor analysis should be identifying your compe...

Retail audit software is a comprehensive retail data collection system that allows you to fully automate data capture in the field. Besides data capture, transfer, storage, analysis and sharing capabilities, retail audit software gives users all the necessary tools to manage mobile workforce, monitor all field activities and communicate with field reps directly using a retail audit mobile app . When it comes to monitoring of field team performance, companies face significant challenges arising from the specific of retail audits. Field reps collect store data outside the office, so you can’t monitor their performance with your own eyes. Therefore, to implement field team performance tracking, most tech savvy companies leverage mobile technology that can provide real-time picture of retail conditions in the field.  Retail audit software is a unique solution for manufacturers and distributors to provide field reps’ performance tracking. How exactly does retail audit softw...