VISITBASIS
Retail Audits
INTR
OD
UC
TION
Retail Audits
Main challenge: dealing with many people, at many different locations, bringing in a LOT of information on many products.
Store 1
Store 2
Store 3
Store 4
Store 5
Store 6
Store 1 Store 2 Store 3
Rep 1Rep 2
Rep 3
Etc, etc, etc…
INTR
OD
UC
TION
What If?
• You could easily assign territories, visits, and
tasks to your retail auditors.
• You could design the tasks assigned to your
teams so you get the exact information
needed.
• Your auditors could perform in-store activities
on their existing mobile devices, eliminating
paperwork.
• You could monitor in real time what is
happening in the field: Where your auditors
are, what are they doing, results of their work.
• You could generate up-to-the-minute
reports filtering all the information that
comes from the field.
INTR
OD
UC
TION
With VisitBasis you can!
USES
Applications
VisitBasis was designed by Retail Audit professionals:
• Verify compliance with sales, marketing and branding strategies:
• Auditing product pricing and placement
• Planogram and promotions
• Visual merchandising
• Tracking and monitoring
• On-shelf availability
• Orders and returns
• Competitor prices and promotions
• In-store customer surveys
AB
OU
TAbout VisitBasis
VisitBasis Retail Execution is a cloud-based complete mobile data collection solution designed to build, schedule and monitor field team activities in real time.
Main Structure
Browser-based Office App Cloud Storage
Android/iOS Mobile App
• Manage • Assign• Plan • Schedule
• Monitor • Report
• Perform visits and tasks
AB
OU
THow Does it Work
Set-Up: Office creates users, customers, products, designs audit/tasks templates, and assigns territories.
Typical Everyday Workflow
1. Office plans visits and schedules them for mobile reps, including any recurring visits.
2. On their mobile devices, reps follow the visits scheduled for the day and perform the tasks
requested by the office.
3. At the office, supervisors are able to see where mobile reps are, and which activities are being performed.
4. Supervisors can then create and share detailed user and/or customer reports.
SYSTEM
OV
ERV
IEWVisitBasis Office
• Manage• Customers – full CRM capabilities• Products – electronic catalog• Users – multi-division and multi-team
• Assign territories• Easy to use mapping
• Plan visits• Advanced task template building with multiple action formats:
text, numbers, selection, photo, signature• Schedule visits and tasks
• Includes efficient bulk scheduling tool and route optimization• Monitor
• Track user activities live on the map with timestamp and details on GPS locations
• Report• Advanced tools allow to extract data in many forms
SYSTEM
OV
ERV
IEWVisitBasis Mobile App
• Android and iOS• Users can install and use app in as many devices
necessary, and at the same time• Online and offline mobile data capturing
• Users can work offline and then synchronize once a connection is established
• Information on customers, products and visits is readily available• On-the-go scheduling and planning, as well as route optimization
• VisitBasis is a Google Cloud implementation, so you can count on the best service availability even if your company is multinational and runs in different countries and time zones.
Cloud Environment
CONTACT INFO
www.visitbasis.comblog.visitbasis.comLive Chat
[email protected] Free: +1 (800) 497-6293Phone: +1 (954) 505-2059
Top Related