visitbasis retail audit software · introducing visitbasis cloud-based, complete retail audit...
TRANSCRIPT
VISITBASISRetailAuditSoftware
INTRO
DUCTIO
NTraditionalRetailAuditManagement
Mainchallenge:dealingwithmanypeople,atmanydifferentlocations,bringinginaLOTofpaper-basedinformationonsometimesmanyproducts.
Problemswithpaper-basedretailaudits:
•Fraudulentcheck-ins•Datalostintranscription•Delayedresponseonmission-criticalitems,suchasout-of-stocks•Limitedamountofinformationcollected– novisuals•Difficulttoreportonunexpectedsituations– ”ifit’snotinthechecklist,itdoesn’texist”
INTRO
DUCTIO
N
IntroducingVisitBasisCloud-based,completeretailauditsoftwaresolutiondesignedtobuild,scheduleandmonitorfieldteamactivitiesinrealtime.
Forbusinessesthatrelyonfieldreps,merchandisersorstoreauditors.
INTRO
DUCTIO
NPaper-basedvs.MobileRetailAudits
Paper Mobile
Datacapture
Whereareyourreps/auditorsandwhataretheydoing?
Reports
Clumsy,wasteful,andflat-outinefficient.Limited towhatfitsonaform.
Whoknows?
Onlyafteralltheindividual store reportshavebeentranscribed.
Capturephotos,signatures andmore.Officehasimmediateaccesstocapturedinformation,andthereisnopaperinvolved.
GPStracksandmonitorsallfieldactivityinrealtime.Managerscanknowforsurethattheauditswereperformedatthecorrectpoint-of-sale(PoS).
Managerscangenerateup-to-theminutereportswithdetailedinformation,speedingupdecision-making.
INTRO
DUCTIO
NPaper-basedvs.MobileRetailAudits
Paper Mobile
Notificationsofmission-criticalevents
Storerounds
Unplannedsituations
Inexistent.Repsmustcallorsituationmightlingeronuntilsomeonenoticesitonareport.
Random,dependentonrep’sjudgementormanager’sorder.
Notonstandardformsorchecklists.
Managerscansetupautomaticnotificationsofeventsrelatedtocertaintasks,productsorlocations.
Optimizesroutes,calculatingtheshortestroundforthedaystartingfromcurrentlocation.
Managerscansetuptasksforspecificsituationssuchas”damagedproduct”,”out-of-stock”,etc.,inordertotriggernotifications.
VISITB
ASISFEATURES
RetailAuditApplications
Customizein-storeactivitiesaccordingtoyourbusinessneeds.• Verifycompliancewithsales,marketing,
corporate,andbrandingstrategies:• Productpricingandplacement• Setsandresets• Planogramandpromotions• Visualmerchandising• Seasonaldisplays• Safetyandpersonneltraining
• Trackingandmonitoring• On-shelfavailability• Ordersandreturns• Competitorpricesandpromotions
• In-storesurveys
VISITB
ASISFEATURES
UniqueBenefits
• Real-timeactivitytrackingandreporting, filteringalltheinformationthatcomesfromthefield.
• EverymobileactivityisGPSandtime-stamped.
• Bulkvisitschedulingandplanning.
• Visit routeoptimizationbothonappandonmanagementinterface.
• Trueoffline/onlinecapabilities:Mobileusersareabletoworkofflineandsynchronizeonceonline.
VISITB
ASISFEATURES
UniqueBenefits
• Straightforward VisitBasisAnalyticsgraphicreportingtool.
• Integrationwithoutsidescheduling,chatandqueryingapplications.
• Easilyexport/importdatato/fromspreadsheetsoftware.
• Easilyadd/removerepstoyoursubscriptionplan.
• BYOD (BringYourOwnDevice):yourauditorscanusetheirownsmartphonesortablets– noneedtoinvestinnewhardware.FreeiOSandAndroidApp.
SYSTEMOVERVIEW
VisitBasisOfficeApp• Managelocations,productsandusers• Assignterritoriesthrougheasymapping• Planvisitsforreps- advancedtasktemplatebuilding• Schedulevisitsandtasks individuallyorinbulk• Monitor- trackuseractivitiesliveonthemap• Report - advancedtoolsallowtoextractdatainmanyways
VisitBasisMobileApp• AndroidandiOS• Userscaninstallanduseappinasmanydevicesnecessary,andatthesametime• Onlineandofflinemobiledatacapturing• Informationoncustomers,productsandvisitsisreadilyavailable• On-the-goschedulingandplanning,aswellasrouteoptimization
Managers Reps
CONTACTINFO
www.visitbasis.comblog.visitbasis.comLiveChat
[email protected]:+1(800)497-6293Phone:+1(954)505-2059