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

sales@visitbasis.comTollFree:+1(800)497-6293Phone:+1(954)505-2059