VISITBASIS

The Case for Mobile Merchandising Activities

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Merchandising Activity Management

Main challenge: dealing with many people, at many different locations, bringing in a LOT of information on many products.

Store 1

Store 2

Store ..

Store 1

Store 2

Store ..

Store 1 Store 2 Store ..

Rep 1 Rep 2

Rep ..

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What If?

• Your reps could perform in-store activities on their existing mobile devices, eliminating paperwork.• You could design the tasks assigned to your

teams so you get the exact information needed from the field.• You could easily assign territories, visits, and tasks

to your field reps.• You could monitor in real time what is happening in

the field: Where your reps are, what are they doing, results of their work.• You could generate up-to-the-minute

reports filtering all the information thatcomes from the field.

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With VisitBasis you can!

FEATURES

Unique Benefits• Pay-as-you-go and cost-effective

The only mobile merchandising system that charges by the visit and not by user/month, eliminating problems with rep turnover• Every mobile activity is GPS and time-stamped• Customer Route optimization both on app and on

management interface• True offline/online capabilities: Mobile users are

able to work offline and the system synchronizes once online• Available in English, Spanish, Portuguese and

Russian

USES

Mobile Activities Supported

• Planogram implementation and compliance

with pictures

• Mobile ordering

• Point of sale (POS) asset management

• Retail audits and inspections

• Training

• Other in-store activities:

•Product demonstrations

•Sampling

•Surveys

•Etc.

ABOU

THow Does it Work

Set-Up: Office creates users, customers, products, designs task templates, and assigns territories

4. At the office, supervisors are able to see where mobile reps are, and which activities are being performed.

2. Office plans visits and schedules them for mobile reps, including any recurring visits.

3. On their mobile devices, reps follow the visits scheduled for the day and perform the tasks requested by the office.

1. Supervisors can then create and share detailed user and/or customer reports.

Typical Everyday Workflow

ABOU

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 StructureBrowser-based

Office App Cloud StorageAndroid/iOS Mobile App

• Manage • Assign• Plan • Schedule • Monitor • Report

• Perform visits and tasks

SYSTEM O

VERVIEWVisitBasis Office

• Manage customers, products and users• Assign territories through easy mapping• Plan visits - advanced task template building • Schedule visits and tasks individually or in bulk• Monitor – track user activities live on the map • Report - advanced tools allow to extract data in many ways

VisitBasis 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 • Information on customers, products and visits is readily available• On-the-go scheduling and planning, as well as route optimization

CONTACT INFO

www.visitbasis.comblog.visitbasis.comLive Chat

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