We simplify mobile retail execution for merchandising and field marketing teams
These incredible companies are already benefiting from VisitBasis. *VisitBasis creates software for CPG manufacturers, BTL agencies, retail merchandising service providers, brokers & distributors that helps them collect in-store data and turns it into informative, easy to read and to share, fully customizable dashboards and reports.
Convert paper checklists into smart audit forms All questions from paper checklists can be easily converted into VisitBasis smart audit forms We have developed a simple and intuitive Form Builder tool, which offers a straightforward way of adding questions, features response validation to prevent human errors, and provides extra question-specific instruments for each type of question
Create retail audit forms in seconds Build forms and fully customize them to suit your business needs Create simple and product-based forms in seconds with VisitBasis Receive up to 16 different data types from your field team: photo, barcode scan, signature, etc
Add products to forms for merchandising and planogram compliance Create product-based forms for planogram compliance checks and merchandising audits Link as many products as you need, add product images for added convenience, and keep your product reports in order
Create a timetable of visits for your field teams, keep track of reports they submit, and view their routes on the live map Set recurring visits for your field agents if they regularly need to complete audits of the same location
Set follow-up tasks with tickets Assign one-off tasks to field agents, assign group tasks and quickly resolve even the smallest problems with tickets Use tickets for jobs with priority statuses, add milestones to establish deadlines for field reps, exchange instant comments to share information about the task
With our multiple fraud prevention features – including detection of fake photos, timestamps, and visit validation – you can 100% trust the collected data and user statistics
Track agents’ live GPS, monitor performance View field teams’ live GPS coordinates and routes on the map, and keep track of their performance See exactly where reports were submitted by agents, how many stores they visited, and which tasks they completed
Build custom reports and dashboards Build custom dashboards and report to better understand your business, market insights, and data collection processes Select parameters to include in your custom reports and create tables and visualizations of your choice Share with clients and invite colleagues to work collaboratively
Would you like to see VisitBasis in action? No problem Book an online demo and we will give you a tour of the software
