VisitBasis was designed by merchandisers for merchandisers. It is a comprehensive system that allows category and field operations managers to assign, track and monitor merchandising teams in real time. The VisitBasis Mobile App allows for in-store execution of merchandising activities, including photo tasks, planogram compliance checks, surveys, audits and inspections, data collection and signature capture, among others. It helps merchandising teams become more cost-effective as it saves time and money by virtually eliminating paperwork and reducing time and distance travelled by field reps. See for yourself how VisitBasis can help your merchandising operations - sign up today at www.visitbasis.com! Free downloads on Google Play and App Store!

1. VISITBASIS
The Case for Mobile Merchandising Activities

2. INTRODUCTION
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 ..

3. INTRODUCTION
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 that
comes from the field.

4. INTRODUCTION
With VisitBasis you can!

5. 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

6. 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.

7. ABOUT
How 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

8. ABOUT
About 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

9. SYSTEMOVERVIEW
VisitBasis 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

10. CONTACT INFO
www.visitbasis.com
blog.visitbasis.com
Live Chat
sales@visitbasis.com
Toll Free: +1 (800) 497-6293
Phone: +1 (954) 505-2059