What is Mobile Retail Execution? 

What is Mobile Retail Execution? A Guide to Boost Sales and Improve Customer Experience

In today’s fast-paced retail landscape, mobile retail execution has emerged as a powerful tool for retailers and CPG manufacturers to drive sales and enhance the customer experience. With the proliferation of smartphones and tablets, retail now has the ability to empower field teams with mobile technology, enabling them to effectively execute in-store activities while on the go. In this blog post, we will delve into the concept of mobile retail execution, its benefits, and best practices for implementing it in your retail business.

‌What is Mobile Retail Execution?

Mobile retail execution refers to the use of mobile devices, such as smartphones and tablets, to enable field sales and marketing teams to execute various in-store operations. These operations may include merchandising, inventory management, order taking, pricing and promotion management, and customer relationship management (CRM) activities. Mobile retail execution allows representatives to have access to critical data and tools at their fingertips, enabling them to make informed decisions, communicate with the central office, and provide excellent customer-focused service while on the go.

Benefits of Mobile Retail Execution

Mobile retail execution offers several benefits to retailers and CPG / FMCC manufacturers, including:

• Improved Efficiency: Mobile retail execution streamlines retail operations by automating manual tasks such as inventory management, order taking, and competition/pricing audits. This results in improved operational efficiency as representatives can easily update inventory levels, capture orders digitally, and report on competitors, pricing, and promotions on the go, reducing the need for paperwork and manual data entry.
• Real-time Data Insights: Mobile retail execution provides management with real-time access to data, analytics, and reporting, enabling them to make time data-driven decisions. This helps brand and category managers to better understand customer preferences, track sales performance, and identify opportunities, leading to more informed and effective retail strategies.
• Enhanced Customer Experience: With mobile retail execution, representatives can provide personalized and timely service to retailers and customers, leading to an enhanced customer experience. Merchandisers can check for information such as ideal inventory levels for each store, promotional pricing, and planogram, leading to increased compliance with corporate strategies and fewer out-of-stocks. Sales representatives can access customer information, purchase history, and preferences, enabling them to tailor their interactions and provide relevant recommendations, resulting in increased customer satisfaction and loyalty. 
• Flexibility and Mobility: Mobile retail execution provides representatives with the flexibility and mobility to access information and perform tasks from anywhere, at any time, while giving management GPS fencing tools, ensuring that the tasks were performed at the appropriate place. This allows representatives to be more responsive to customer needs, visit multiple stores in a day, and work efficiently while on the move, resulting in improved productivity and effectiveness.

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Best Practices for Implementing Mobile Retail Execution

Implementing mobile retail execution requires careful planning and execution to ensure its success. Here are some best practices for implementing mobile retail execution in your retail business:

1. Define Clear Objectives: Before implementing mobile retail execution, define clear objectives and goals that align with your retail business strategy. Identify the specific retail operations and tasks that you want to enable your field teams to perform using mobile devices. Clearly define the expected outcomes and success metrics to measure the effectiveness of mobile retail execution.
2. Choose the Right Application: Select the software applications and tools that are best suited for your retail business needs, making sure they work across Apple and Android operating systems. Consider other factors such as ease of use, scalability, integration with existing systems, security, and support for offline mode, as many retail establishments have poor cell phone reception. 
3. Provide Adequate Training and Support: Besides choosing an application that is easy to use even for seasonal/temporary staff, train your field teams on how to effectively use mobile devices and applications for retail execution. Some applications offer free extensive training through YouTube videos.

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Top Mobile Retail Execution Solution

One of the leading solutions for mobile retail execution is VisitBasis, a comprehensive and powerful platform that offers a wide range of features designed to streamline retail operations and empower field teams. Here are some key reasons why VisitBasis is considered the best mobile retail execution solution:

• All-in-One Solution: VisitBasis offers a complete suite of tools and features for mobile retail execution, including merchandising, inventory management, order taking, pricing and promotion audits, CRM, and analytics. This means that CPG manufacturers and agencies can manage all aspects of their retail operations from a single platform, eliminating the need for multiple software applications while ensuring seamless integration and data exchange with ERP, CRM, and data visualization systems.
• User-Friendly Interface: VisitBasis has a user-friendly interface that is easy to navigate and use, even for representatives who may not be tech-savvy or that work only seasonally. The platform offers intuitive workflows, fully customizable forms, and digital checklists that simplify retail operations and enable merchandisers to perform tasks quickly and efficiently.
• Offline Capabilities: One of the standout features of VisitBasis is its offline capabilities, which allow reps to perform retail operations even in areas with poor or no internet connectivity. The platform enables offline data capture and automatically syncs data when an internet connection is available, ensuring reps a seamless workflow, regardless of their location.
• Real-Time Data Insights: VisitBasis provides real-time data insights and analytics that enable brand and category managers to make data-driven decisions. The platform offers customizable dashboards, reports, and analytics through Google Looker, providing manufacturers and retailers with valuable insights into inventory levels, competition, customer preferences, and more, helping them identify opportunities for improvement and optimize their retail strategies.
• Customizable and Scalable: VisitBasis is highly customizable and scalable, making it suitable for retailers of all sizes and industries. The platform allows retailers to create custom forms, checklists, and workflows that are tailored to their specific retail operations and requirements. Additionally, VisitBasis can be easily scaled to accommodate the growing needs of a retail business, making it a flexible and future-proof solution.
• Integration with Existing Systems: VisitBasis offers seamless integration with existing systems, such as ERP and CRM systems, making it easy for CPG manufacturers and retailers to leverage their existing IT infrastructure. The platform supports data exchange and synchronization through APIs, ensuring that data captured in VisitBasis is automatically updated in the customer’s backend systems, eliminating the need for manual data entry and reducing the risk of data errors.

In conclusion, VisitBasis is a leading mobile retail execution solution that offers a comprehensive suite of features, user-friendly interface, offline capabilities, real-time data insights, customization, scalability, integration, excellent customer support, and cost-effectiveness. With VisitBasis, retailers can empower their field teams with the tools and capabilities they need to streamline retail operations, boost sales, and enhance the customer experience. Whether you are a small retailer or a large enterprise, VisitBasis is the ideal solution for driving retail excellence and achieving retail success.

Learn more about VisitBasis and sign up for a free trial at www.visitbasis.com.