This instructor-led course equips participants with practical skills to automate and enhance in-store retail activities using real-world workflows and tools.
Participants Will Learn To:
Build and deploy forms tailored to merchandising, stock audits, planogram compliance, pricing checks, competitor monitoring, and CRM.
Plan and manage daily visits with route guidance and task assignment.
Capture and validate in-store data—even offline—using photos, barcodes, signatures, GPS, and more.
Generate and share reports in real time using both VisitBasis dashboards and external visualization tools.
Set up automated workflows—create, assign, and track action tickets.
Ideal For:CPG ...
This instructor-led course equips participants with practical skills to automate and enhance in-store retail activities using real-world workflows and tools.
Participants Will Learn To:
-
Build and deploy forms tailored to merchandising, stock audits, planogram compliance, pricing checks, competitor monitoring, and CRM.
-
Plan and manage daily visits with route guidance and task assignment.
-
Capture and validate in-store data—even offline—using photos, barcodes, signatures, GPS, and more.
-
Generate and share reports in real time using both VisitBasis dashboards and external visualization tools.
-
Set up automated workflows—create, assign, and track action tickets.
Ideal For:
CPG brand teams, retail merchandisers, field marketing reps, brokers/distributors, and in‑store audit professionals looking to accelerate retail execution using modern mobile tools.
Benefits:
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Streamline operations by eliminating paper processes.
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Boost field-team productivity with optimized visit schedules and route planning.
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Enhance data quality and trust with built-in validation and fraud controls.
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Enable data-driven decision-making through instant insights and reporting.
Training Dates
4th August 2025 to 8th August 2025
