Training Course in Retail Execution Using VisitBasis

Course Level: Advanced

Introduction

This course in Field Data Collection and Retail Execution Using VisitBasis will equip participants with practical skills to plan, execute, and monitor retail merchandising, sales audits, in-store promotions, and data collection activities using the VisitBasis platform.

Whether you're a field sales representative, retail auditor, merchandiser, trade marketer, or operations supervisor, this course will help you effectively collect and manage in-store data and field team operations in real time.

Duration

5 Days

What You Will Learn

• How to set up your VisitBasis account and environment
• Managing field users and assigning roles
• Scheduling and routing field visits using GPS
• Designing mobile forms for audits, surveys, and checks
• Conducting in-store data collection and photo reporting
• Real-time tracking and geolocation validation
• Dashboard reporting and analytics
• Exporting and sharing reports and data

What You Can Do with VisitBasis

• Manage and track field sales, audits, and merchandising tasks
• Create and assign retail store visit schedules
• Collect photos, barcodes, and checklist data during store visits
• Improve accountability and reduce reporting errors
• Monitor product placement, stock levels, and competitor activity
• Generate real-time reports and share insights with management

How VisitBasis Has Been Used

• VisitBasis has been widely used by sales and marketing teams to:
• Conduct retail store audits and verify planogram compliance
• Perform price checks, stock checks, and promotions tracking
• Manage merchandising teams and validate store visits
• Capture photo evidence of in-store display execution
• Collect competitive intelligence data from the field

Course Details

VisitBasis is a mobile field activity management software designed for retail execution and in-store data collection. It enables organizations to schedule, assign, and monitor field team activities in real time.

Field reps use a mobile app to collect structured data (e.g., surveys, checklists, pictures, barcodes) while managers track performance using a web dashboard. It supports offline data collection with sync when the internet is available.

The VisitBasis ecosystem consists of:

• VisitBasis Web Dashboard: Used by managers to plan, assign, and review tasks
• VisitBasis Mobile App: Used by field reps to check-in, collect data, and report
• Task Types: Forms and questionnaires used for data collection
• Real-time Location Tracking: GPS validation of visit locations

Who Should Take This Course?

• Field Sales Managers
• Retail Auditors
• Trade Marketing Specialists
• Merchandisers
• Marketing and Operations Teams
• Project Officers and Field Data Collectors

Course Requirements

• A laptop or desktop computer
• A smartphone (Android or iOS)
• Internet connection
• Intermediate computer skills
• Proficiency in English

Topics to Be Covered

• Introduction to VisitBasis
• Account setup and configuration
• Managing team users and roles
• Planning and scheduling store visits
• Designing custom task forms (audits, surveys, etc.)
• Assigning visits and route planning
• Field data collection using VisitBasis mobile app
• Real-time GPS check-ins and photo uploads
• Monitoring team activity and performance
• Data exports and report generation
• VisitBasis analytics dashboard overview

Course Objectives

• This training course will teach learners how to:
• Configure VisitBasis for retail execution and data collection
• Create and assign store visit plans
• Build mobile forms for product audits, stock checks, or surveys
• Track field staff activity in real time
• Use reporting tools for insights and analysis

Learning Outcomes

At the end of the course, learners will be able to:

• Set up and manage a VisitBasis account and users
• Plan and schedule field visits
• Create forms and assign tasks to mobile users
• Collect and review data from field operations
• Monitor and report on retail activities using VisitBasis analytics

Course Outline

Module I

• Introduction to VisitBasis
• Understanding retail execution challenges
• Overview of field data collection using mobile tools

Module II

• Setting up a VisitBasis environment
• Creating users, teams, and setting permissions
• Assigning retail locations and visit schedules

Module III

• Building task types (forms, checklists, audits)
• Assigning tasks to field users
• Route optimization and visit planning

Module IV

• Using the VisitBasis mobile app
• Conducting field data collection
• Capturing photos, barcodes, and notes
• Real-time GPS validation

Module V

• Monitoring performance through the dashboard
• Exporting data to Excel and PDF reports
• Creating dashboards and reviewing analytics
• Group project: Plan, execute, and report on a retail visit