Join our intensive 5-day training course designed for field sales merchandisers and trade marketers.
Learn to master retail execution from precise planning and data collection to real-time tracking and reporting all powered by the VisitBasis platform.
Elevate your team's efficiency accountability and sales performance.
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
