Training Course in Retail Execution Using VisitBasis

THIS COURSE IS SUITABLE FOR PEOPLE WORKING IN

Impact Evaluation, Monitoring and Evaluation, Academic Research, Market Research, Field Research, Agriculture, Health, Education, WASH, Handicapped, Human rights, Emergencies/disasters, Advocacy, Education, Environment, Small business development, Community development, Rural development, Women, Youth, Population, Rehabilitation, Culture, Capacity Building, Appropriate technology, Income, generation, Private sector, Refugees/displaced

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.

Who should attend?

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

Requirements

This training is designed for participants who are reasonably proficient in English and have an understanding.

 Duration

5 Days

Course objectives

• 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

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

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

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

Action plan.

Methodology

This instructor led training course is delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. Participants should be reasonably proficient in English.

Accreditation

Upon successful completion of this training, participants will be issued with a certificate of participation.

 Training venue

The training is residential and will be held at the Livecode Technologies Training Centre in south B Nairobi, Kenya. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

 Accommodation

Accommodation is arranged upon request. For reservations contact the Training Officer.

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Mobile Number: +254 725 771 853

Training fee

The course fee is KES 70,000.00 or USD 1000.00 exclusive of VAT. The course fees covers the course tuition, training materials, two (2) break refreshments, lunch and study visits. Participants will cater for their travel and accommodation costs.

Payment

Payment should be transferred to Livecode Technologies account through bank on or before the course starting date.

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it.

Tailor- Made

This scheduled course can also be tailored for your organization. To find out how our tailor-made training can help your organization, contact our team through This email address is being protected from spambots. You need JavaScript enabled to view it.

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.