The definitive playbook for optimizing retail execution.

We’ll be your navigators, guiding you through the process ahead – and providing you valuable knowledge and insights to help you determine the best retail execution tools for your business’ needs.

Whether managing a team in single store or overseeing a group of reps who visit multiple locations daily - we can help you optimize your line-of-sight field management, remote team task management, communications and promotional execution.
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What’s Inside

Learn just exactly what retail execution is, and why it’s so important in today’s marketplace.

Did you know, for example, that only 51% of planned promotions are getting set? That’s almost half your investment left on the table, out of the gates. When you consider that promotions, when properly executed, can increase sales by as much as 193%, it seems like a no-brainer to ensure the work is done.

In an environment where retailers are juggling so many competing demands, we created this playbook will help you set your business up for success and maximum efficiency.

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  • 1
    Establish just exactly what constitutes retail execution.
  • 2
    Learn what success looks like for the different stakeholders in retail.
  • 3
    Understand its importance and how it shapes customer experience.
  • 4
    See how best-in-class organizations manage their workforce for consistency and excellence.
2 page playbook graphic
  • 1
    Establish just exactly what constitutes retail execution.
  • 2
    Learn what success looks like for the different stakeholders in retail.
  • 3
    Understand its importance and how it shapes customer experience.
  • 4
    See how best-in-class organizations manage their workforce for consistency and excellence
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Why should it be important to you?
Bottom line: poor execution at the point of sale can cost you.

The current retail landscape will demand more creativity in order to rebuild relationships with shoppers in a time when they need more reassurance to shop and feel safe.

You need a great process for making sure you’re getting product to the shelves – and managing stock outs quickly. It’s not a realistic business strategy to cross your fingers & hope customers will just come back next time, once they haven’t found a product when and where they’re looking for it.

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Believe in brick-and-mortar - because people still like being there.

While headlines continue to pop up almost daily announcing shuttering of more brick-and-mortar retailers – it might seem like any focus on retail execution should give way to online sales and e-commerce efforts. But it would be a costly mistake to ignore in-store experience or put great customer service on a back-burner.

Surveys show that nearly 60% of shoppers actually prefer to go to brick-and-mortar locations, climbing to almost 70% when you talk about larger life purchases, like home furniture or engagement rings. 

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Tackle inconsistent experiences.

Providing consistency can be a challenge when you’re managing multiple locations, but it’s one of the most important things you can do to shape the customer experience. The services, selection and layout should be familiar enough so that they can find what they need with minimal disruption to their busy schedules. Often, the key to that kind of consistency is through compliance.

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Ditch the inefficiencies.

When you minimize the amount of time reps and store associates spend on admin tasks and speed up their time to complete projects, you create space for them to be able to get back to where they’re needed most: on the sales floor, helping shoppers on their journey through to purchase.

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Our Clients Have Logged:
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13,491,270
Projects

The tasks and actions managers need to have executed by employees; everything from surveys, task lists, planograms, orders, recalls and inventory audits.

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19,079,102
Photos Submitted

Geo-tagged photos are your proof positive that project plans are completed and that displays and inventory look great.

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38,507,263
Hours Worked

Our platform makes managing timecards fast and efficient – increased productivity means an increase in the number of locations visited in a workday.

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5,780,727
Location Visits

A rep can cover, on average, 33% more locations when using our platform, which ultimately leads to happy customers and increased sales.

Ready to Excel at Retail?

Consistency, efficiency, product availability – it all adds up to better customer experience.

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