Merchandising

Saving You Time and Sanity: The Benefit of Mobile Forms

Imagine sorting through piles and piles of paper, trying to find a certain audit from a couple of months ago. Thirty minutes later, you’re still searching for the ever-elusive audit and you’re getting too frustrated to continue. Though this situation may be slightly exaggerated, the issue is all-too common. The solution? Mobile forms.

Mobile forms make it easier for reps to see audits or other actions that have been completed in the past. Storing and looking up old data is significantly simpler when that information is digitized rather than logged on paper. For Third Party Merchandisers that visit the same locations multiple times to ensure compliance, mobile forms are especially valuable.

With mobile forms, audits and other store-level data can be easily organized according to variables like state, city, or vendor. This allows for reps to quickly sort and locate the data they need. With Mobile Data Collection software, mobile forms are integrated into the software and reps can access it via their smartphones. Since all the data is stored in the cloud, data is continuously synced and reps have access to it from anywhere in the field. If reps need to pull up a file while visiting a client or need to compare an old form with a new one to prevent product voids, they can do so on the spot.

Not only does it make it simpler for your reps to look up old data, mobile forms save them time as well, increasing efficiency. With the time saved, reps can complete other duties like conducting customer surveys or tracking inventory. It is important that reps spend their time on valuable jobs like dealing with customers rather than administrative duties like looking through papers.

Digitized data is easier to analyze as well. With paper forms, you have to manually enter all the data points into a computer. With mobile forms, data analysis is much simpler. There is no need to transfer information - everything is already stored in the cloud, ready for you to access anytime you want. Data analysis can help you pinpoint where adjustments need to be made, saving you money in the long run.

Not only do paper forms cost you money, they take up valuable time and decrease efficiency. In order to fully maximize your reps’ potential, make the move towards mobile forms. You will find that they will save you both time and sanity, especially when looking up past data. For Third Party Merchandisers who must maintain a high level of customer service with the clients they visit over and over again, mobile forms are a must. They will make your reps happier and more efficient, consequently making your customers happier as well.

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Nancy Chen

Nancy Chen is a Content Marketing Intern at Repsly, Inc. and is currently completing a Marketing degree at Northeastern University. A contributor to the national online publication Spoon University, she is experienced in delivering knowledgable, quality material to readers.

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