Apr 18, 2023

Optimizing Your Retail Execution with Elixir’s Mobile App

Hubspot Integrations

OVERVIEW BLOGPOST

In today's competitive retail environment, success on the retail shelf is more crucial than ever. Retailers and producers alike must make sure that their products are available and simple for customers to access given the limited selling area. However, there are numerous difficulties in retail execution, and businesses frequently struggle to give their sales representatives the resources they require to be effective. This is where Elixir's mobile app for retail execution comes in.

In this article, we'll explore how Elixir's app can help you overcome the challenges of retail execution, boost client happiness, and ensure that your products are always available on the shelves. We'll also take a closer look at how the app works and its key features.

TABLE OF CONTENTS

The importance of success on the retail shelf

the challenges of retail execution

Introducing Elixir's Mobile App for Retail Execution & Hubspot integration

1. HOW THE APP WORKS

- SHELF AUDIT
- PRODUCT AUDIT

- QUESTIONNAIRE

- HUBSPOT INTEGRATION

- DATA TRANSMISSION & OFFLINE CAPABILITY

2. BENEFITS OF USING ELIXIR'S RETAIL EXECUTION APP

3. CONCLUSION

The importance of success on the retail shelf

Success on the retail shelf is more crucial than ever in today's competitive retail environment. Despite the restricted selling space, both producers and retailers must ensure that their products are readily available and easily accessible to customers.

the challenges of retail execution

On-shelf availability is only one of the numerous difficulties in retail execution, therefore businesses frequently struggle to give their sales representatives the resources they require to be effective, leading to missed opportunities and decreased sales.

Another challenge in retail execution is the difficulty in keeping track of product placement and availability, especially when store employees do not follow the standardized process for store visits. This can result in incomplete and unreliable data, making it difficult for businesses to make informed decisions.

Introducing Elixir's mobile app for retail execution THAT integratES with hubspot

Elixir's mobile app for retail execution is designed to help businesses overcome the challenges of retail execution and provide their sales representatives with a quick, user-friendly, and connected experience. The app is integrated with HubSpot CRM, allowing businesses to use it for sales, marketing, and customer service purposes.

1. how the app works

In HubSpot, we first begin with the preparation. You can find all the pertinent information about the store you are about to visit on the Company page in HubSpot. You can see all of the visits that are scheduled for today from within the mobile app, and with a click of a button, you may navigate to the chosen store. The app allows sales representatives to easily access all the pertinent information about a store visit and conduct various tasks, including product audits and order placement.

- - SHELF AUDIT
    You can start your store visit once you arrive. In order to audit the product placement on the shelves, we begin with the planogram inspection. This is accomplished by snapping a photo, annotating it as appropriate, and responding to a few questions regarding the product placement.
  - PRODUCT AUDIT
    The checklist is the next step, when we list every item that is on display and provide details on its quantity, cost, and degree of representation. Our app integrates with the HubSpot Product library, allowing you to easily access and use your product information during store visits.
  - QUESTIONNAIRE
    By speaking with the store's contact and going over the questions we established in HubSpot, we finished the visit.
  - HUBSPOT INTEGRATION
    Because our app is based on HubSpot, you may use it for sales, marketing, and customer service purposes and keep all of your visit data there. This enables thorough reporting on all the information you cover during a store visit.
  - DATA TRANSMISSION & OFFLINE CAPABILITY
    We can transmit all of the data to HubSpot once all of these procedures have been finished. However, if you detected that the supply was running low while you were there, you can place an order for the required goods using the mobile app. In addition, our app allows you to create a ticket if any issues arise during delivery, such as damaged products or incorrect quantities.
    - Another great feature of our app is that it works offline. All changes that are made are saved in the app, and will be sent to HubSpot once an internet connection is made.

2. BENEFITS OF USING ELIXIR'S RETAIL EXECUTION APP

With Elixir's mobile app for retail execution, you get a standardized process that streamlines store visits, product audits, and customer engagement, making it easier for sales representatives to be effective and ultimately boosting sales. The app's integration with HubSpot also allows businesses to keep all visit data in one place, enabling thorough reporting on all the information covered during a store visit.

3. CONCLUSION

Overall, Elixir's mobile app for retail execution is designed to help you exceed customer expectations while providing your sales reps with an enjoyable experience when performing store visits. With its quick and connected experience, businesses can boost client happiness and ensure that their products are always available on the shelves.