Task Management for your Stores:
Visibility means increased productivity.

Gain increased insight into your projects, tasks, and stores, and real-time status, projections, and forecasts. Think of it as a toolbox to effectively organize, track, and manage projects and tasks across your organization. Have access to closed-loop project tracking and dashboard reports for real-time status on tasks performed across all locations. If someone asked you, "What's the status of the new display setup?" How long would it take you to accurately get that answer? With Natural Insight, you could have real-time percentages with just a few clicks. Best of all, managers can spend time addressing the exceptions, instead of continually contacting stores for a status.

Task Management
Monitor

How it Works

Monitor

  • Keep your finger on the pulse of important client projects or key store tasks. Track compliance related to marketing and promotional activities across the organization.
  • Notice a trend in tasks or projects not being accepted by staff? Find out why using our Reason for Decline feature.
  • Track merchandising initiatives to ensure proper product display and pricing.
  • View up-to-the-minute status of projects in an organized dashboard view. Track project exceptions including past-due visits, past-due check-ins, and out-of-area check-ins (based on GPS validation).
  • Scan the calendar view of visits and visit status for a single project or mutiple projects, with drill-down to visit-level detail.
  • Access personalized project dashboards for active projects with a calendar view of what needs to be completed and by when.
Respond

Respond

  • Track time and effort by task against budgeted amount so you can react quickly and efficiently.
  • Share best practices and leverage efficiencies directly with field staff who are responsible for performing the tasks.
  • Allow multiple options for on-site check-in, including IVR and mobile GPS check-in (and out) with timekeeping.
Minimize Surprises

Minimize Surprises

  • Know utilization, increase visibility, and close the gap between merchandising and store operations.