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SEAMLESSLY ORGANIZE RETAIL EXECUTION TASKS

Retail Task Management

Whether you are organizing merchandising, inventory, resets, demo & sample programs, pricing updates, or in-store promotion, Natural Insight lets you easily organize tasks and projects and keep track of execution.

SURVEY BUILDER

Easily Create Surveys and Tasks

  • Easily create surveys with drag and drop survey builder
  • Use skip logic to streamline the data capture process, saving users time and ensuring that only relevant data is collected
  • Facilitate survey building and cross-project reporting by saving frequently used questions and tasks into your question library
  • Organize questions by product type, client, type of work and more with customizable question tags
  • Search through existing questions by filtering with tags or using the search bar
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GRID QUESTIONS, PRODUCT LIBRARIES

Streamline Data Collection

  • Save 20 to 40 minutes per in-store assignment on average with efficient data entry
  • Empower your reps to collect data faster using our mobile app or via web browser access
  • Keep high level of productivity in low reception areas with offline mode
  • Let staff look up pre-populated SKUs or product lists to avoid typing errors and inconsistencies
  • Enable faster data collection with grid questions

FULFILLMENT & INVENTORY MANAGEMENT

Don't Let Low Stock Get in the Way of Perfect Execution

  • Enable staff with tracking numbers for products, displays, or work material such as instruction guides, planograms, etc.
  • Include inventory information in your questions so staff know what to do:
    • Never leave an assignment incomplete because the product is sitting in the back room. 
    • Avoid over-ordering products by using display of in-transit inventory
    • Automate inventory re-order when product is low
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ACTION ITEM QUESTIONS

Automate Your Workflows

  • Trigger specific actions based upon responses to survey questions
  • Automatically reschedule assignments
  • Automatically email managers or third-parties with relevant information or request
  • Create staff tags to easily collect information such as skill sets, uniform sizes, etc.
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What else do you want to accomplish?
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Organize my Workforce

Get better visibility into the performance of your on-demand workforce, staff the best people for the right job faster, and automate time consuming processes such as onboarding and payroll.

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Manage
Work

Say goodbye scattered Excel sheets. Easily assign tasks and projects, schedule workers, and keep track of project completion in one central platform so you can do more to grow your business faster.

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Drive 
Accountability

Ever wished you had eyes on the ground? With Natural Insight, get more visibility into your retail execution and remote workforce than if you were actually in the field.

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Gain
Visibility

Easily visualize and share powerful business intelligence from the field. Provide key insight about in-store execution, competition, in-store foot-traffic, and more to key stakeholders.

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