Designing a Strategy

The Points of Sale score calculated by the Perfect Store resource, results from responses given by your field employees to surveys. And this score should be planned according to the fluctuations of the compliance level of your company’s retail execution strategy.

The first step to start using the Perfect Store is to make sure all basic registers were correctly registered and that they meet the necessary info to be measured by this resource.

• Check Points of Sale Details, such as Chain, Banner, Type, Profile, Regional and POS Channel to ensure their accordance with the proposed segmentation.
• Check Products Details, such as Supercategory, Category, Brand, Product Line and Products (SKU) to guarantee they were correctly registered on your portfolio in order to meet the defined conditions.

The following step is to adapt or create new forms to meet your execution guide. They should follow some requirements in order to score correctly on Perfect Store. 

• Check how you can set a survey form. 

FORM OBJECTIVE

When defining a new form, make sure to select the option Related to the POS on the Form Objective section, to automatically link the survey to the POS checked into by the field employee.

It’s also important to link your form to a level of product structure. On the Objective field, select the options Supercategory, Category, Brand, Product Line or Product (SKU). In order for this resource to be able to identify the survey, it’s essential to provide that information.

QUESTIONNAIRE

Keep it in mind that this resource is supported by four pillars: Pricing, Presence, Share and Extra Point. Therefore, it’s possible to use or adapt a form you already use during your operations on this new resource following the Questionnaire Settings:

PRICE

With the goal of measuring whether the price asked by the point of sale is within expected limits, the form should contain question fields with whole number and decimal number formats.

Keep in mind that these formats will require a max and minimum number of figures so your Perfect Store score conditions will follow this requirement as well.

PRESENCE

With the goal of checking if a certain amount of items are available on each point of sale, the form should contain question fields with the Checkbox, Alphanumeric and Multiple Choice formats.

SHARE

With the goal of checking and securing a product’s visibility on the point of sale, the form should contain question fields with the whole number and decimal number formats.

Keep in mind that these formats will require a maximum and minimum number of figures so your Perfect Store Score conditions will follow this requirement as well.

EXTRA POINT

In order to check your additional display points, the form should contain question fields with the Checkbox, Alphanumeric and Multiple Choice formats.

ACCESS PROFILE

You should also set the Access Profile of all users able to define strategies and monitor points of sale through our app.

For your back-office team, please access the Access Profile page, search for Perfect Store resource in Permissions for Web Access Profile, and select one of the options:

• No Access, if you don’t want the user to edit or view the defined strategies.
• Read, if you want to grant the user access only to this resource’s dashboard.
• Write, if you want the user to be able to define and edit strategies.

For your field team, please access the Access Profile page, search for Perfect Store in Permissions for Mobile Access Profile, and select the option Active.

NEXT STEPS

After creating or adapting survey forms that cater for your Execution Guide, you should define your strategy and monitor it.

• Setting a Strategy
• Monitoring a Strategy