Store visit planning
Assign outlets, plan practical routes and give each field rep a clear visit list.
Retail execution software South Africa
Turn every store visit into evidence your team can act on
Plan routes, guide merchandisers through consistent retail audits and keep photos, GPS-linked visits, notes and customer activity together. SalesPro Hub helps FMCG and retail field teams replace scattered spreadsheets and chat threads with one reviewable workflow.
No credit card required. Test a real route and audit before rollout.
- Custom audit forms
- Photo evidence
- GPS-linked visits
- Orders and customer records
Channel coverage
One operating model, adapted to each retail channel
Keep a common visit record while adapting questions, frequency and evidence to each channel. That gives management comparable data without forcing every outlet through an identical checklist.
- Supermarkets and grocery chains
- Independent retailers and spaza shops
- Pharmacies and health retailers
- Hardware and building-supply stores
- Liquor outlets
- Forecourt and convenience stores
Practical capabilities
Cover the visit from planning to manager review
Retail execution is useful when the workflow is simple enough for reps to complete and specific enough for managers to trust.
GPS-linked check-ins
Connect the visit record to a time and location so managers can review field coverage in context.
Custom retail audit forms
Standardise questions for availability, price, promotion, display and competitor observations.
Photo evidence
Capture shelf, display and promotion photos alongside the audit instead of in separate chat threads.
Availability observations
Record out-of-stocks, facings and product observations using the fields your category team defines.
Manager reporting
Review visits, submitted forms and follow-up records without rebuilding every report from spreadsheets.
A clear boundary on image recognition
SalesPro Hub captures shelf photos and structured audit evidence for review. We do not present automated computer-vision planogram scoring as a standard feature. Confirm any specialist image-recognition or ERP integration requirement during solution design.
In-store workflow
Before, during and after the store visit
- STEP 01
Prepare the visit
Assign the outlet, route and audit form. The rep sees the customer record and the work expected at the stop.
- STEP 02
Capture in-store evidence
Check in, complete the required questions, add notes and take photos while the shelf and display are in front of the rep.
- STEP 03
Review and follow up
Managers review submitted evidence, compare coverage and route issues to the right commercial or operational owner.
Retail visit evidence
See how store activity becomes a reviewable record
These product views and field scenes show the evidence chain: the visit, the audit, the territory and the manager report. Use the trial to reproduce that chain with your own outlet list and form.
Written and maintained by Paul · Updated 28 July 2026
Capture evidence where execution happens
Reps can record shelf conditions, pricing, availability and photos during a geo-located store visit.
Standardise every store audit
Use repeatable forms for availability, promotion checks, display compliance and competitor observations.
Verify the visit record
A time and location-linked check-in provides operational context for the audit submitted at the store.
See coverage across the territory
Managers can review where visits happened and identify stores or areas that still need attention.
Review execution without chasing spreadsheets
Bring visit, form and customer records into a shared reporting workflow for follow-up.
Pilot plan
Prove the workflow in one territory first
A focused pilot exposes form friction, outlet-data gaps and reporting needs before they affect a national rollout.
- 1Import a clean list of pilot outlets and assign them to two or three reps.
- 2Build one audit form with only the questions management will act on.
- 3Complete visits in both good- and low-connectivity locations.
- 4Ask a manager to find the photo, answer and follow-up for a specific outlet.
- 5Review rep completion time, missing data and reporting gaps before expansion.
Buyer decision guide
Is SalesPro Hub the right retail execution fit?
A good trial should prove the workflow with your data—not rely on a sales promise.
Strong fit when you need
- FMCG, wholesale and merchandising teams that need repeatable store visits and photo-backed audits.
- Managers who want routes, customer activity, orders and retail evidence in one operating workflow.
- South African field teams that need ZAR pricing and a practical mobile pilot.
Confirm during the trial
- Whether your required form fields, photos and offline sync work on the devices reps will use.
- Any automated planogram, image-recognition, ERP or data-warehouse requirement.
- How outlet ownership, consent, retention and location policies should be configured.
Retail execution FAQ
Questions buyers ask before a pilot
What is retail execution software?
Retail execution software gives field reps a structured way to plan store visits, complete merchandising or retail audits, capture photos and submit evidence. Managers use the resulting visit records to review coverage, availability issues and promotion execution.
Can SalesPro Hub check planogram compliance automatically?
SalesPro Hub can capture shelf photos and structured audit answers for a manager or category team to review. Automated computer-vision planogram scoring is not presented as a standard feature. If that capability is essential, confirm the required integration and review process before buying.
Can merchandisers use it when store connectivity is poor?
The mobile workflow is designed for field use and supports offline work for core visit activity. Test the exact forms, images and sync behaviour your team needs during the trial, especially in low-signal territories.
Does it work for independent retailers and spaza shops?
Yes. Outlet records, routes and custom forms can support both formal retail chains and independent trade. Use separate form templates or visit rules where the channel requires a different audit.
Can reps capture orders during a retail visit?
Yes. Teams can combine customer visits and audit evidence with mobile order capture. Product, pricing and fulfilment requirements should be tested with a pilot team before a wider rollout.
How should we evaluate retail execution software?
Choose a small group of outlets and reps. Run one real route, submit one complete audit with photos, capture any related order and ask a manager to find the evidence without help. That proves usability, reporting and adoption more reliably than a feature checklist.
Test one real retail route before you commit
Build your outlet list, audit form and manager review path during the 14-day trial.
Start free trial