Elevate your Retail Task Management Strategy

Digital retail task management solutions can streamline your operations, eliminating errors, maximising efficiency and freeing up your staff to carry out tasks which require the human touch.

5 min

Visual merchandising, customer service, inventory management, front-of-house sales, physical shop maintenance, training, reporting analytics… The list, when it comes to the number of tasks behind a successful, well-oiled retail organisation, is an exhaustive one.

Digital task management solutions are revolutionising how stores handle these responsibilities, minimising errors, maximizing efficiency, ensuring compliance and freeing staff to focus on tasks that require a human touch.

And the problem, in a rapidly changing world – around 90.8% of the 1.5 billion-strong Chinese population will shop online by 2027, to take just one example – is that the logistical problems currently faced by retailers are set to grow exponentially.

Thankfully, user-friendly digital solutions, tailored to your retail organisation’s specific needs, are here to make your operations smoother, faster, more efficient, more error-free – and ultimately more profitable.

Centralise retail task management for optimal efficiency

Retail environments are bustling with activity, and interruptions can significantly impact productivity. With so many communication channels competing for our attention, it’s a blight that afflicts retail as much as any other working environment.

Centralised task management solutions bring order to chaos by consolidating all work-related activities into a single platform. By integrating communication channels such as emails, WhatsApp messages, and intranet tools into one interface, retailers can streamline operations and ensure nothing falls through the cracks. With Cegid Retail Store Excellence, store teams can access all tasks in one place, guaranteeing consistency and control across all locations.

As the retail sphere becomes more and more globalised, it’s never been more important for retailers to adopt sensible digital solutions to help adapt to a changing planet.

Improve task execution with AI-driven automation in retail

It can handle billions of mathematical operations per second, discern trends and patterns from vast datasets and, using predictive analytics, make forecasts concerning bottlenecks, risks, trends, weather patterns and a host of other forces that relate to retail efficiency.

No wonder AI-driven automation has become imperative in the retail sphere, fulfilling tasks from data-driven decision making to security and fraud prevention via supply chain optimisation, frictionless scale operations and inventory management.

Simplify repetitive processes with standardised checklists and real-time tracking

Retail operations involve numerous repetitive tasks, such as stock replenishment and general store checks. Digital checklists standardise workflows, improve accuracy, and track task completion in real-time. These tools replace outdated pen-and-paper methods, streamlining processes and ensuring compliance. With Cegid Retail Store Excellence, store teams can manage tasks efficiently, reducing the administrative burden and enhancing productivity.

User-friendly audit and compliance tracking for insightful task monitoring

Compliance is a crucial in retail – not just in terms of maximising reputation and risk avoidance, but also for smooth business operations.

User-friendly audit and compliance tracking tools provide real-time insights into execution gaps and ensure adherence to regulations. Retail managers can easily check that tasks are being carried out in stores and if all stores have the same tasks to carry out the same way, this ensures consistency between stores, both in terms of brand image and customer experience. By eliminating human error, these tools become integral to your retail task management strategy. Cegid Retail Store Excellence offers seamless compliance tracking, ensuring your stores operate smoothly and efficiently.

Empower store associates: minimise admin tasks to enhance customer service

When we think about digital technology having customer service applications, we tend to think of chatbots, virtual assistants and self-service checkouts. In fact, the right digital tools – specifically, user-friendly retail task management software – can also minimise admin workload. Ultimately, it leaves data entry, inventory tracking and processing returns, exchanges, and refunds to the computers, freeing up staff to do what they’re best at: real-time, face-to-face customer service – and other activities only humans can carry out.

The recent Drapers Inner Circle Summit reported a growing importance of physical stores as experience hubs. The potential for retail organisations’ staff to participate in what Drapers referred to as a “theatre of experiences” is significantly enhanced when using task management software. Cegid Retail Store Excellence equips staff to participate fully in creating memorable customer interactions.

Achieving store excellence in a changing retail landscape

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Conclusion

Effective task management is the backbone of successful retail operations. By adopting advanced task management solutions like Cegid Retail Store Excellence, retailers can streamline tasks, automate processes, and empower their teams, transforming task management into a seamless, efficient powerhouse.

Q&A

How can tasks be managed in a retail store?

We’ve all heard that well known phrase about the left hand not knowing what the right hand is doing: and it resonates particularly loudly in the retail sphere.

But disjointed communications aren’t the only issue: errors, interrupted workflows, inefficient processes, wasted human endeavour – all of these create a perfect storm of chaos, which has a detrimental effect on customer satisfaction, productivity and profit. And these problems all come down to antiquated task management practices.

Such flawed practices can be dragged into the 21st century using advanced retail task management software such as Cegid Retail Store Excellence. This AI-powered solution will revolutionise your business by centralising operations, as well as optimising and automating task management between head office and stores. The result will be clear communication, streamlined operations and top-notch performance when it comes to customer service, visual merchandising and compliance tracking.

 

What are the benefits of using AI for customer service in retail?

There’s far more to AI-based customer service solutions than personalised recommendations, human-free help desks and voice assistants.

Because AI can harvest and process vast repositories of data at breakneck speed – quintillions of calculations per second, in fact – intelligent agents such as Cegid Pulse can paint a vivid picture of your customers’ preferences and behaviours. AI’s analytical and learning capacity, harnessed correctly, can – paradoxically – ramp up how human and personal your interactions with your customers end up being, which in turn improves their shopping experience.

Demand forecasting through AI was another trend to emerge as a popular area of interest at the Drapers Inner Circle Summit. Retail task management software that utilises AI can also: enhance transparency; identify and eliminate anomalies on your inventories; predict problems before they occur, contributing to proactive management; and, in various ways, vastly reduce costs by making your retail organisation more efficient.

AI also has the potential to automate duties which take up 60 to 70 per cent of your employees’ time – time which could be spent carrying out more complex or ‘human’ tasks, such as customer interaction. .

Unlock the potential of your retail task management strategy with Cegid Retail Store Excellence. Watch our webinar to discover how to enhance productivity, streamline operations, and achieve excellence in every store.

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