Provide a consistent customer experience that drives revenue growth
The Review sales observation app allows “in the moment” coaching and insight in your retail stores. Have sales-focused conversations, coach your sales team and meet customer needs.
A consistent customer journey that meets customer's needs
Too often, store reps are over-eager, jumping straight into a sales pitch without understanding anything about the customer's circumstances—from the start, the focus is entirely on the product.
This leads to their needs not being met, and you watch customers walk out empty-handed.
In the Review sales observation app, your sales team perform fast, “in the moment” sales observations, mapped and scored against your ideal customer journey. The sales experience improves every time.
Upselling and sales-focused conversations improve profits
64% of staff don’t ask for the sale, let alone upsell. They explain the benefits of the product or service and then let the conversation fizzle out.
Once the needs of the customer have been established and met, it’s time to make sure staff are asking for the sale and offering upsells.
With digital sales observations in the Review app, track and check these conversations are happening. Coach those missed opportunities to continuously improve.
Action plans and coaching for continuous improvement
Sales observations aren't about scoring 100% every time, but having the coaching and frameworks in place to train and educate staff when gaps do appear.
With Review the sales observation app, set tasks “in the moment” during a sales observation to ensure you meet customer expectations, coach missed sales techniques, and train staff to ask for the sale or upsell.
Coaching is no longer dependent on each manager; it’s consistent across your stores and retail estate.
Find the positive and negative moments with a bird’s-eye view
Each sales observation is important, but the true value comes when you can find training, sales knowledge or journey gaps that are consistently occurring in your sales team. Our bird’s-eye view gives you a real-time snapshot of performance.
With the Review retail sales observation app, everything is scored. You see the good, the bad, and the opportunities to increase customer satisfaction.
Drill down to the specific stores, teams or reps that need coaching or intervention.
2-3x
Boost in sales
51%
Increase in customer satisfaction
1,200%
More observations completed
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Mobile observation app
Say goodbye to paper or the rush to find a pen. Complete your retail sales observations in app on corporate or personal devices - iOS, Android and the web.
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Photos & questions
Every question can have optional or mandatory notes and photos with the ability to annotate images with a drawing or text for improved clarity.
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Tasks & action plans
Each employee has a dedicated tasklist, with due dates and timelines to close the loop. Continuous coaching and improvement.
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Instant insight
Review instantly updates, giving you a real-time bird’s-eye view across your team’s sales observations. Quickly export to CSV and compare across your organisation.
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Do observations with or without Wi-Fi
No matter your location or the quality of your Wi-Fi connection, completing your sales observation is an easy experience. The app seamlessly transitions into offline mode when no network is detected.
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Single Sign-On
With single sign-on, your employees can log in with their existing company account like Office 365 or Active Directory.
❌ Before Review
Retail sales observations aren't happening because:
There’s no structure in place, meaning upsells, standards and visits are forgotten in retail.
Rushing to find pen & paper or the latest spreadsheet leads to missed observations.
Completed observations get lost in filing cabinets, spreadsheets, conversations or emails.
There's no consistent standard between areas, managers and retail teams.
Nothing changes after observation. With no structure in place upselling and customer experience are forgotten.
✅ With Review
Simpler, instant, “in the moment” observations app mean:
A clear framework is in place, driving consistency and coaching which leads to better sales.
Coaching and observations happen in real-time, every day across all your retail team.
Bird’s-eye view and instant analytics give you visibility and insight across the retail estate.
Observations are consistent across stores with structured templates and standards.
Assigned tasks and action plans to resolve issues and see meaningful progress in upselling and customer service.
Sales observations in 60 seconds
“I use Ocasta Review to get a snapshot of what’s happening across all our UK stores. It tells me what we need to work on, and what we need to celebrate.
And that’s where I lean into education for the new month.”
- Steph Howe, Retail Learning & Development
Your retail sales observations app to provide a consistent customer experience & drive sales
A consistent customer journey that meets customer's needs.
Upselling and sales-focused conversations to improve performance.
Action plans and coaching for continuous improvement.
Find the positive and negative moments across your stores with a bird’s-eye view.
These all lead to a better customer experience, increased sales and more productive sales staff.
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