{"id":1489,"date":"2023-04-20T15:15:00","date_gmt":"2023-04-20T19:15:00","guid":{"rendered":"http:\/\/blog.bindy.com\/?p=1489"},"modified":"2024-11-28T13:25:08","modified_gmt":"2024-11-28T18:25:08","slug":"correo-electronico-de-excel-vs-bindy-2-2-2","status":"publish","type":"post","link":"https:\/\/blog.bindy.com\/es\/correo-electronico-de-excel-vs-bindy-2-2-2\/","title":{"rendered":"\u2b50 Excel y correo electr\u00f3nico frente a Bindy: auditor\u00eda y gesti\u00f3n de tareas minoristas"},"content":{"rendered":"
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\"\"<\/a><\/figure>\n<\/div>\n\n\n

Algunos clientes minoristas y hoteleros llegan a Bindy desde una empresa competidora. plataforma de ejecuci\u00f3n minorista u hotelera<\/a> les han quedado peque\u00f1os o les parecen demasiado caros. Otros provienen de un flujo de trabajo desarrollado internamente. Por lo general, se requiere Excel\u2122, correo electr\u00f3nico, llamadas telef\u00f3nicas y una gran cantidad de esfuerzo humano para compilar los datos que se recopilaron. <\/p>\n\n\n\n

Cualquiera que haya experimentado alguna vez el dolor de recopilar, distribuir y compilar datos de sitios como este comienza a pensar... \u00a1debe haber una manera mejor! Bueno, lo hay.<\/p>\n\n\n\n

Perm\u00edtanos llevarlo a trav\u00e9s del ciclo de vida de la auditoria<\/a>, con Excel y correo electr\u00f3nico frente a Bindy.<\/p>\n\n\n\n

Tenga en cuenta que nos referimos a esta actividad como \u201cauditor\u00eda<\/a>\u201c, aunque tambi\u00e9n puede denominarse \u201cvisita\u201d, \u201cinspecci\u00f3n\u201d o \u201cevaluaci\u00f3n\u201d.<\/p>\n\n\n\n

Paso 1: Programe la auditor\u00eda<\/h2>\n\n\n\n

Excel\u2122 y correo electr\u00f3nico<\/p>\n\n\n\n

El auditor programa la auditor\u00eda utilizando la aplicaci\u00f3n de calendario de grupo de la empresa. Pero \u00a1cuidado! Algunas auditor\u00edas no se anuncian y no deben divulgarse a la gerencia de la tienda con anticipaci\u00f3n. \u00a1As\u00ed que programe y notifique a los destinatarios con cuidado!<\/p>\n\n\n\n

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encuadernado<\/p>\n\n\n\n

Inicie sesi\u00f3n en Bindy. Programe una auditor\u00eda con el calendario incorporado. Marque si la auditor\u00eda se anuncia o no. Deje que Bindy haga el resto: maneje todos los mensajes, env\u00ede recordatorios y controle la visibilidad por rol de usuario.<\/p>\n<\/blockquote>\n\n\n\n

\"\"<\/figure>\n\n\n\n\n\n\n\n

Paso 2: Prep\u00e1rese para la auditor\u00eda<\/h2>\n\n\n\n

Excel\u2122 y correo electr\u00f3nico<\/p>\n\n\n\n

\u00a1Desentierra estos viejos informes! Revisa tus correos electr\u00f3nicos y notas. Comparar y analizar auditor\u00edas anteriores. Compile manualmente y busque tendencias, repita los inaceptables y ubique los promedios del distrito. Si tiene notas, prep\u00e1relas con anticipaci\u00f3n y gu\u00e1rdelas en la hoja de c\u00e1lculo de Excel\u2122.<\/p>\n\n\n\n

\n

encuadernado<\/p>\n\n\n\n

Inicie sesi\u00f3n en Bindy. Busque la tienda y las auditor\u00edas anteriores, obtenga informes preparados y mire las tendencias, repita los inaceptables y la ubicaci\u00f3n en los promedios del distrito. Agregue sus notas a la auditor\u00eda programada (las notas se incluir\u00e1n autom\u00e1ticamente en la auditor\u00eda cuando comience).<\/p>\n<\/blockquote>\n\n\n

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\"\"<\/a><\/figure>\n<\/div>\n\n\n

Paso 3: Realice la auditor\u00eda<\/h2>\n\n\n\n

Excel\u2122 y correo electr\u00f3nico<\/p>\n\n\n\n

Usando su computadora port\u00e1til, abra la hoja de c\u00e1lculo de Excel\u2122 para la auditor\u00eda. Incluya la informaci\u00f3n sobre la tienda, informaci\u00f3n sobre usted y la fecha y hora actual. Ahora complete el formulario. \u00a1Tenga cuidado de no dejar caer su computadora port\u00e1til mientras camina y recuerde hacer clic en Guardar a menudo para no perder ning\u00fan dato!<\/p>\n\n\n\n

\n

encuadernado<\/p>\n\n\n\n

Inicie sesi\u00f3n en Bindy usando un tel\u00e9fono inteligente, tableta o computadora port\u00e1til. Haga clic en "Iniciar inspecci\u00f3n". La geolocalizaci\u00f3n selecciona la ubicaci\u00f3n en la que se encuentra, todos los detalles de la ubicaci\u00f3n y las fechas est\u00e1n preestablecidos. Camine por la ubicaci\u00f3n y complete el formulario (se puede usar la operaci\u00f3n con una sola mano en el m\u00f3vil). No se preocupe si su dispositivo se queda sin bater\u00eda o si desea usar un dispositivo diferente, \u00a1puede cambiar de dispositivo en cualquier momento y continuar donde lo dej\u00f3!<\/p>\n<\/blockquote>\n\n\n

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\"\"<\/a><\/figure>\n<\/div>\n\n\n

Paso 4: Plan de acci\u00f3n y seguimiento<\/h2>\n\n\n\n

Excel\u2122 y correo electr\u00f3nico<\/p>\n\n\n\n

Finalice la hoja de c\u00e1lculo de auditor\u00eda y cree una plan de ACCION<\/a>. Env\u00ede por correo electr\u00f3nico esta auditor\u00eda y plan de acci\u00f3n a la tienda y tal vez haga una copia de su director. Recuerde hacer un seguimiento con la tienda en una semana para asegurarse de que se est\u00e9n abordando las deficiencias. Si administra varias tiendas, necesitar\u00e1 un proceso para administrar auditor\u00edas, seguimientos y recordatorios.<\/p>\n\n\n\n

\n

encuadernado<\/p>\n\n\n\n

Asigne las deficiencias a las personas que utilizan el integrado plan de ACCION<\/a>. Deje que el sistema contacte a las personas responsables y deje que el sistema indique lo que se ha hecho o no, por qui\u00e9n, d\u00f3nde y cu\u00e1ndo. Puede obtener un informe actualizado al minuto, para una tienda o para todas las tiendas, en cualquier momento.<\/p>\n<\/blockquote>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Paso 5: Firma la visita<\/h2>\n\n\n\n

Excel\u2122 y correo electr\u00f3nico<\/p>\n\n\n\n

No existe una capacidad nativa en Excel para "firmar" una visita. Algunos operadores recurren a la impresi\u00f3n, lo que resulta engorroso y rompe la premisa de un flujo de trabajo electr\u00f3nico accesible y visible desde cualquier lugar. El papel es lento, caro y se pierde.<\/p>\n\n\n\n

\n

encuadernado<\/p>\n\n\n\n

El sistema permite a la marca designar usuarios que pueden firmar y \u201ccerrar sesi\u00f3n\u201d en la visita formulario por formulario. Esto proporciona un registro de integridad y bloquea la visita para que no se realicen m\u00e1s ediciones. Firma la visita electr\u00f3nicamente con cualquier dispositivo de pantalla t\u00e1ctil (\u00a1o incluso un rat\u00f3n!).<\/p>\n<\/blockquote>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Paso 6: Informes<\/h2>\n\n\n\n

Excel\u2122 y correo electr\u00f3nico<\/p>\n\n\n\n

\u00bfQuiere conocer sus mejores\/peores ubicaciones, art\u00edculos, regiones y programas? \u00a1Es hora de procesar datos con Excel\u2122! Pronto experimentar\u00e1 un s\u00edndrome conocido como \u201cdolor de cabeza inducido por Excel\u201d. Excel\u2122 es una poderosa herramienta comercial, pero nunca fue dise\u00f1ada para an\u00e1lisis de datos complejos (por supuesto, ya lo sabe, acaba de pasar 4 horas tratando de compilar datos en una docena de hojas de c\u00e1lculo).<\/p>\n\n\n\n

\n

encuadernado<\/p>\n\n\n\n

Inicie sesi\u00f3n en Bindy. Elija uno de los 27 informes enlatados. Las mejores y peores ubicaciones, elementos, programas, etc. Mire las tendencias, repita los inaceptables... Sin c\u00e1lculos, sin f\u00f3rmulas, sin hojas de c\u00e1lculo vinculadas con las que lidiar. Simplemente haga \u201cclic\u201d y resuma y compile sus datos. Y s\u00ed, \u00a1todav\u00eda puede usar Excel\u2122! Todos los informes de Bindy se pueden exportar a Excel\u2122 o PDF.<\/p>\n<\/blockquote>\n\n\n\n

Conclusi\u00f3n: Excel es lento, tiene pocas funciones y est\u00e1 obsoleto para las operaciones de campo<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Cuando dejamos de usar papel, todos supusimos que, por arte de magia, nos volver\u00edamos m\u00e1s eficientes. Sin embargo, se puede ser tan ineficiente con la tecnolog\u00eda como sin ella. Capturar datos electr\u00f3nicamente en Excel no hace que el proceso sea eficiente.<\/p>\n\n\n\n

Excel no fue dise\u00f1ado para esto. Es un programa de hoja de c\u00e1lculo, sobresale (nunca mejor dicho) en calcular y compilar valores num\u00e9ricos. No es una herramienta de ejecuci\u00f3n de campo, no es un motor de flujo de trabajo.<\/p>\n\n\n\n

Cuando se utiliza para est\u00e1ndares y ejecuci\u00f3n de marcas, Excel es lento, requiere mucha mano de obra y es propenso a errores. Tambi\u00e9n priva a la organizaci\u00f3n de los an\u00e1lisis en tiempo real que necesita para tomar decisiones comerciales informadas.<\/p>\n\n\n\n

Excel y el correo electr\u00f3nico no ayudan a su negocio, sino que lo frenan.<\/p>\n\n\n\n

Es hora de cambiar.<\/a><\/p>\n\n\n\n

\"\"<\/a><\/figure>","protected":false},"excerpt":{"rendered":"

Algunos clientes minoristas y hoteleros llegan a Bindy desde una plataforma de ejecuci\u00f3n minorista o hotelera de la competencia que les ha quedado peque\u00f1a o les parece demasiado costosa. Otros provienen de un flujo de trabajo desarrollado internamente. Por lo general, se requiere Excel\u2122, correo electr\u00f3nico, llamadas telef\u00f3nicas y una gran cantidad de esfuerzo humano para compilar los datos que se recopilaron. Cualquier persona que \u2026 Seguir leyendo \u2b50 Excel y correo electr\u00f3nico frente a Bindy: auditor\u00eda y gesti\u00f3n de tareas minoristas<\/span> \u2192<\/span><\/a><\/p>","protected":false},"author":6370623,"featured_media":61616,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_crdt_document":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[677174194,14465791],"tags":[55665360,677173901,22621804,209029600],"class_list":["post-1489","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-about-bindy","category-retail-audit","tag-retail-audit-2","tag-retail-audit-software","tag-retail-execution","tag-retail-execution-software"],"yoast_head":"\n\u2b50 Excel and Email vs Bindy Retail Audit and Task Management<\/title>\n<meta name=\"description\" content=\"Are you using Excel and email to schedule and conduct retail audits? 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