{"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":"e-mail-excel-vs-bindy-2-2-2","status":"publish","type":"post","link":"https:\/\/blog.bindy.com\/pt\/excel-email-vs-bindy-2-2-2\/","title":{"rendered":"\u2b50 Excel e e-mail vs Bindy Auditoria de varejo e gerenciamento de tarefas"},"content":{"rendered":"
\n
\"\"<\/a><\/figure>\n<\/div>\n\n\n

Alguns clientes de varejo e hotelaria chegam \u00e0 Bindy vindos de um concorrente plataforma de execu\u00e7\u00e3o de varejo ou hotelaria<\/a> eles cresceram demais ou s\u00e3o muito caros. Outros v\u00eam de um fluxo de trabalho desenvolvido internamente. Geralmente envolve Excel\u2122, e-mail, telefonemas e muito suor humano para compilar os dados coletados. <\/p>\n\n\n\n

Qualquer pessoa que j\u00e1 tenha experimentado a dificuldade de coletar, distribuir e compilar dados de sites como esse come\u00e7a a pensar\u2026 deve haver uma maneira melhor! Bem, existe.<\/p>\n\n\n\n

Deixe-nos lev\u00e1-lo atrav\u00e9s do ciclo de vida da auditoria<\/a>, com Excel e Email vs. Bindy.<\/p>\n\n\n\n

Observe que nos referimos a esta atividade como \u201cauditoria<\/a>\u201c, embora tamb\u00e9m possa ser chamada de \u201cvisita\u201d, \u201cinspe\u00e7\u00e3o\u201d ou \u201cavalia\u00e7\u00e3o\u201d.<\/p>\n\n\n\n

Etapa 1: agende a auditoria<\/h2>\n\n\n\n

Excel\u2122 e e-mail<\/p>\n\n\n\n

O auditor agenda a auditoria usando o aplicativo de calend\u00e1rio de grupo da empresa. Mas cuidado! Algumas auditorias n\u00e3o s\u00e3o anunciadas e n\u00e3o devem ser divulgadas \u00e0 ger\u00eancia da loja com anteced\u00eancia. Ent\u00e3o agende e notifique os destinat\u00e1rios com aten\u00e7\u00e3o!<\/p>\n\n\n\n

\n

Bindy<\/p>\n\n\n\n

Fa\u00e7a login no Bindy. Agende uma auditoria com o calend\u00e1rio integrado. Verifique se a auditoria \u00e9 anunciada ou n\u00e3o. Deixe o Bindy fazer o resto: lidar com todas as mensagens, enviar lembretes e controlar a visibilidade por fun\u00e7\u00e3o de usu\u00e1rio.<\/p>\n<\/blockquote>\n\n\n\n

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

Passo 2: Prepare-se para a auditoria<\/h2>\n\n\n\n

Excel\u2122 e e-mail<\/p>\n\n\n\n

Desenterre esses relat\u00f3rios antigos! Verifique seus e-mails e notas. Compare e analise auditorias anteriores. Compile manualmente e procure tend\u00eancias, repita inaceit\u00e1veis e localize as m\u00e9dias do distrito. Se voc\u00ea tiver anota\u00e7\u00f5es, prepare-as com anteced\u00eancia e salve-as na planilha do Excel\u2122.<\/p>\n\n\n\n

\n

Bindy<\/p>\n\n\n\n

Fa\u00e7a login no Bindy. Pesquise a loja e as auditorias anteriores, obtenha relat\u00f3rios prontos e observe as tend\u00eancias, repita os inaceit\u00e1veis e localize as m\u00e9dias do distrito. Adicione suas notas \u00e0 auditoria agendada (as notas ser\u00e3o automaticamente inseridas na auditoria quando ela for iniciada).<\/p>\n<\/blockquote>\n\n\n

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

Etapa 3: realizar a auditoria<\/h2>\n\n\n\n

Excel\u2122 e e-mail<\/p>\n\n\n\n

Usando seu laptop, abra a planilha Excel\u2122 para a auditoria. Inclua as informa\u00e7\u00f5es sobre a loja, informa\u00e7\u00f5es sobre voc\u00ea e a data e hora atuais. Agora preencha o formul\u00e1rio. Tenha cuidado para n\u00e3o deixar cair seu laptop enquanto anda e lembre-se de clicar em salvar com frequ\u00eancia para n\u00e3o perder nenhum dado!<\/p>\n\n\n\n

\n

Bindy<\/p>\n\n\n\n

Fa\u00e7a login no Bindy usando um smartphone, tablet ou laptop. Clique em \u201cIniciar inspe\u00e7\u00e3o\u201d. A geolocaliza\u00e7\u00e3o seleciona o local em que voc\u00ea est\u00e1, todos os detalhes e datas do local s\u00e3o predefinidos. Caminhe pelo local e preencha o formul\u00e1rio (a opera\u00e7\u00e3o com uma m\u00e3o pode ser usada no celular). N\u00e3o se preocupe se o seu dispositivo perder a bateria ou se voc\u00ea quiser usar um dispositivo diferente, voc\u00ea pode trocar de dispositivo a qualquer momento e continuar de onde parou!<\/p>\n<\/blockquote>\n\n\n

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

Passo 4: Plano de a\u00e7\u00e3o e acompanhamento<\/h2>\n\n\n\n

Excel\u2122 e e-mail<\/p>\n\n\n\n

Finalize a planilha de auditoria e crie um plano de a\u00e7\u00e3o<\/a>. Envie esta auditoria e plano de a\u00e7\u00e3o por e-mail para a loja e talvez copie para seu diretor. Lembre-se de entrar em contato com a loja em uma semana para ter certeza de que as defici\u00eancias est\u00e3o sendo corrigidas. Se voc\u00ea gerencia v\u00e1rias lojas, precisar\u00e1 de um processo para gerenciar auditorias, acompanhamentos e lembretes.<\/p>\n\n\n\n

\n

Bindy<\/p>\n\n\n\n

Atribua defici\u00eancias a indiv\u00edduos usando o built-in plano de a\u00e7\u00e3o<\/a>. Deixe que o sistema entre em contato com os respons\u00e1veis e que o sistema indique o que foi ou n\u00e3o feito, por quem, onde e quando. Voc\u00ea pode obter um relat\u00f3rio atualizado, para uma loja ou todas as lojas, a qualquer momento.<\/p>\n<\/blockquote>\n\n\n\n

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

Passo 5: Assine a Visita<\/h2>\n\n\n\n

Excel\u2122 e e-mail<\/p>\n\n\n\n

N\u00e3o existe capacidade nativa no Excel para \u201cassinar\u201d uma visita. Alguns operadores recorrem \u00e0 impress\u00e3o, que \u00e9 complicada e quebra a premissa de um fluxo de trabalho eletr\u00f4nico acess\u00edvel e visualiz\u00e1vel de qualquer lugar. O papel \u00e9 lento, caro e se perde.<\/p>\n\n\n\n

\n

Bindy<\/p>\n\n\n\n

O sistema permite que a marca designe usu\u00e1rios que t\u00eam permiss\u00e3o para assinar e \u201cassinar\u201d a visita formul\u00e1rio por formul\u00e1rio. Isso fornece um registro de integridade e impede a visita de futuras edi\u00e7\u00f5es. Assine a visita eletronicamente com qualquer dispositivo touch screen (ou at\u00e9 mesmo um mouse!).<\/p>\n<\/blockquote>\n\n\n\n

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

Etapa 6: Relat\u00f3rios<\/h2>\n\n\n\n

Excel\u2122 e e-mail<\/p>\n\n\n\n

Quer conhecer seus melhores\/piores locais, itens, regi\u00f5es e programas? \u00c9 hora de processar dados com o Excel\u2122! Em breve voc\u00ea experimentar\u00e1 uma s\u00edndrome conhecida como \u201cdor de cabe\u00e7a induzida pelo Excel\u201d. O Excel\u2122 \u00e9 uma ferramenta de neg\u00f3cios poderosa, mas nunca foi projetada para an\u00e1lises de dados complexos (\u00e9 claro, voc\u00ea j\u00e1 sabe disso, acabou de passar 4 horas tentando compilar dados em uma d\u00fazia de planilhas).<\/p>\n\n\n\n

\n

Bindy<\/p>\n\n\n\n

Fa\u00e7a login no Bindy. Escolha um dos 27 relat\u00f3rios prontos. Melhores e piores localiza\u00e7\u00f5es, itens, programas, etc... Veja tend\u00eancias, repita inaceit\u00e1veis... Sem c\u00e1lculos, sem f\u00f3rmulas, sem planilhas vinculadas para lidar. Basta \u201cclicar\u201d e ter seus dados resumidos e compilados. E sim, voc\u00ea ainda pode usar o Excel\u2122! Todos os relat\u00f3rios do Bindy s\u00e3o export\u00e1veis para Excel\u2122 ou PDF.<\/p>\n<\/blockquote>\n\n\n\n

Conclus\u00e3o: O Excel \u00e9 lento, pobre em recursos e obsoleto para opera\u00e7\u00f5es de campo<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Quando passamos a usar menos papel, todos n\u00f3s presumimos que magicamente nos tornar\u00edamos mais eficientes. No entanto, voc\u00ea pode ser t\u00e3o ineficiente com tecnologia quanto sem ela. Capturar dados eletronicamente no Excel n\u00e3o torna o processo eficiente por si s\u00f3.<\/p>\n\n\n\n

O Excel n\u00e3o foi projetado para isso. \u00c9 um programa de planilha, excelente (trocadilho intencional) no c\u00e1lculo e compila\u00e7\u00e3o de valores num\u00e9ricos. N\u00e3o \u00e9 uma ferramenta de execu\u00e7\u00e3o de campo, n\u00e3o \u00e9 um mecanismo de fluxo de trabalho.<\/p>\n\n\n\n

Quando usado para padr\u00f5es e execu\u00e7\u00e3o de marca, o Excel \u00e9 lento, trabalhoso e sujeito a erros. Tamb\u00e9m priva a organiza\u00e7\u00e3o da an\u00e1lise em tempo real necess\u00e1ria para tomar decis\u00f5es de neg\u00f3cios informadas.<\/p>\n\n\n\n

Excel e e-mail n\u00e3o est\u00e3o ajudando o seu neg\u00f3cio, eles est\u00e3o atrapalhando.<\/p>\n\n\n\n

Hora de mudar.<\/a><\/p>\n\n\n\n

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

Alguns clientes de varejo e hotelaria chegam \u00e0 Bindy vindos de uma plataforma concorrente de execu\u00e7\u00e3o de varejo ou hotelaria que eles superaram ou consideram muito cara. Outros v\u00eam de um fluxo de trabalho desenvolvido internamente. Geralmente envolve Excel\u2122, e-mail, telefonemas e muito suor humano para compilar os dados coletados. Qualquer um que \u2026 Continue lendo \u2b50 Excel e e-mail vs Bindy Auditoria de varejo e gerenciamento de tarefas<\/span> \t<\/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":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","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,"jetpack_post_was_ever_published":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? Here are 6 steps for a more efficient way and better results.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.bindy.com\/pt\/e-mail-excel-vs-bindy-2-2-2\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u2b50 Excel and Email vs Bindy Retail Audit and Task Management\" \/>\n<meta property=\"og:description\" content=\"Are you using Excel and email to schedule and conduct retail audits? 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