If you’re using Wiser’s Retail Intelligence solution, you’ve already made a strategic choice to get closer to what’s really happening in-store. But are you tapping into its full potential?
Retail execution is a complex puzzle—and it’s easy to think you’re doing “enough.”
But the brands that win are those who continually increase visibility, take fast action, and empower their teams with reliable, in-the-moment data.
And the key to turning insight into impact is consistency. The more regularly you track the same efforts—whether a promotion, product launch, or display program—the more reliable your insights and results become.
That’s exactly what Retail Intelligence is built for.
This guide is designed to help you uncover more value from the product you already have. Whether you’re just getting started or looking to scale adoption across new teams or initiatives, the following six themes show you how to go deeper, move faster, and get more results.
Promo Compliance
You have the data. Use it to make every dollar you spend on trade promotions count.
Promotions only work if they show up. But for many brands, even their most strategic campaigns fall short due to missed execution in stores. Retail Intelligence helps you protect promotional investment by validating compliance and enabling fast, corrective action when issues arise.
Here’s how to maximize the value:
Ensure top promotion execution:
Use flexible audits to verify that priority promotions are live with the right signage, placement, and pricing. Spot gaps early to protect your marketing investment.
Shift from anecdotal to actionable:
Don’t wait for retailer feedback or partial field team reports. Get independent, store-level data at scale to surface real issues
Close the loop faster:
Empower your field or account teams with immediate alerts when compliance is missed—so they can address it before the promotion ends.
Segment and compare:
Evaluate execution success by retailer, region, account type, or store performance tier. Use this intelligence to tailor future campaigns.
Correlate compliance with sales impact:
Pair execution data with sales data to understand ROI—and build a stronger case for your next trade investment.
How to Increase Your Impact Over Time
Consider this chart as a way to think about your approach to addressing promotional compliance —gradually increasing depth of use and maximizing the value of Retail Intelligence.
Crawl | Begin tracking performance and outcomes on priority campaigns and ensure teams understand what "good" looks like. Align on which KPIs matter most. Review key promotions after the fact. |
Walk | Run audits during live promotions across more stores. Use dashboards to visualize success, introduce standardized scorecards, and share learnings across teams. Begin measuring compliance impact on ROI. |
Run | Align cross-functional teams (sales, trade marketing, insights) around a consistent set of KPIs and compliance goals. Use Retail Intelligence for pre-launch planning, real-time feedback, and optimizing future plans with trended, multi-year data. |
Use Case Highlight: 
Read the full case study here.
Shelf Health
The shelf is where it all happens. Wiser helps make sure you’re ready when shoppers show up.
When the shelf breaks down, so does the shopper experience. Shelf conditions impact availability, visibility, and ultimately your ability to convert at the point of sale. Retail Intelligence lets you see and act on what’s really happening at the shelf—whether your team is there or not.
Here’s how to maximize the value:
Get instant visibility into shelf issues:
Know when items are out of stock, misplaced, or not merchandised according to plan.
Track compliance at scale:
Validate planogram compliance, shelf layout, facings, and brand blocking rules across your footprint.
Layer in metrics that matter:
Strengthen shelf health data with availability, pricing, planogram compliance, and display presence to get a complete picture.
Prioritize top-impact fixes:
Use scoring or Perfect Store criteria to determine which factors matter most and where action will drive the biggest result.
Address gaps proactively:
Identify execution breakdowns earlier to improve on-shelf availability and reduce revenue loss.
How to Increase Your Impact Over Time
Consider this chart as a way to think about your approach to improving shelf health - gradually increasing depth of use and maximizing the value of Retail Intelligence.
Crawl | Capture basic shelf health indicators in your highest priority accounts. Track stockouts, shelf voids, and product presence with a simple checklist. Use the data to validate assumptions and surface early insights. |
Walk | Standardize shelf audits across key accounts and regions. Track metrics consistently over time to identify trends and inform decision-making. Introduce account-level dashboards to prioritize effort and investment. |
Run | Integrate shelf metrics with sales, image recognition tools, and third-party sources. Automate alerts and trend reporting. Use insights to drive merchandising strategy, rep allocation, and external partner accountability. |
Use Case Highlight: 
Read the full case study here.
Category Insights
Category insight builds category leadership. Wiser gives you the data to lead with confidence.
Category growth is built on visibility. When you understand what’s happening across the entire shelf—not just your own SKUs—you can make smarter decisions, win more space, and partner more effectively with retailers.
Here’s how to maximize the value:
Benchmark your brand against competitors:
Track pricing, presence, promotional activity, and assortment at the category level.
Spot share-of-shelf opportunities:
Monitor space-to-sales ratios and find out where your shelf share is misaligned with market share.
Capture granular SKU-level insights:
Understand which products are driving success, and where performance gaps exist.
Support smarter line reviews:
Bring compelling, third-party data to buyer meetings that shows how your brand—and the category—is performing.
Tie execution to sales outcomes:
Use shelf-level data to explain sales lifts or losses and plan better future strategies.
Category Insights
Category insight builds category leadership. Wiser gives you the data to lead with confidence.
How to Increase Your Impact Over Time
Consider this chart as a way to think about your approach to collecting category insights —gradually increasing depth of use and maximizing the value of Retail Intelligence.
Crawl | Start with visibility into your own brand’s presence in-store. Identify gaps and basic competitive placement. Use this data to validate assumptions and introduce initial comparisons. |
Walk | Expand audits to include key competitors. Track changes in space, price, and promotion over time. Analyze space-to-sales alignment and identify category-level trends. |
Run | Use category-wide KPIs in strategic planning. Integrate shelf and sales data to fuel advanced space modeling and Perfect Store design. Provide custom reports to field, insights, and sales teams for buyer presentations and growth strategy. |
Use Case Highlight: Seasonal Trends
Shopper Insights
Great retail strategy listens and adjusts. Wiser helps you hear the shopper—and act on what they say.
Your customers can tell you more than just what they see—they can tell you how they feel, what they’d buy, and why. Retail Intelligence lets you collect authentic, in-the-moment feedback from shoppers and retail associates to shape better launches, marketing, and messaging.
Here’s how to maximize the value:
Capture in-aisle shopper sentiment:
Collect feedback at the shelf on awareness, packaging, pricing, and product perception. Understand whether consumers notice your product, how they interpret the packaging, and what their initial reaction is—especially during launches.
Validate assumptions:
Learn how consumers discover your brand and how they respond to new SKUs, promotions, or competitive products. Replace assumptions with real-time feedback to fine-tune product messaging and marketing strategies.
Gauge the role of retail associates:
Measure rate of recommendation (RoR), product knowledge, and associate advocacy. Retail associates can be strong influencers—understanding how and when they recommend your brand offers insight into brand strength and training gaps.
Test and improve marketing tactics:
Understand whether signage, displays, or demos are making an impact—or getting ignored. This helps you prioritize what assets are working and where to redirect budget.
Use voice-of-customer data in planning:
Feed shopper insights into trade planning, creative testing, and assortment strategies. Let real-world responses guide decisions on everything from promotions to planograms.
How to Increase Your Impact Over Time
Consider this chart as a way to think about your approach to consumer insights—gradually increasing depth of use and maximizing the value of Retail Intelligence.
Crawl | Add a few shopper feedback questions to existing audits (e.g. “Did you notice this product?”). Start to capture associate feedback during visits. |
Walk | Customize surveys by channel, region, or product. Analyze how feedback varies by retailer or promotion. Use insights in internal reviews or training sessions. |
Run | Integrate consumer and associate insights into launch scorecards, creative testing, and retail execution dashboards. Use findings to refine training and media strategy. Track changes over time and adjust your strategy. |
Use Case Highlight: Retail Rate of Recommendation
Field Management
Every visit matters more when it’s guided by data. Wiser helps all teams show up—and win.
Wiser’s platform isn’t just for gathering results—it’s a toolkit for empowering your retail teams. From planning smarter routes to capturing clean data to improving training, Wiser’s Retail Execution solution brings clarity and structure to all store-level efforts. Used across field sales, demo, brand advocacy, marketing, training, category teams and more, this mobile-first solution helps bring all retail data together under one roof.
Here’s how to maximize the value:
Give your team a unified tool:
Capture photos, notes, compliance, and competitive activity in one place. A single platform reduces time spent toggling between apps and increases consistency across reps.
Streamline daily work:
Deliver dynamic task lists, authorizations, promotions, and data by store or region. Make it easy for reps to know where they need to be, what they need to do, and how to report back.
Standardize data collection:
Make it easier for all members of the team to collect and share shelf data—no more messy spreadsheets. The result is cleaner, more comparable data that drives actionable insights.
Strengthen your partnerships with data:
At the shelf, access integrations for the most up-to-date sales data—make swift, informed decisions and back every conversation with the store manager with hard facts.
Make smarter field deployment decisions:
Identify where reps are most needed based on execution gaps. Prioritize, plan, and route to locations with the biggest opportunity to impact sales or fix issues.
How to Increase Your Impact Over Time
Consider this chart as a way to think about your work in Field Management—gradually increasing depth of use and maximizing the value of Retail Intelligence.
Crawl | Introduce Retail Execution Management as a data collection tool for store visits. Track store coverage and photo documentation. |
Walk | Use task assignments, dashboards, and leaderboards to improve field efficiency. Spot execution gaps by territory. Share learnings across teams. |
Run | Integrate retail visit data into team reviews, training programs, and route planning. Use performance trends to guide investments and align internal vs. external rep strategy. |
Use Case Highlight: 
Read the full case study here.
Perfect Store
Perfect Store isn’t a destination—it’s a framework. Wiser helps you track it, improve it, and scale it.
Perfect Store is your playbook for what the ideal store looks like—and how to get there more often. It’s not just about hitting execution KPIs, but creating a scalable, repeatable model for retail excellence across channels, accounts, and banners.
Here’s how to maximize the value:
Define success clearly:
Create a scorecard using your priority KPIs (availability, pricing, blocking, facings, signage, etc.). Be specific and realistic about what great execution looks like by retailer and banner.
Establish benchmarks:
Track compliance against targets and compare performance across banners or regions. Use benchmarks to highlight outliers and best practices.
Focus on continuous improvement:
Identify your most common violations and build a plan to address them. Use repeatable metrics and trends to iterate over time.
Use scores to drive action:
Equip reps and partners with store-level guidance on how to close gaps. Give your field team a clear target and the tools to reach it.
Make Perfect Store part of your culture:
Use it to align internal teams, inform trade strategy, and support retail partners. When everyone works toward the same KPIs, consistency—and impact—increases.
How to Increase Your Impact Over Time
Consider this chart as a way to think about your work in Perfect Store—gradually increasing depth of use and maximizing the value of Retail Intelligence.
Crawl | Define a small set of foundational KPIs. Begin measuring performance manually or in selected markets. |
Walk | Expand scorecards across accounts. Add store-level insights to retail reviews and planning. Identify top drivers of compliance and gaps. |
Run | Automate tracking across all KPIs and banners. Connect performance to sales data to understand correlation. Adjust benchmarks based on real-world learnings and seasonality. Integrate Image Recognition to expand insights across the category tenfold. |
Use Case Highlight: 
Read the full case study here.
Moving Forward with Confidence
Across each theme in this guide, one thing remains clear: the more consistently you use Retail Intelligence, the more value you unlock. Whether you’re tracking compliance, availability, promotions, or field activity, repeated audits and ongoing visibility turn short-term wins into long-term impact. With each cycle, your programs become smarter, more focused, and more aligned with what drives results in-store.
Conclusion
Whether you're just starting out or scaling across teams, Retail Intelligence is most powerful when it's continuous. When you track, measure, and revisit the same programs regularly, you’re not just collecting data—you’re building momentum.
From shelf health to shopper sentiment to promotional compliance, every insight becomes more valuable when viewed over time. Use this guide to evaluate where you are today and where you can go next.
If any of these themes or opportunities sparked ideas, reach out to your Wiser Customer Success team. We're here to help you get more from your data, tailor the platform to your needs, and ensure Retail Intelligence becomes an even more impactful part of your growth strategy.