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Pinpoint Your Gaps with Mystery Shopping

Mystery shopping gives CPG managers the knowledge that they need to find gaps between their execution expectations and how things are implemented in practice. It gives them the data that they require to take action and correct any mistakes or gaps that are affecting performance. Using mystery shopping ultimately offers the ability to improve sales through the betterment of customer service and customer experience.

If you’re a CPG operations manager tasked with ensuring that your execution expectations are being met, then you know how hard it can be to get an accurate gauge on what is really going on in the field. Mystery shopping may just be the answer! With mystery shopping, you can pinpoint areas of operational gaps and create solutions that keep your standards at their highest level. 

Read more about how mystery shopping helps managers like you detect potential issues before they become costly problems.

What Is Mystery Shopping?

Mystery shopping is the practice of using an assigned “undercover customer” to observe staff members and retail locations. The mystery shopper carries out a real interaction between customers and staff members, in addition to making observations about the environment. Some mystery shopper interactions may be in person, while others can be used to test remote and online services, such as customer service calls. They may be asked to test various parts of the customer journey, such as buying a product, asking a question about a product, or making a complaint. They then report their findings using a standardized procedure.

Mystery shopping has become a valuable tool for businesses to improve customer service and track their own performance. It involves hiring a secret shopper, also known as a mystery shopper, to act as a regular customer and evaluate various aspects of a business, such as product knowledge, friendliness, and cleanliness. These mystery shoppers are typically part of a field team that is trained to remain anonymous and provide objective feedback to the company. 

The information they provide helps businesses make necessary adjustments and improve the overall customer experience. Mystery shopping has been instrumental in giving companies a competitive edge and ensuring they meet the high standards of today’s consumers.

Mystery shopping can help your business to gain a deeper understanding of performance in your stores and how you can improve. The job of mystery shoppers is to use their training to provide impartial feedback that offers an accurate picture of how your stores are operating and whether you are meeting the standards that you have set.

After mystery shoppers submit their findings, the data that they have gathered can be analyzed to gain insights into what gaps may exist and how they can be closed. CPG managers can benefit from actionable insights that allow them to make real changes and improve the customer experience across the board.

Why Companies use Mystery Shopping

Companies use mystery shopping programs to better understand and improve their customer service experiences. This is especially important for industries like hospital and retail, where customer satisfaction is a top priority. However, even companies like tobacco retailers use mystery shopping to ensure their stores are operating as a “perfect store” which meets certain standards and requirements. With mystery shopping, companies can gain valuable insights into areas that need improvement and areas in which they excel. This information can be used to create action plans that boost customer satisfaction and ultimately, increase sales.

Check this article out to find out more about why companies use mystery shopping.

How Mystery Shopping reveals key insights into your operations

Have you ever wondered what your customers are really experiencing when they visit your store or use your service? Mystery Shopping is an effective tool that can help you uncover key insights into your operations from the perspective of a regular customer. 

By employing trained professionals to act as undercover customers, you can learn about everything from the quality of your products to the behavior of your employees, and gain valuable feedback that can help you improve your operations. 

Mystery Shopping provides a unique opportunity to see your business through the eyes of those who matter most – your customers. With this information, you can make informed decisions that improve your customer service, boost sales, and enhance your overall reputation. So why not give it a try and see what kind of insights you can gain about your operations?

Improve the customer experience

Customer service can’t be underestimated when it comes to overall business success. Good customer service can make all the difference, and poor customer service can cause huge problems. 50% of customers will switch to a different brand after just one bad experience, and 80% will switch after more than one poor experience. So it’s vital to pick up on where your customer service and experience might not be living up to expectations. Mystery shoppers give you the information you need about how your customer service may be failing, what you’re getting right, and any gaps that need to be filled in.

Benefit from employee insights

Mystery shoppers help you to find out more about your employers, what they’re doing, and the types of information they are sharing about your products and services. When customers interact with your employees, you want to know that they are sharing the right information in the right way and that they are having a positive impact. Employees should have insights into your products and services that they can share with customers, whether it’s recommending products, upselling, or letting them know when a product will be back in stock.

A mystery shopping program helps you to assess the knowledge that your employees already have and how they are implementing it when interacting with customers. This enables the improvement of customer service and allows you to identify training areas where you can aim to boost the skills and knowledge of your staff. Over time, you can continue to check that employees are responding to training and understand how to provide the best customer experience while boosting sales.

Learn about competitors

All brands need to know about their competitors and how they measure up against them. Mystery shopping can enable your business to understand your competitors more using competitive benchmarking. In addition to assessing your own stores, mystery shoppers can be given the task of visiting your competitors’ stores and making observations about their operations. This gives you valuable data from the wider market, which can be used to improve your own customer experience and stay up to date.

Monitor your employees effectively

Mystery shopping can be an excellent tool for monitoring employees and assessing their performance. Mystery shoppers take an objective position, offering an outside perspective of employee performance. They can provide insights into how retail employees are performing and help you to identify how to improve with more training or instruction.

Tips for executing a successful Mystery Shopping program

Mystery shopping is an effective way to gather valuable insights into your customers’ experience, but executing a successful program requires careful planning and attention to detail. One key element of a successful program is a comprehensive Mystery Shopping checklist

This is a tool that can help ensure that every shopper is evaluating the same criteria and following the same procedures, resulting in consistent and reliable data. The checklist should include all of the key indicators that you want to measure, such as store cleanliness, customer service, and product knowledge, and provide clear instructions for the shopper to follow. By using a checklist, you can ensure that your program is structured for success and delivers actionable insights that will help you improve your business.

The value in collecting data from Mystery Shoppers and using it to inform decisions

To run a successful business, understanding your customers’ experience is key. That’s why utilizing Mystery Shoppers and collecting data from them can be incredibly valuable. However, managing this process isn’t always easy. That’s where a mystery shopper software solution comes into play. 

By implementing this technology, you can streamline the data collection process and efficiently analyze the feedback to make informed decisions about your business. Whether it’s identifying areas for improvement or tracking progress over time, this information is vital for staying ahead of the competition and creating a seamless customer experience.

Maximize the potential of your Mystery Shopping Field Team for optimal results.

In today’s competitive market, understanding your customers’ needs and expectations is crucial. That’s why many businesses turn to mystery shopping as a tool for gaining insight into their customers’ experience. But what’s even more valuable than simply conducting a mystery shop is collecting data and using it to inform decisions. 

With a mystery shopper software solution, businesses can efficiently track and analyze all the data collected from their mystery shoppers. By doing this, they can identify trends, pinpoint areas for improvement, and ultimately make data-driven decisions that will enhance their customers’ experiences. Not only does this help businesses stay ahead of the competition, but it also shows their customers that they value their feedback and are committed to delivering the best possible experience.

Mystery shopping is a great way to get an inside look into your operation and identify areas of improvement. But what good is all that data if you don’t know how to use it? 

By analyzing reports generated by mystery shopping, you can pinpoint exactly where your operation is succeeding and where improvements need to be made. Make use of alerts to minimize reporting delay and act on issues before they become larger problems. Instant notification via email or text message ensures that you are always aware of what’s going on in your business. With the help of Shelvz, a comprehensive mystery shopping platform, you’ll be able to put all that valuable data to work for a more efficient and effective operation.

How an All-in-One Modular Solution Works for Your Retail Execution Strategy

Mystery Shopping programs can provide invaluable insight into the day-to-day workings of your business. The data gathered can shed light on customer experiences, employee behaviors, and potential areas for improvement. However, it’s not just about collecting this data – it’s how you use it. Reports, generated from the data gathered, can help you identify trends and areas that require attention. You can set up alerts to minimize reporting delay and instant notifications to ensure you’re always on top of what’s happening. Analyzing these insights can help you improve not only customer satisfaction but also employee satisfaction and ultimately, your bottom line.


Mystery shopping has proven to be an invaluable tool for CPG managers, providing them with valuable insights into their operations and process’. It helps create more efficient systems that ensure better outcomes across the board. To get the most out of a mystery shopping program, companies should ensure that they ask good questions, hire experienced and reliable mystery shoppers, and take the time to analyze consumption trends so they can make data-driven decisions. At Shelvz, we provide a state-of-the-art platform that allows companies to quickly and easily access large amounts of data collected from mystery shoppers. Our intuitive system gives you the power to make informed decisions about how best to improve your operations and optimize efficiency. Ready to try it yourself? 

Discover how the Shelvz solution provides insights into your mystery shopping field team. Take a look at our mystery shopper solutions to find out how we can help. Book a demo today to find out more about how Shelvz can work for you.

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