Sales IM - Field Sales Environment

Field Sales Reps & Merchandisers need more than just CRM tools in the field – they need access to the complete enterprise at their fingertips. Insightful.Mobi provides a secure cloud-based tool that allows your sales force to operate online & offline in the field. Our systems integrate with all the leading back office systems such as, SAP ERP/Financials and more, maximising the existing investment in your enterprise systems.



  • Up to the minute pricing & deals/promotions right there in your hands
  • Calendar grid displaying HQ promotional plans with ability to add store deals
  • Profitability Calculator for developing promotional and pricing terms
  • “Sign on glass” to secure buyer approvals on-the-spot
  • Process claims in the field – track, monitor, report, resolve claims proactively
  • Develop and execute price amendments in the store, make informed decisions
Photo by iStock_Oles/iStock / Getty Images


  • Dynamic Sales/Marketing collateral
  • Track what is presented and where
  • Display TV commercials
  • Deal sheets
  • Supporting documents (SLAs lease agreements, tenders, etc.)
  • Any type of media including HTML5
  • Collect rep & customer feedback
  • Mark favourites
Photo by Twoellis/iStock / Getty Images

credit management

  • Record, annotate, attach and process all manner of credits in the field
  • Integration with back-office systems provides robust status and payment information right on-the-spot
  • Photo-capture, scan, attach and email, all while standing in front of the customer


  • Visit planning – Journey planning, increasing efficiency and compliance
  • Leaderboard energises TM/Reps with great comparative and targeted performance information
  • Regional Sales Manager have their finger on the pulse of the business, promoting a proactive management style and more informed discussion amongst the team
  • The upside of this proactive approach is 25% increase in productivity