Sales IM: field sales execution

Field sales reps need more than a CRM in the field. Insightful.Mobi gives your sales force a secure, cloud-based app that works with or without signal, and exchanges data with your back-office systems on a schedule.

PROMOTION MANAGEMENT

Head-office deals and promotions on the rep's device for the stores they cover

Calendar grid displaying HQ promotional plans with the ability to add store deals

A compliance task with a photo for every store on the promotion

Claims raised against the deal and approved against budget

FIELD PRESENTER

Dynamic sales and marketing collateral

Track what is presented and where

TV commercials and deal sheets

Supporting documents (SLAs, lease agreements, tenders, etc.)

Any type of media including HTML5

Collect rep and customer feedback

FIELD VISIT PLANNING & REP DASHBOARD

Call cycles and journey planning, with every visit's start, end and location matched to the plan

Ranging gaps against each banner's core range, with sell-out data confirming what is already on the shelf so reps check only what's new

Leaderboard gives territory managers and reps comparative, targeted performance information

Regional sales managers see the business store by store, for a more proactive and informed discussion with the team

See it work

Field sales execution, end to end

Short videos, a minute or so each, drawn from the product as it works today. Every one has captions.

01
How it works
Set up once, plan, visit, sync and approve. Every night the work is measured against the plan.
03
Call cycles & coverage
Set the rhythm once. Visits roll forward, compliance is checked nightly, and missed stores are listed.
04
Shelf & ranging
Core range by banner, sell-out data confirming what is already on the shelf, reps checking only what's new, and weekly wins and losses.
05
Surveys, out of stock & NPD
Repeating store checks, on-shelf availability, and new product launches tracked week by week, with the why.
07
Promotions & claims
From plan to payment: present the deal, prove the display with a photo, and match the claim to the deal.
12
Reporting & dashboards
Every night the day's work is measured against the plan, from the whole business down to one store.