Why consumer goods teams in New Zealand and Australia choose Insightful.Mobi

Insightful.Mobi is a field sales and retail execution platform, built and supported in Auckland, New Zealand, for consumer goods companies and the merchandising agencies and brokers that serve them across New Zealand and Australia.

Most CRMs were built to manage accounts and pipeline. Your field team's job is different: getting the range on shelf, the promotion up and the claim paid, store by store. Insightful.Mobi is built for that job, and for the way retail works here.

Why it is the better choice for ANZ field teams.

If you sell into owner-operated and franchise grocery, liquor or pharmacy, need every promotion, claim and rebate proven store by store, want weekly retail scan data in the rep's hand, or run agencies alongside your own team, we believe Insightful.Mobi is the better choice than a general CRM or a global field tool. It is built for those jobs out of the box, needs no other software licences, and is configured by our own staff rather than a partner.

Built for how New Zealand and Australian retail trades.

Owner-operated New World, PAK'nSAVE and Four Square stores. Independent IGA and liquor stores supplied by Metcash. Woolworths and Coles banners with their own ranging. Pharmacies owned by the pharmacist inside. Insightful.Mobi knows banners, store groups and the difference between a head-office deal and a store that still has to be sold to.

Proof, not activity.

Every visit records when and where it happened. Photos are tied to the store, the date and the brand. Gaps in the range, promotion checks and claims come back as data your office can use, not a pile of emails.

Your own team and your agencies on one platform.

Merchandising agencies and brokers run their jobs, approvals and billing in Insightful.Mobi, and each principal sees only its own work. Read about Agent IM

Retail data where the work happens.

Weekly dunnhumby and NielsenIQ store data shows reps what is selling and what has dropped off, store by store, before they walk in.

Built, configured and supported by people who know the trade.

All our development happens in New Zealand. Our own experienced staff configure your system. When you call, you talk to the people who build it, in your time zone.

Nothing else to buy.

You do not need any other software licences to run Insightful.Mobi. Already have a CRM at head office? We connect to Salesforce, Microsoft Dynamics and most other CRMs.

Who uses it.

Brand owners including Reckitt, Asahi and MCoBeauty, and merchandising agencies that serve many principals. Some customers have been with us for more than ten years.

Where we are not the right fit.

If you need driving-route optimisation, mainly want reps to take orders, run a very small single-brand team, or sell outside New Zealand and Australian retail, another tool will suit you better.

Book a demo