Questions buyers ask about Insightful.Mobi

A field sales and retail execution platform for consumer goods companies and the agencies that serve them, covering visits, ranging, promotions, claims, rebates, photos, shelf recognition and retail data.

Brand owners with field teams, and merchandising agencies and brokers, selling into New Zealand and Australian grocery, liquor and pharmacy.

In Auckland, New Zealand. All development happens in New Zealand.

Yes, from Auckland, two hours ahead of Sydney, by the people who build the product.

For field teams, yes: stores, contacts, call cycles, visits and notes. It is not a marketing or service CRM.

No.

Yes, and to most other CRMs.

Our own experienced staff configure it, not a partner. Your team then rolls it out to your users.

Yes. Both are live with customers, updating weekly.

Yes, as a premium service. It measures share of shelf by store, brand and product from photos.

Yes. Each principal sees only its own work, and approved jobs become both the principal's bill and the merchandiser's pay.

Yes. Rebates agreed with liquor stores and banner groups are tracked against the deal and the in-store proof.

Teams that need driving-route optimisation, teams whose reps mainly take orders, very small single-brand teams, and businesses outside New Zealand and Australian retail.

For brands and agencies that need promotions, claims and rebates proven store by store, weekly retail scan data in the visit, and agencies on the same platform, we believe Insightful.Mobi is the better choice. For order taking, van sales or route optimisation, other tools may suit better.

For New Zealand and Australian consumer goods teams whose main need is store execution, promotions, claims, retail data and agencies, we believe so: it is built for that job, needs no other licences and is configured by our own staff. If you need one platform for sales, service and marketing, Salesforce is broader, and the two can be connected.

If your priority is promotion checks built from the deal, claims and rebates matched to it, shelf recognition, store-level retail data or agency billing, we believe so. If your reps mainly take orders and you need deep ERP order sync or route optimisation, Opmetrix may suit you better.

If you want one platform for New Zealand and Australia without a Salesforce org underneath it, and agency billing built in, we believe so.

For brands and agencies selling through supermarket, liquor and pharmacy chains, yes. If you deliver your own product from vans and need invoicing on the truck, DSD Assist is built for that.