One platform for your merchandisers, your principals and your billing

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.

For an agency, reporting quality is the product. Principals stay when they can see what they paid for. Insightful.Mobi turns each approved job into three things at once: proof for the principal, a bill to the principal and pay for the merchandiser.

How it works

  1. Each principal's jobs are scheduled and assigned to your merchandisers.
  2. In store, merchandisers complete each job item with the photos and answers it requires.
  3. Your client manager approves the work, or sets it to publish automatically.
  4. Approved time becomes the principal's bill and the merchandiser's pay, without re-keying.
  5. Each principal sees only its own stores, photos and reports in its own portal.

Why agencies choose it

  • One merchandiser can serve six principals in one store, and the work is still split by principal.
  • Timesheets and leave flow to payroll (MYOB and Affinity), so the fortnightly payroll fight stops.
  • Your platform is yours. You are not reporting to principals through a system owned by another agency.
  • Shelf recognition and store-level retail data are available as add-ons, so your reports can show more.

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