Changing your field sales software, without the drama
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.
Teams usually look at a change for one of three reasons: a new owner has changed their provider's plans, the system cannot show what happened in store, or agencies and their own team are on different tools. Whatever the reason, the move is the same.
How a move works
- Discovery. We map your stores, banners, products, call cycles and reports.
- Bring your data across. We help you bring across your stores, products, users and call cycles.
- Set up for your trade. Ranging by banner, promotion checks, forms and reports are configured by our own staff.
- Train your team. Reps, managers and agencies are trained on the version set up for them.
- Go live, with us beside you. The people who set it up support the first weeks in the field.
Four questions to ask your current provider before you renew
- Who owns the company now, and has the product roadmap changed?
- Where are development and support based?
- Can you reduce users during the contract term?
- What other licences or add-ons do we need for image recognition, analytics or integration?