Keep your CRM. Add the field layer that does the store job better.
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.
Your head office may already run Salesforce, Microsoft Dynamics or another CRM for accounts and pipeline. You do not have to replace it, and you do not have to reshape it into a merchandising tool. Insightful.Mobi runs store execution and connects to the CRM you have.
Why Insightful.Mobi does the field job better than a CRM alone
- Store execution is built in: banner ranging, promotion checks, claims and liquor rebates, photo proof. Nothing has to be custom-built onto your CRM.
- Weekly dunnhumby and NielsenIQ store data reaches the rep in the visit, not just a head-office report.
- Agencies work on the same platform, and each principal gets its own view.
- No extra CRM seats for merchandisers, no other licences, and no partner project: our own staff configure it.
What connects
| System type | Examples |
|---|---|
| CRM | Salesforce, Microsoft Dynamics and most other CRMs |
| ERP and accounting | Microsoft Dynamics NAV, Xero, MYOB |
| Trade promotion | Promax, HighRadius |
| Payroll | MYOB, Affinity |
No other licences to run it.
Insightful.Mobi runs on its own licence.
Salesforce, Microsoft Dynamics and other names are trademarks of their owners and are used here only to describe compatibility.