Sales IM - Field Sales Environment
Field Sales Reps & Merchandisers need more than just CRM tools in the field – they need access to the complete enterprise at their fingertips. Insightful.Mobi provides a secure cloud-based tool that allows your sales force to operate online & offline in the field. Our systems integrate with all the leading back office systems such as Salesforce.com, SAP ERP/Financials and more, maximising the existing investment in your enterprise systems.
PROMOTION MANAGEMENT
Up to the minute pricing & deals/promotions right there in your hands
Calendar grid displaying HQ promotional plans with ability to add store deals
Profitability Calculator for developing promotional and pricing terms
“Sign on glass” to secure buyer approvals on-the-spot
Process claims in the field – track, monitor, report, resolve claims proactively
Develop and execute price amendments in the store, make informed decisions
FIELD PRESENTER
Dynamic Sales/Marketing collateral
Track what is presented and where
Display TV commercials
Deal sheets
Supporting documents (SLAs lease agreements, tenders, etc.)
Any type of media including HTML5
Collect rep & customer feedback
Mark favourites
credit management
Record, annotate, attach and process all manner of credits in the field
Integration with back-office systems provides robust status and payment information right on-the-spot
Photo-capture, scan, attach and email, all while standing in front of the customer
FIELD VISIT PLANNING & REP DASHBOARD
Visit planning – Journey planning, increasing efficiency and compliance
Leaderboard energises TM/Reps with great comparative and targeted performance information
Regional Sales Manager have their finger on the pulse of the business, promoting a proactive management style and more informed discussion amongst the team
The upside of this proactive approach is 25% increase in productivity
AN INSIGHTFUL.MOBI EBOOK
HOW CAN YOU GET STORE PROMOTIONS UNDER CONTROL?
Why 59% of promotions aren’t executed effectively - and what to do about it.