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.

 
 
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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

 
Photo by iStock_Oles/iStock / Getty Images

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

 
Photo by Twoellis/iStock / Getty Images

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

 
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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.