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 commercialsDeal 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