driving retail field productivity with mobile insight

MOBILE INSIGHTRetail field productivity management

©2014 Mobile Insight - Confidential & Proprietary

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THE CHALLENGES OF MANAGING FIELD TEAMS

You don’t know what you don’t know


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THE CHALLENGES FACED BY FIELD TEAMS

Too much time spent on reporting and following up, rather than high-impact activities


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ADDRESSING THE CHALLENGES• Our Executive Team’s past challenges and frustrations with reporting and

accountability of our own retail field sales and district management teams were the genesis of Mobile Insight. We wanted to know:

What are our people doing

on their visits?

How does this correlate with

sales and mindshare results? How can we

streamline communication

between the field and corporate?

How long are they there?

What are our competitors

doing in-store today?

How can we make the

team more efficient?


PURPOSE

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Mobile Insight enables field sales teams to maximize their impact with minimal effort

This comprehensive two-pronged application—using a secure web portal for administration, and a mobile app for field team use—serves these critical needs:

1. Management Information & Collaboration2. Field Rep Productivity3. Corporate Support Function

Workflow Management4. Information Optimization5. Administration 6. Compliance Management


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USING MOBILE TECHNOLOGY

Improve key metrics while optimizing workflow and team deployment using both web portal and mobile application interfaces

Quantitative Metrics

• Visit frequency compliance

• GPS confirmation of each visit

• Length of visit• Time spent on various

activities and visit types

Qualitative Metrics

• Impact of visits on state of the store• Measured based on

your top priorities• Captured in reporting

AND photos• Impact of visit types on

store-level sales


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MI FEATURES DRIVE PRODUCTIVITYSto

re L

evel Pro

duct

ivit

y

Field User Productivity

Visit Time/Event

Out of Office

Sales Goals/Actuals

Calendar

Nearby

Compliance

GPS Compliance

Dashboard

Tasks

WorkflowsGroups

Bulk Manage

Photos Tool/Picture Capture

Alerts

Metrics Summary

Dynamic Form Builder

Power Insights Implementation

Pro Insights Implementation

Contribution

Standard Reporting

Custom Reporting

Visit Counter

Contacts


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THE MI MOBILE APPThe MI app is available for use on iOS and Android handsets and tablets


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THE FIELD USER EXPERIENCEField users have the tools in hand to successfully complete a productive visit. This

includes visibility to performance metrics, a store-level view of sales achievement (Pro Insights only), location-based features, and access to prior store visits.

Knowledge drives behavior. Behavior drives results.


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CLIENT-CENTERED FORMS• Capture the data that’s relevant to YOUR business• Our Dynamic Form Builder enables a variety of question types,

including informational text and hyperlink functionality, as well as automated workflow action item routing (Pro Insights only), to enable seamless two-way data flow between the field and corporate


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THE CORPORATE USER EXPERIENCE

• The portal provides administration tools, productivity metrics and management overviews, including dashboards, calendars, submitted visit forms, reporting, and user and store assignments, among many others

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ROBUST REPORTING


• Robust reporting capabilities enable users to generate reports to aggregate data from multiple visits, users, regions and more to enable true business intelligence

• Reports can also be scheduled to be emailed to both licensed users and outside emails on custom intervals

• Custom reporting beyond MI’s standard reports is available to Pro Insights users


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WHAT’S IN IT FOR MY TEAM?

Exec

Man

agem

ent • Productivity

• Visibility• Management

insight• Business

intelligenceFi

eld

Man

agem

ent • Operational

insight• Visibility to

coaching opportunities

• Productivity

Fiel

d Re

ps • More in-store productive time

• Compliance tracking

• Efficiency


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Do more with lessProductivity• Optimize team deployment• Streamline workflow from field to headquarters• Maximize efficiency in administration

Metrics on Field Management Visibility• Real time information enables faster response times• Hold Field teams accountable for store visits• Schedule visibility, know how they spent their time

Manage to the Real PrioritiesInsights• Beyond volume and revenue, spot areas with growth potential• Correlate sales productivity to stores’ operational activities• Timely competitive information for rapid response

EXECUTIVE MANAGEMENT


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FIELD MANAGEMENT

Know what drives resultsOperational Insight• Analyze effectiveness of team deployment and activities• Test different operational models to optimize efficiency and productivity• Empower team members to adjust activity to improve key sales metrics

More coaching opportunitiesVisibility• Spend time on team members who need it the most• Real-time view at macro and micro level• Timely information enables proactive management of in-store challenges

Data & analytics provide focusProductivity• Understand how your team is spending their time• Raise the bar for your entire team’s performance


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FIELD REPRESENTATIVES

More store visits to “work the plan”Store Time• Eliminate 7 hours/week/Rep of administrative and follow-up work• Forms automation frees up time to work with stores on growth plans• See correlations between sales and visit type, adjust and maximize results

More time training Store AssociatesTraining• Report store conditions with photo capture for better HQ visibility• GPS tracking of actual store visits against plans• More accurate data for reports with audit trail

Work more efficientlyProductivity• Expedite ordering of collateral or supplies• Streamline trouble reporting, routing for follow-up throughout the

organization


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PACKAGE COMPARISONSPackages → Power Insights Pro Insights Enterprise Insights

Initial Setup PeriodFirst 3 months will be at a higher rate/user, but will include heavy client service touch

First 6 months will be at a higher rate/user, but will include heavy client service touch

First 12 months will be at a higher rate/user, but will include heavy client service touch

Forms Includes 3 Forms FREE Includes 5 Forms FREE Custom designed to match organization structure and needs

Helpdesk Included Included Included

Optional Outsource Plan Negotiable (by complexity) Negotiable (by complexity) Custom

Integration Not included Negotiable (by complexity) Negotiable (by complexity)

Feature Inclusions

Geofence user to location Contacts Alerts Tasks Metrics Visit Counter Standard Reports Scheduled Reports

Power Insights features, plus: Custom Reports – create your

own (Report Builder) Picture capture Workflows Groups Out of Office Sales Goals and Actuals Custom Labels

Pro Insights features, plus: Sales Correlations White Glove support Regular business reviews for

success management

Additional Details

Includes 2-level organizational hierarchy in software: Manager & Field Rep levels

Software Fee pricing begins when the customer Administrator assumes full Admin control

Users include all user logins in field and office

Includes 4-level organizational hierarchy in software, Example: Executive, Director, Manager, Field Rep levels


Includes Professional Services support to map software account to organizational hierarchy



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QUESTIONS?

• For more information on how you can integrate Mobile Insight into your business, contact:

Heather [email protected]

+1-786-539-1598

mailto:[email protected]