Average Ratings 11 Ratings
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Description
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
Description
FieldSalesPro enhances the effectiveness of sales meetings by equipping relationship managers with a comprehensive product view, an eligibility checker, digital application forms, and streamlined customer onboarding processes, which in turn boosts meeting efficiency and accelerates closure rates. Specifically designed for the financial services sector, FieldSalesPro fosters productive field meetings and superior customer interactions, increasing the likelihood of converting field sales opportunities by seven times. As a premier managed services provider for Salesforce, CRMIT Solutions specializes in digital transformation strategies aimed at achieving Customer360. The platform offers tailored visualizations of financial products, alongside detailed categorization of pricing and features. It also facilitates upselling and cross-selling of additional services, such as home loans and insurance, by providing extensive eligibility information based on meeting participants' inputs. With such tools, teams can enjoy more collaborative and fruitful field meetings, all while ensuring their schedules are synchronized through seamless CRM integration. This comprehensive approach not only streamlines workflows but also significantly enhances the overall sales process.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Stripe
Integrations
Salesforce
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Stripe
Pricing Details
$29 / month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Vendor Details
Company Name
CRMIT Solutions
Country
India
Website
www.crmit.com/products/fieldsalespro.html
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Product Features
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management