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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.
Description
Our innovative platform enables you to carry your products wherever you go, whether it’s on your iPad, iPhone, or iTouch. You can easily access all of your products, customer information, order histories, manage inventories, and sell or share your products from virtually any location. Sales representatives can utilize RepZio on any device that has internet connectivity thanks to our groundbreaking web application. This web app enhances functionality beyond what the device itself can offer, allowing you to run your business seamlessly. With RepZio, you have the flexibility to manage operations anytime and anywhere across various devices! The iOS app from RepZio is functional both online and offline. Sales reps can monitor real-time product inventory levels, perform inventories while on the go, and create and share presentations without delay. Our in-app reporting features allow you to identify your most valuable and engaged customers, as well as your top-selling products based on geographic data, offering even more insights. We are committed to excellence in customer service, as we understand that the most successful companies prioritize exceptional support. Our advanced customer service is always available to assist you when needed! Plus, with RepZio, you can streamline your business processes and improve efficiency, making it an essential tool for any sales team.
API Access
Has API
API Access
Has API
Integrations
Salesforce
NetSuite
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SYSPRO ERP
Xero
Integrations
Salesforce
NetSuite
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SYSPRO ERP
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25 per user per month
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
CRMIT Solutions
Country
India
Website
www.crmit.com/products/fieldsalespro.html
Vendor Details
Company Name
RepZio
Founded
2010
Country
United States
Website
www.RepZio.com
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
Product Features
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