FieldSalesPro 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.

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Company Details

Company:
CRMIT Solutions
Headquarters:
India
Website:
www.crmit.com/products/fieldsalespro.html

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Product Details

Platforms
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Online Support

FieldSalesPro Features and Options

Sales Enablement Software

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Acceleration Software

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

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