About FieldSalesPro
A sales enablement platform for financial service professionals. It provides a 360-degree product view, instant eligibility checks, and digital application forms to enhance sales meetings and shorten customer onboarding cycles.
FieldSalesPro is a sales enablement tool designed for financial services professionals to streamline sales meetings and improve efficiency. The platform offers a comprehensive view of products, allows for immediate eligibility verification, and provides digital application forms. These features aim to accelerate decision-making and reduce customer onboarding times. It integrates with CRM systems to help relationship managers improve customer engagement and increase conversion rates. The software is presented as a mobile-first experience for field sales advisors, focusing on enhancing client interactions and providing greater visibility into customer data.
Pros & Cons
- Designed specifically for the needs of financial service professionals.
- Focuses on shortening sales and onboarding cycles through digitalization.
- Provides a mobile-first application for field sales teams.
- Integrates with CRM systems for better data management.
- Pricing requires a customized quotation.
- Implementation may require significant configuration for complex organizations.
- Salesforce ecosystem knowledge may be required for administration.
- More enterprise-oriented than a simple plug-and-play sales app.
Features
Key features
Provides a comprehensive overview of financial products during sales meetings.
Allows for real-time verification of customer eligibility for products.
Enables the use of digital forms to speed up the application process.
Seamlessly connects with CRM systems for unified customer data visibility.
Offers a mobile application designed for field sales advisors to use on the go.
Aims to shorten customer onboarding cycles through efficient digital processes.
Additional features
Tools designed to improve interactions between advisors and clients.
Capabilities to measure the time spent in direct engagement with customers.
Adaptable for various financial products and services.
Provides simple templates for loading data into the system.
Delivers a consistent digital experience across different cloud environments.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About FieldSalesPro
A sales enablement platform for financial service professionals. It provides a 360-degree product view, instant eligibility checks, and digital application forms to enhance sales meetings and shorten customer onboarding cycles.
FieldSalesPro Details
FieldSalesPro's In-App Market Place
Does FieldSalesPro have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD
Pros & Cons
- Designed specifically for the needs of financial service professionals.
- Focuses on shortening sales and onboarding cycles through digitalization.
- Provides a mobile-first application for field sales teams.
- Integrates with CRM systems for better data management.
- Pricing requires a customized quotation.
- Implementation may require significant configuration for complex organizations.
- Salesforce ecosystem knowledge may be required for administration.
- More enterprise-oriented than a simple plug-and-play sales app.
FieldSalesPro's Support Options
Email Address
ask@crmit.comContact
+91 99018 57168Documentation
https://www.crmit.com/whitepaper.htmlChatbot
AvailableLive Chat
AvailableFieldSalesPro's Alternatives
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