Field Sales Acceleration for Relationship Manager

FieldSalesPro ensures effective sales meetings by enabling relationship managers with product 360 view, eligibility checker, apply forms digitally and customer on-boarding, It improves opportunities efficiency during the meeting for faster closure.

FieldSales infographic

Salient features of FieldSalesPro

FieldSalesPro for Financial Services ensures productive field meetings, superior customer engagements and 7X likely to convert field sales opportunities

  • Mobile product catalogs
  • Attractive presentation of current financial offerings
  • Customized financial offerings visualization arrow
  • Product categorization, prices & features arrow
  • Upsell and cross-sell other related services such as home loans, insurance and other services
  • Check the eligibility for a product
  • A vast eligibility details by taking inputs from the participants of the meeting
  • Validations on eligibility criteria such as Age, Work Profession, Work Experience, Monthly Income and Current EMI etc
  • Schedule online & on-field meetings from anywhere at anytime
  • Capturing rich contextual information in the process with ease
  • Synchronize your meetings with CRM integration
  • Enjoy more productive and collaborative on-field meetings, together
  • Visualize and mobilize your customer meeting effectiveness
  • Analyze pipeline opportunities to determine actions required to meet revenue goals
  • Performance sales representatives during the meeting
  • Measure productivity
What It Does?

Customer Onboarding Meeting

Explicit product detailing

Check instant eligibility

Reports & Dashboard

Why Should I Buy It?

Smarter and faster client decisions

Shorter customer on-boarding cycles

Mobilize advisor productivity

Measure Customer Face-time

How Is It Different?

Offer better Client engagement

Flexible for any Financial Industry products

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We're native to Salesforce

Built on the Salesforce platform, FieldSalePro gives you a complete customer-centric view of your business.

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Customer Success Stories

From an idea to an unforgettable and measurable customer experience

View All

Europe’s leading manufacturer boosts
its field sales productivity with Mobile Experience

Carpet

America’s leading carpet manufacturer improves field Sales with Mobile
Experience

Biotechnology

UK’s leading Biotechnology Company
improves field sales productivity with FieldSalesPro

Expertise
matched with
customer success

1500+

Successful Customers

Engagements

4.9/5

AppExchange

CSAT

600+

Salesforce

Certifications

20+

Years Of 

Customer Success

Customer Satisfication

Managed Services
Consulting Partner (Global)
in
Customer Satisfaction

Experties

Managed Services
Consulting Partner (Global)
in
Expertise

Number of Projects

Managed Services
Consulting Partner (Global)
in
Number of Projects

Credentialed People

Managed Services
Consulting Partner (Global)
in
Credentialed People

* Partners with Salesforce Practice Size 200 and above. Ranking are as of November 2023. Please refer to find partners.salesforce.com for current rankings

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