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

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

Field Sales App for Financial Advisors

Block

Field Sales Application for Financial Services

7X likely to win your FinServ Opportunities

TALK TO US

Seamless integration to
Salesforce CRM

Motivate, Mobilize & Modernize
your Field Sales

Improved collaboration b/w Field Sales Representative and Relationship Manager

Remarkable
Customer Experience

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.

Salient features of FieldSalesPro

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

Product Catalog

Mobile product catalogs
Attractive presentation of current financial offerings

Product Description

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

Eligibility Details

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

Customer Onboarding Meeting

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

Report Dashboard

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

We're native to Salesforce

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

Customer Success Stories

From an idea to an unforgettable and measurable customer experience

Expertise
matched with
customer success

1500+

Successful Customers

Engagements

4.9/5

AppExchange

CSAT

600+

Salesforce

Certifications

21+

Years Of

Customer Success

Want to know more? Get in touch.

We’d love to show you around the product.

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2, true, false, Enabling Agile Decision Making, false, ASVP is a comprehensive success plan& to streamline your business processes& minimize decision-making bottlenecks& and respond rapidly to new updates and changes.^, Back, Continue

3, false, false, asvp Unique Value Proposition, false, Agility and Adaptability^Continuous Improvement^Strategic Platform Alignment^Maximizing ROI^Data Security Priority^Comprehensive/Dynamic^, Back, Next

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5, false, false, asvp Complements Salesforce Success Plans, false, Maximize Salesforce potential and achieve better results^Get full value of the platform’s extendibility^Fast implementation with higher ROI from Salesforce^Get customizable app functionality^Accelerate your time-to-value^, Back, Next

1, true, US, https://www.crmit.com/wp-content/uploads/2022/08/naveen-vemulapati-1.png, Naveen Vemulapati, Senior Vice President – US Operations & Global Analytics, naveen.vemulapati@crmit.com

2, true, AU, https://www.crmit.com/wp-content/uploads/2023/12/manoj-tazath.jpg, Manoj Tazhath, Regional Vice President - APAC, manoj.tazhath@crmit.com

3, true, IN, https://www.crmit.com/wp-content/uploads/2022/08/mickey-bedi.jpg, Mickey Bedi, Vice President & Geo Leader of India, mickey.bedi@crmit.com