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Average Ratings 0 Ratings

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ease
features
design
support

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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

Envision a contemporary sales organization that thrives on collaboration and productivity, even in mobile environments. Decisions are made based on valuable insights, and sales pipelines are consistently full. With user-friendly tools that can easily adjust to changing needs, your approach to selling must evolve to keep pace with your customers' expectations. To boost sales and enhance operational efficiency, the modern sales landscape requires a focus on mobile productivity, teamwork in selling, and proactive pipeline development. Now, picture achieving all these goals seamlessly with Oracle Sales Cloud. By unifying all your business application data with your CRM systems, you can effectively align with your customers and uphold your brand's commitments. Oracle’s comprehensive cloud platform delivers an all-encompassing view of every customer interaction, regardless of when or how those interactions occur, spanning across marketing, commerce, sales, service, finance, supply chain, and HR. Discover the latest innovations and essential features in Oracle Advertising and Customer Experience (CX), and transform the way you engage with your clients. This integration empowers your organization to navigate the complexities of sales more effectively than ever before.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autymate
Cloud4Wi
Configure One Cloud
Data Sentinel
Datameer
Encompass CX
Formstack
GA Connector
LinkedIn Sales Navigator
Microsoft Azure
Oracle Digital Assistant
Oracle In-Memory Cost Management
Oracle Service
Peaka
StarfishETL
Syncari
Syniverse CPaaS Concierge
Topbox
appRules Portal

Integrations

Autymate
Cloud4Wi
Configure One Cloud
Data Sentinel
Datameer
Encompass CX
Formstack
GA Connector
LinkedIn Sales Navigator
Microsoft Azure
Oracle Digital Assistant
Oracle In-Memory Cost Management
Oracle Service
Peaka
StarfishETL
Syncari
Syniverse CPaaS Concierge
Topbox
appRules Portal

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Oracle

Founded

1977

Country

United States

Website

cloud.oracle.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

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