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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
Integrations
Autymate
Cloud4Wi
Configure One Cloud
Data Sentinel
Datameer
Encompass CX
Formstack
GA Connector
LinkedIn Sales Navigator
Microsoft Azure
Integrations
Autymate
Cloud4Wi
Configure One Cloud
Data Sentinel
Datameer
Encompass CX
Formstack
GA Connector
LinkedIn Sales Navigator
Microsoft Azure
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