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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
Enhance your team's efficiency on every journey and at any location with features designed for intricate routing, territory optimization, and real-time field updates. By utilizing route optimization and automatic logging of activity data, you can save valuable hours in planning, administration, and driving time. This allows you to concentrate on high-priority nearby leads and service appointments within each field opportunity. You can effectively prioritize and scale daily customer visits by leveraging essential business data, including lead value and account type. For those requiring advanced capabilities, upgrading to Salesforce Maps Advanced provides additional features for complex geo-visualization, enhanced route optimization, and robust analytics. Effortlessly integrate vital account and user information with the territory planning and assignment process for streamlined coordination. By eliminating tedious manual planning tasks, you can efficiently explore multiple scenarios with ease and agility. Additionally, territories can be balanced automatically based on the most relevant attributes, allowing you to strategically plan daily routes according to accessibility for your teams, thereby maximizing productivity and efficiency in the field. Furthermore, this holistic approach ensures that your workforce is always equipped to tackle challenges as they arise, fostering a more responsive and adaptable operational environment.
API Access
Has API
API Access
Has API
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
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/products/sales-cloud/tools/empower-field-workforce/
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
Fleet Management
Dispatch Management
Employee Management
Fuel Management
GPS Tracking
Incident Reporting
Inspection Management
Inventory Management
Maintenance Management
Mileage Tracking
Motor Pool
Routing
Tire Management
VIN Lookup
Work Order Management
Location Intelligence
Behavioral Analytics
Data Visualization
Demographic Data
Geocoding
Geofencing
Location Tracking
Predictive Analytics
Trade Area Analysis
Route Planning
Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management
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
