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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

FieldStrike sales offers an all-in-one solution equipped with every tool a field representative could require. Representatives can place both direct and transfer orders while also conducting store audits by capturing photos and responding to inquiries. Our extensive reporting suite enables effortless data analysis and presentation. With in-store ordering capabilities, reps can directly order products on behalf of the buyer, streamlining the process as these orders are managed and sent directly to the supplier. Additionally, enhanced routing and journey planning help maximize the time reps spend on calls. Orders and invoices can be emailed directly to buyers, minimizing paper usage and promoting efficiency within your organization. This comprehensive approach not only improves productivity but also enhances the overall buying experience for clients.

Description

Streamline your operations team by cutting down hours of tedious work and transforming transfer times from weeks to mere days. Enhanced data validation through AI leads to a reduction in rejects, enabling quicker transfers. Keep anxious customers calm by providing them with real-time tracking capabilities for their transactions. Our comprehensive and well-structured APIs facilitate automation and seamless processing without delays. The intuitive design of our interfaces, featuring pre-filled fields, simplifies the process for your operations team when dealing with exceptions. Additionally, our integrated compliance reports and reconciliation tools not only save valuable time but also ensure adherence to FINRA regulations. ACATS can present various complexities, including 17 statuses, 33 failure reasons, and hundreds of data codes, but we expertly manage and map all of them. Achieve smooth integration with your current core systems such as FIS/Phase3, BETA, or InteliClear. With GoldenBasis, onboarding new clients becomes effortless as they can simply upload their brokerage account statements. Our AI technology meticulously extracts and verifies the required fields, significantly minimizing errors and enhancing the overall efficiency of the process. This innovative approach not only boosts operational efficiency but also improves customer satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$40.00/month/user
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

GMP Software

Founded

2010

Country

United Kingdom

Website

fieldstrike.com

Vendor Details

Company Name

GoldenBasis

Country

United States

Website

www.goldenbasis.com

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

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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