FieldSalesPro

Description

Field Sales Application for Financial Services
7X likely to win your FinServ Opportunities

FieldSalesPro App Member Login
Engage your financial services customers,
Exceed their expectations
Finance Management
The future of financial services sales is here
Clients today expect personalised outreach, proactive insights, and goal-based planning — delivered the moment they want it. Learn how to supercharge advisor productivity and create client relationships that last generations.

Insurance
Be an insurer that customers love
Retail and commercial insurer can access rich customer profiles across all products and business lines. With smart insights, employees can identify new opportunities to engage prospects, convert more leads, and create customers for life.

Field Sales 360++
Our customer 360++ ensures a single and enriched view of information about financial customers, accounts or business units; addresses the last mile challenges to achieve a seamless transition between the field sales representative and other siloed or peripheral departments across the organization.

Are you a financial advisor?
Put your client at the heart of the most efficient advise business you can imagine
Are you a super fund?
Engage fund members, enhance employer relationships and streamline processing
Are you an insurer?
Drive better sales and manage policies & benefits across all channels
salesforce appexchange
We’re native to Salesforce
Built on the Salesforce platform, FieldSalePro gives you a complete customer-centric view of your business.

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Salient features of our field sales application
Product Catalog:
360oSearch and display financial product offered across all product groups from the catalog. This includes the ability to access collaterals from anywhere and anytime.

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Mobile product catalogs
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Attractive presentation of current financial offerings
Product Catalog
Product Description
Product Description:
Explicit detailing on the features and offerings of the financial product.

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Customized financial offerings visualization
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Product categorization, prices & features
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Upsell and cross-sell other related services such as home loans, insurance and other services
Eligibility Details:
A detailed list of eligibility criteria to be met for purchasing a particular financial product.

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Check the eligibility for a product
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A vast eligibility details by taking inputs from the participants of the meeting
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Validations on eligibility criteria such as Age, Work Profession, Work Experience, Monthly Income and Current EMI etc
eligibility
meeting summary
Customer Onboarding Meeting:
Get a summary of the meeting proceedings which highlights the financial product presented. Boost advisor productivity & improve customer service.

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Schedule online & on-field meetings from anywhere at anytime
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Capturing rich contextual information in the process with ease
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Synchronize your meetings with CRM integration
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Enjoy more productive and collaborative on-field meetings, together
Report Dashboard:
Track sales representative performance on the meetings based on KPIs.

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Visualize and mobilize your customer meeting effectiveness
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Analyze pipeline opportunities to determine actions required to meet revenue goals
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Performance sales representatives during the meeting
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Measure productivity
dashboard
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