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What is FieldSalesPro?

FieldSalesPro significantly improves the effectiveness of sales meetings by providing relationship managers with a holistic view of products, an eligibility checker, digital application forms, and efficient customer onboarding procedures, which enhances meeting productivity and shortens closure timelines. Tailored specifically for the financial services industry, FieldSalesPro promotes more effective field meetings and better customer interactions, resulting in a sevenfold increase in the chances of converting sales opportunities. As a leading managed services provider for Salesforce, CRMIT Solutions focuses on digital transformation initiatives that aim to achieve a comprehensive view of the customer, known as Customer360. The platform delivers customized visual representations of financial products, along with well-organized details about pricing and features. Additionally, it supports the upselling and cross-selling of supplementary services such as home loans and insurance by supplying extensive eligibility data derived from inputs provided by meeting participants. By using these advanced tools, teams can engage in more collaborative and productive field meetings, while also maintaining synchronized schedules through easy CRM integration. This holistic strategy not only optimizes workflows but also dramatically improves the entire sales process, fostering a more responsive and agile sales environment. By leveraging such innovative solutions, organizations can ultimately transform their approach to field sales, leading to better outcomes and enhanced customer satisfaction.

What is Data Dwell Sales Enablement?

Uncover impactful sales resources and enhance prospect interactions with Sales Enablement, a robust solution provided by Data Dwell. This platform features an array of tools such as content alignment, secure storage options, sharing functions, and the ability to track engagements with prospects. Through Sales Enablement, users can identify hidden decision-makers and obtain direct support within Salesforce. Moreover, it offers real-time dashboards that grant users quick access to insights on top-performing content, thereby refining their overall sales tactics. By utilizing these capabilities, sales teams can fine-tune their strategies and achieve even greater success in their pursuits, ultimately leading to improved revenue growth and stronger client relationships. The integration of such tools signifies a transformative step towards a more data-driven sales approach.

Media

Media

Integrations Supported

Salesforce
Hootsuite
Microsoft 365
Microsoft SharePoint

Integrations Supported

Salesforce
Hootsuite
Microsoft 365
Microsoft SharePoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CRMIT Solutions

Company Location

India

Company Website

www.crmit.com/products/fieldsalespro.html

Company Facts

Organization Name

Data Dwell

Date Founded

2012

Company Location

United Kingdom

Company Website

www.datadwell.com

Categories and 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

Categories and 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

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