FieldSalesPro enables field mobility and sales acceleration of financial products. With seamless integration to Salesforce CRM, FieldSalesPro organizes and improves opportunities efficiency during the meeting for faster sales closure. FieldSalesPro for Financial Services app enables field mobility and sales acceleration of Financial Services products. The app helps the field representatives to be well prepared for the meetings with customers by having a 360-degree view of Customer details. During the meetings, the representatives can have access to the product catalog and also check eligibility for the financial product. Managing strategic accounts or business units - grows your revenue with existing customers and leading the sales process enables your field sales managers to guide their team through the chain. A typical issue we find includes pursuing the wrong opportunities, missing access to the real decision makers and generic value propositions with no differentiation.

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I have a best sales team doing good job.. However they complain they tried working with multiple sales tools?
Can I help them?
www.fieldsalespro.com

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#FieldSalesPro
7x
likely to win your
FINSERV
Opportunities

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reserved.
FieldSalesPro at Glance

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reserved.
Accomodate multiple users as Sales Reps accross
territories, add multiple Financial products lines
Scalable
Structured, unified and guided navigation ensures sales
process consistency organization-wide
Field Sales Consistency
Mobile compatible and device agnostic, available in both
online and offline modes
Mobile Ready
Tailor made for Financial Services Industry
Customized
Single source for all of your financial sales enablement
needs
Comprehensive
Salesforce lightning ready with modern UI/ UX
capabilities
Easy to use interface
Key Differentiators

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What It Does?
- Explicit product detailing
- Tag eligibility criteria with product and product
category
- Check instant eligibility based on data validations
for specific Financial Product
- Scan and upload the relevant document for faster
processing
- Facilitate the access of product kit to customer
through email
- Reports & Dashboards
Why Should I Buy It?
- 7x likely to Qualify Opportunity
- Capture useful information during the meeting
- Selling Efforts v/s Product Focus
How Is It Different?
- Flexible for any Financial Industry products
- Engage effectively with Customers

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Explicit Product Detailing
• Mobile product catalogs
Attractive presentation of a current financial
offerings
• Product categorization, prices & features
• Customers and contacts related to products
Meeting Effectiveness
• Schedule online & on-field meetings from anywhere &
anytime
• Tag relevant product catalogs, documents &
presentations
• Synchronize your meetings with CRM integration
• Capture & minute meeting attendees & details
• Enjoy more productive and collaborative meetings
Reports and Dashboard
• Track and measure Sales performance
• Visibility on opportunity and lead conversions
• Identify the area of sales process effectiveness

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Product Details
Customized financial
offerings visualization -
Both online & offline
Explicit product detailing
based on customer
requirement
Product categorization,
prices & features
Upsell and cross sell
other related services
such as home loans,
insurance and other
services

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Schedule online & on-field
meetings from anywhere at
anytime
Tag relevant product catalogs,
documents & présentations
Synchronize your meetings
with CRM integration
Capture & minute meeting
attendees & details
Meeting Effectiveness

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reserved.
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Analyze pipeline opportunities
to determine actions required
to meet revenue goals
Identify areas of sales process
effectiveness
Report & Dashboard
Performance sales
representatives during the
meeting
View sales team call/visit counts
on daily, weekly basis to
measure productivity.

10. Copyright © 2015 FieldSalesPro and/or its affiliates. All rights
reserved.

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reserved.
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www.fieldsalespro.com