7X likely to win your FinServ Opportunities


Salesforce CRM

your Field Sales


Customer Experience
FieldSalesPro ensures effective sales meetings by enabling relationship managers with product 360 view, eligibility checker, apply forms digitally and customer on-boarding, It improves opportunities efficiency during the meeting for faster closure.
FieldSalesPro for Financial Services ensures productive field meetings, superior customer engagements and 7X likely to convert field sales opportunities
Customer Onboarding Meeting
Explicit product detailing
Check instant eligibility
Reports & Dashboard
Smarter and faster client decisions
Shorter customer on-boarding cycles
Mobilize advisor productivity
Measure Customer Face-time
Offer better Client engagement
Flexible for any Financial Industry products
Built on the Salesforce platform, FieldSalePro gives you a complete customer-centric view of your business.
From an idea to an unforgettable and measurable customer experience
Successful Customers
Engagements
App Exchange
CSAT
Salesforce
Certifications
Years Of
Customer Success
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1, true, true, false, false, buildWelcomeCard, No Thanks, Yes
2, true, false, What is asvp?, false, Empowers organizations to swiftly adapt to market shifts and changes in information^Use your applications with confidence^Streamline processes& reduce decision-making bottlenecks^Respond rapidly to new information or market shifts^, Back, Next
3, true, false, asvp Unique Value Proposition, false, Agility and Adaptability^Continuous Improvement^Strategic Platform Alignment^Maximizing ROI^Data Security Priority^Comprehensive/Dynamic^, Back, Next
4, true, true, false, false, buildImageCard, Back, Next
5, true, false, asvp Complements Salesforce Success Plans, false, Maximize Salesforce potential and achieve better results^Get full value of the platform’s extendibility^Fast implementation with higher ROI from Salesforce^Get customizable app functionality^Accelerate your time-to-value^, Back, Next
6, true, true, false, false, buildMeetingCard, Back, Schedule Meeting
7, true, true, false, false, buildThankyouCard, Not Now , Don't mind sharing
8, true, true, false, false, buildMcqCard, false, false
order, isActive, country, managerimg, managername, managerdetails, manageremail
1, true, US, https://www.wp.crmit.com/wp-content/uploads/2023/11/naveen-vemulapati-1.png, Naveen Vemulapati, Senior Vice President – US Operations & Global Analytics, suman.priya+usa@crmit.com
2, true, AU, https://www.wp.crmit.com/wp-content/uploads/2023/11/Mask-Group-2.png, Damien Scales, Asia Pacific Managing Director, suman.priya+aus@crmit.com
3, true, IN, https://www.wp.crmit.com/wp-content/uploads/2023/11/mickeybedi.jpg, Mickey Bedi, Vice President & Geo Leader of India - Sales, suman.priya+ind@crmit.com