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Field Sales App for Financial Advisors

By CRMIT Solutions
Field Sales App for Financial Advisors
Empower your Financial Services Agents to Build Deeper Customer Relationships
Search Product groups and Products
Detailed view of the Product features
Detailed view on Eligibility and link to Eligibility Checker
Check Eligibility for a Financial Product
Single Opportunity creation
Meeting Summary details
Meeting Performance Dashboard
Few Tips Every Field Sales Professional Must Note
Address the Real Challenges in Field Sales and Meeting Expectations

Free

Rating

(4)

Listed On

3/4/2016

Latest Release

9/18/2017

CATEGORIES

Productivity
7X likely to win your Financial Services Opportunities

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.

Free