Field Sales Acceleration for Relationship Manager - CRMIT Solutions - AppExchange
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Field Sales Acceleration for Relationship Manager

By CRMIT Solutions
Field Sales Acceleration for Relationship Manager
Empower your Relationship Manager to build deeper customer Relationships
Search Product catalog & sub products
Product 360 View
Detailed View on Eligibility and link to Eligibility Checker
New Application Form Creation
Preview of Application Form
Application ID & Opportunity Creation
Meeting Summary details
Customer On-boarding Plans
Meeting Performance Reports & Dashboards
We're still gathering your accounts. This process takes a few moments.

Free

Rating

(4)

Latest Release

10/1/2021

CATEGORIES

Productivity
7X Likely To Win Your Financial Services Opportunities

FieldSalesPro ensures effective sales meeting 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.

Free