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FieldSalesPro | 7x likely to win your FINSERV Opportunities

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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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Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 1 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
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 2 #FieldSalesPro 7x likely to win your FINSERV Opportunities
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. FieldSalesPro at Glance
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights 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
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 5 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
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 6 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
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 7 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
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 8 Schedule online & on-field meetings from anywhere at anytime Tag relevant product catalogs, documents & pr¨¦sentations Synchronize your meetings with CRM integration Capture & minute meeting attendees & details Meeting Effectiveness
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 9 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.
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved.
Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 11 www.fieldsalespro.com

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FieldSalesPro | 7x likely to win your FINSERV Opportunities

  • 1. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 1 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
  • 2. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 2 #FieldSalesPro 7x likely to win your FINSERV Opportunities
  • 3. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. FieldSalesPro at Glance
  • 4. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights 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
  • 5. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 5 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
  • 6. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 6 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
  • 7. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 7 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
  • 8. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 8 Schedule online & on-field meetings from anywhere at anytime Tag relevant product catalogs, documents & pr¨¦sentations Synchronize your meetings with CRM integration Capture & minute meeting attendees & details Meeting Effectiveness
  • 9. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 9 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.
  • 11. Copyright ? 2015 FieldSalesPro and/or its affiliates. All rights reserved. 11 www.fieldsalespro.com