FieldSalesPro Description
Both commercial and retail insurers have access to rich customer profiles across all product lines and business lines. Employees can use their smart insights to identify new opportunities, convert more leads, or create customers for life. 360++ provides a single, rich view of financial customers, accounts and business units. It addresses the last mile challenges and facilitates seamless transitions between field sales representatives and siloed and peripheral departments within the organization. 360 Search and display all financial products across all product groups in the catalog. This includes the ability access collaterals from anywhere, anytime.
Integrations
Company Details
Company:
CRMIT Solutions
Headquarters:
India
Website:
www.crmit.com/products/fieldsalespro.html
Media
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Product Details
Platforms
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
Customer Support
Online
FieldSalesPro Features and Options
Sales Enablement Software
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management