FieldSalesPro for Salesforce

A mobile app to get more field sales meetings with prospects and make your first impressions count.

Available for iOS devices.

FieldSalesPro organizes and improves the efficiency of key sales processes, including sales coaching, product cataloging, meeting effectiveness, quote management, and sales performance analysis.
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. The typical issue we find includes pursuing the wrong opportunities, missing access to the real decision makers and generic value propositions with no differentiation.

FieldSalesPro seamlessly integrates with Salesforce.com and leverages the wide range of functionalities, best practices and standard objects, including contacts, opportunity, products and customers.

Features:

• Works seamlessly in online and offline modes 

• Extends products and customers from Salesforce that can be marked favorite to access offline

• Products can be tagged to prospects for quick access during meetings 

• Schedule meetings with adequate insights for decision makers, real time product catalogs, media, documentation, collateral and price offers

• Conduct and capture meeting proceedings, attendee participation, interest level and action items effectively

• Intuitive, real time and near time analytic for effective planning, learning across team members

• Integrates with Salesforce Sales Cloud


How it works:

Sign into FieldSalesPro on your device using your Sales Cloud privileges and endpoint URL (If you are unable to login, contact your administrator to enable your FieldSalesPro or refer to the deployment guide available within the app)

Product Catalog - Access your product catalogs from anywhere, anytime. Include real time feature updates, offers, prices and tag them to your relevant prospects and opportunities

• View details about each product

• Favorite the products to make them available for an offline view

• Customers - Lookup for the prospect or customers 

• View details about each customer

• Favorite customers to make them available for an offline view

• Tag appropriate products to prospects & customers

• View Open tasks, opportunities, modify them as appropriate


Meeting Effectiveness - Schedule your meeting for a sales opportunity, include your attendees, choose an agenda or simply add it to your meeting description. All tagged products and product catalogs that you’re prepared for this opportunity, get automatically attached to this meeting.

• Create meetings with the contacts of the account

• Send meeting invites

• View meetings planned

• Start meeting

• Present products

• Capture notes, new opportunities, request for sample, request for a ​quote etc.

• Capture participants (planned, unplanned)

• End meeting: Send MOM

Synchronize Products/ Customers/ Meetings (as appropriate) with Salesforce

Analyze your performance using built-in analytics and sell better!
Meet More, Sell More, Close More