Field Sales Application for Financial Services

7X likely to win your FinServ Opportunities

Engage your financial services customers,
Exceed their expectations

Finance Management

The future of financial services sales is here

Clients today expect personalised outreach, proactive insights, and goal-based planning — delivered the moment they want it. Learn how to supercharge advisor productivity and create client relationships that last generations.


Be an insurer that customers love

Retail and commercial insurer can access rich customer profiles across all products and business lines. With smart insights, employees can identify new opportunities to engage prospects, convert more leads, and create customers for life.

Our customer 360++ ensures a single and enriched view of information about financial customers, accounts or business units; addresses the last mile challenges to achieve a seamless transition between the field sales representative and other siloed or peripheral departments across the organization.

Are you a financial advisor?
Are you a super fund?
Are you an insurer?

We're native to Salesforce

Built on the Salesforce platform, FieldSalePro gives you a complete customer-centric view of your business.

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Salient features of our field sales application

Product Catalog:

360oSearch and display financial product offered across all product groups from the catalog. This includes the ability to access collaterals from anywhere and anytime.

  • arrow Mobile product catalogs
  • arrow Attractive presentation of current financial offerings
Product Catalog
Product Description

Product Description:

Explicit detailing on the features and offerings of the financial product.

  • arrow Customized financial offerings visualization
  • arrow Product categorization, prices & features
  • arrow Upsell and cross-sell other related services such as home loans, insurance and other services

Eligibility Details:

A detailed list of eligibility criteria to be met for purchasing a particular financial product.

  • arrow Check the eligibility for a product
  • arrow A vast eligibility details by taking inputs from the participants of the meeting
  • arrow Validations on eligibility criteria such as Age, Work Profession, Work Experience, Monthly Income and Current EMI etc
meeting summary

Customer Onboarding Meeting:

Get a summary of the meeting proceedings which highlights the financial product presented. Boost advisor productivity & improve customer service.

  • arrow Schedule online & on-field meetings from anywhere at anytime
  • arrow Capturing rich contextual information in the process with ease
  • arrow Synchronize your meetings with CRM integration
  • arrow Enjoy more productive and collaborative on-field meetings, together

Report Dashboard:

Track sales representative performance on the meetings based on KPIs.

  • arrow Visualize and mobilize your customer meeting effectiveness
  • arrow Analyze pipeline opportunities to determine actions required to meet revenue goals
  • arrow Performance sales representatives during the meeting
  • arrow Measure productivity