FieldSalesPro Set To Accelerate Sales Conversions For Financial Services

FieldSalesPro announces a new version for financial services companies, to be made available on Salesforce AppExchange. The new version is Salesforce Lightning Experience enabled and expected to accelerate field sales for finserv customers.

San Francisco, Sep 25, 2018 - Dreamforce 2018 today witnessed the announcement of a brand new FieldSalesPro, a Salesforce native application that is expected to accelerate sales for Financial Service companies. With this new version sales, professionals are 7x more likely to convert sales opportunities for finserv customers.

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The new application was today listed on Salesforce AppExchange , which is noticeably the world's leading Enterprise Apps Marketplace. FieldSalesPro now helps financial advisors to be appropriately prepared for field meetings by extending a 360-degree view of customers and product catalogs. During meetings, advisors can have access to the real-time customer and product insights along with pricing, and discounts and also check eligibility for simple to complex financial products. The application enables and accelerates sales process and practices to boost with the participants of the meeting by presenting relevant products and creating opportunities.

Customers including credit unions, mortgage bankers and owners, accident and health insurers, asset managers and wealth advisors attending Dreamforce 2018 were reportedly excited about this native application for Salesforce. The Lightning Experience features of Salesforce extends the usability and clearly enriches customer experience and hence increase customer engagement.

Lightning Experience is the newly redesigned interface in Salesforce that results in an intuitive, intelligent interface that helps sales and service teams work more naturally and productively.

“Financial Institutions, just like all others, are ever increasingly looking at reducing their Customer acquisition times and costs. 'FSP for FS'-1.0 should be a first step in that direction, for Financial Service providers on the SF platform." explained Saurabh Gupta, Chief Product Architect, FieldSalesPro."FSP would provide their Field Sales Teams with a customer-centric console to run client meetings effectively and would give them the right tools needed to facilitate faster decision making and fast track through the product eligibility and application submission cycles. It would not only help Financial Institutions in achieving the above-said goals, but also help improve Customer Experience and hence acquisition and retention rates." added Saurabh

About FieldSalesPro™

FieldSalesPro for Financial Service organizes and improves the efficiency of key sales processes including product cataloging, product tagging, meeting effectiveness and sales performance analysis. A series of webinars is planned to showcase the prowess of FieldSalesPro and a detailed scheduled is expected to be notified shortly on

FieldSalesPro is a registered trademark of CRMIT Solutions

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