Name: FieldSalesPro
Price: 29 USD
Rating: 8.2 (3 reviews)
Author: CRMIT Solutions

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Online Learning

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

CTRM

Finance and Accounting

Applicant Tracking

Compensation Management

Contractor Management

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Browser

C/C++ Integrated Development Environments

Change and Configuration Management

Cloud Storage

Data Center Infrastructure Management

Data Observability

Data Pipeline

Enterprise Architecture Management

Enterprise Backup

Extended Detection and Response (XDR)

Fraud Detection

High Availability Cluster

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Network Performance Monitoring

Password Management System

Remote Monitoring and Management

Security Awareness Training

Software Defined Storage (SDS)

Static Code Analysis

Storage Area Network

Voice Recognition

Vulnerability Management

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Digital Experience Platforms (DXP)

Email Marketing

Graphics

Heatmap and Session Recording

Marketing Automation

Marketing OS

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Field Service Management

Professional Services Automation

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales Intelligence

eCommerce

Sales

Insider Risk Management

Secure Service Edge (SSE)

Security

Church Management

Forestry

Telemedicine

Vertical-Specific

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QuoteWerks

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Proposal Management and Production System (PMAPS)

Proposal Software

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Sage

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Standard

Silver

Gold

Free

Bronze

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Conga CPQ

FieldSalesPro

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

CRMIT is a consulting firm offering CRM implementations. They also offer sales technology of their own.

CRMIT Solutions

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Proposal branding

Allows users to create branding rules and/or scan proposals for brand compliance.

Proposal templates

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Proposal content library updates

Users can update saved proposal language and standard proposal content.

Guided proposal creation

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Searchable proposal database

Proposals are organized in a central repository; users can easily locate proposals within the database.

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

User permissions/proposal editing controls

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Sales proposal workflow

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Proposal automation user interface

User interface for setting up proposal automation is user friendly and easy to navigate.

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

Proposal distribution

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Interactive proposals

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Proposal content tracking

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

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FieldSalesPro

Overview

What is FieldSalesPro?