BFSI Field Sales CRM for Direct & Indirect Channels​
With completely mobile workflows developed to boost awareness and readiness in distributed field teams in addition to prospect data and pipeline management, FieldMI, as an agent app, aids in optimising lead conversions.
Trusted over 100+ companies.
Goal-Driven Field Sales Application for an Impactful Sales Transformation in BFSI Industry
Zero leakages through Intelligent Lead Flow
- Auto assignment of leads to dramatically increase response time and conversion.
- DIY APIs to integrate with any lead aggregation system
- Smart customer interactions to detect prospect location
Higher Sales Rep Productivity Through GPS Awareness and Team Rigour
- GPS tagging of field activities with map views
- Cues about nearby prospects on agent app
- Notifications to field reps and managers on idle leads
- Scorecard with gamification to inspire performance
Better conversion through lead profile enrichment from external databases
- Profile enrichment with host of external databases
- FieldMi CRM for banking and financial services offers Credit Score API integration for lead scoring
Fastest and Fraud proof KYC documentation
- ID and Address proof documents scan and upload
- AI-powered tamper proofing for ID cards
- OCR & Auto validation of ID number and ID picture matching with live picture
Liability protection with Customer data security & compliance
- Encrypted transfer and storage of customer information and document
- Masked display of identity cards and numbers are essential for CRM in banking
- Cloud telephony with masked contact information
Why FIELDMI?
Each industry has specific needs which can not be met by generic field sales capabilities. We have designed industry specific workflows that you can pick, configure and adapt within a few days and start reaping full benefits from FIELDMI.
Highly Modular
You don’t have to buy the whole platform. Customers can choose one or more components to rollout and see the results first.
Scalable Design
Scalable, zero-code platform that allows for a high degree of configuration without requiring time & capital investments.
Secure
Rest easy with Enterprise-Grade security and compliance standards. Your data is yours to command.
Works Offline
Designed for poor and no connectivity areas. Sales teams can keep working as usual in no network areas, data syncs up when they come online.
Customer Success and Support
Dedicated customer success & support that handholds you to achieve your business goals consistently.
200+ Integrations
Use FieldMi Matrix to create custom automations or exchange data with SAP, Oracle, SFDC, PowerBI, HRMS or any other system.
Customer Testimonials
We seek success in making our customers successful. Companies utilizing FIELDMI ifield sales application report direct, measurable, highly positive impact on their key business KPIs.
Sales and distribution management was real challenge for our widely spread team, with SalesMI SFA tool we are now managing it excellently and efficiently.
Vikas Rajeshirke
SAP Team Lead-SIL
We have achieved 100% TAT after implementing ServMI as our After sales Service Management Solution.
Santosh Ingawale
Service Head-Ark Diagnostic System
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USEFUL LINKS
CONTACT US
FieldMI Technologies Pvt Ltd
E-31,Gandharva Nagari,Dahanukar Colony,Kothrud,Pune-411037
Ph: 07722011669 / 09822968857
E Mail: sales@fieldmi.com