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Native Salesforce Sales Enablement for Financial Service Companies

PROLIFIQ CRUSH and ACE are native Salesforce account-based selling applications for key account management and digital content management that boost sales and marketing performance.

Financial Service Benefits

Enforce Sales Compliance

Enable reps with visual playlists and up-to-date content based on their roles and permissions.

Unify Account-Based Selling

Native Salesforce sales and marketing apps that work together in lock step.

Enable Mobile Strategic Selling

Support sales teams when they’re on-the go and  closing deals with your largest prospects.

Day in the Life of a Finance Rep Infographic

Day in the Life

Infographic

We understand the challenges that Financial Services sales reps face daily and how to address them successfully.

Download the free infographic now.

 

How PROLIFIQ Can Help Your Team

Sales

JUMPSTART ACCOUNT PLANNING AND KEY ACCOUNT MANAGEMENT WITH A FRAMEWORK FOR FINANCIAL SERVICE COMPANIES

Create a robust sales playbook for your financial services sales team. Here’s what you’ll get in this informative e-book:

  • Key account management best practices.
  • Overview of the power of team-based selling.
  • Tips for synchronizing goals and processes with native Salesforce tools.
  • How to optimize your messaging and demos.

Read our exclusive Sales Playbook.

Marketing

CREATE A WINNING CONTENT STRATEGY THAT YOUR FINANCIAL SERVICE SALES TEAM CAN USE TO ACCELERATE DEALS

Here’s what you get in this informative e-book:

  • Insight on how to organize and measure content for success.
  • Best practices for launching content campaigns.
  • Tips to build the case for native Salesforce sales enablement.
  • Overview of content deployment technologies.

Read the Marketer’s Guide to Sales Enablement.

IT Department

ALL DATA, ALWAYS UP-TO-DATE

Get stability, high performance and security with native Salesforce key account management and digital content management. Implementation is a snap and data are always secure. Reduce total cost of ownership while harnessing your return on investment.

Read our exclusive research to Increase Salesforce Adoption.

Related Resources

Supercharge Salesforce with Account Planning Done Right

Technology companies are accelerating their sales when the right processes, strategies, people and tools are utilized. Learn how key account planning can help. 

Content is for Closers

Targeted, dynamic content is critical to educating technology buyers as they move through each buying stage. Get this tech marketer’s guide to ensuring sales has the content they need to accelerate deals. 

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