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.
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 manufacturing 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.
Informative Resources for Financial Service Companies
Supercharge Salesforce with Account Planning Done Right
Technology companies are accelerating their sales when the right processes, strategies, people and tools are utilized. Download this informative e-book and learn:
- How to create winning account planning strategies.
- How to leverage Salesforce account planning apps to meet quotas and increase revenue.
- Why all account planning apps on Salesforce are not the same.
Content is for Closers
Targeted, dynamic content is critical to educating buyers as they move through each buying stage. Get this tech marketer’s guide to ensuring sales has the content to accelerate deals. Here’s what you’ll learn:
- Best practices for developing content that accelerates the sales process.
- Tips for providing your sales reps with precisely the content they need at each stage of the deal.
- An overview of native Salesforce technologies for digital content enablement.