Salesforce Sales Enablement for Financial Service Companies
Financial Service Benefits
Financial services teams have special challenges that other sales orgs don’t have. You need to be able to do your job within a labyrinth of regulations, policies, and procedures - and not every sales tool is cut out for the job. The keys to success? Protect and secure data; ensure everyone is on the same page; and oversee the sales process with complete, 100% clarity. That’s what Prolifiq offers, which is why investment management teams love us.
Enforce Sales Compliance
Enable reps with the latest information already housed in your Salesforce CRM.
Unify Account-Based Selling
See the big picture of your key accounts to keep sales teams in step, in regulation, and on target.
Enable Mobile Strategic Selling
Support teams on-the go without missing a beat with our flexible, all-distance infrastructure.
Gain Business Agility
Keep your investment team agile and flexible in the face of a shifting financial marketplace.
How Prolifiq can help your team
Sales & Customer Success
Jumpstart key account planning with a framework for financial service companies.
Accelerate sales cycles, reach key stakeholders faster, and put your entire team to work with superior content strategy. Ensure financial services teams have the most up-to-date - and compliant - content to drive more conversations and take those crucial next steps.
IT & Salesforce Admins
All data, always up-to-date, under the umbrella of Salesforce data security. Easy integration into your Salesforce investment and permission control that keeps your team compliant.
Account Planning Masterclass
Join Prolifiq's VP of Sales, Jack Gallo, as he takes a deep dive into the best practices surrounding strategic account planning...
Relationship Mapping Checklist
Relationship mapping is a high-impact, low-effort way to step up your sales game. Use this checklist to get a boost.