Field-Based B2B Sales for SaaS & IT Services

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Scenario

Field sales teams selling complex IT solutions face challenges in opportunity management, demo scheduling, and real-time CRM updates.

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Agentforce Solution

  • Mobile app for field reps with account views, opportunity pipeline, demo scheduling, and contract tracking.
  • Smart alerts for lead follow-ups, proposal due dates, and cold account reactivation.
  • Integration with Salesforce or HubSpot for seamless data sync.

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Benefits

  • 25% higher meeting-to-deal conversion rate.
  • 40% more accurate sales forecasting from real-time updates.
  • Shortened sales cycle by streamlining lead-to-contract flow.

Questions? Feel Free to Reach Out Via Message.

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