ForceManager
The CRM for sales teams on the move
Mobile CRM
The best sales experience on mobile via a simple and secure app.
- Take notes and schedule meetings without lifting a finger - Speed is essential in the day-to-day life of a sales rep. Instantly record important notes about your visit using voice-to-text. Once done, you're off to the next meeting.
- Your calendar and emails integrated with your customer history - Less is more when it comes to the number of applications you need to check while working. View upcoming meetings & manage your emails without leaving ForceManager.
- Exact location of accounts and opportunities on a map - Visualize your accounts and opportunities on the map based on your current position. Define your pipeline, review details of every opportunity and prioritize your accounts.
- Every business activity logged instantly - Calls, emails, visits, video calls and Whatsapp messages — Everything is recorded in seconds with our app. Access key information anytime and anywhere, and see your results improve month after month.
- Native application for iOS and Android - Access the native app for iOS and Android using any of your mobile devices. Keep all the sales information you need in an easy-to-use, intelligent and reliable app.
CRM in the Cloud
A complete, secure and easy-to-use solution for B2B sales teams.
- Adapt your CRM to your needs - Each industry and every sales team have their own set of requirements. Adapt ForceManager to your business needs and offer your sales reps a highly customizable multiplatform solution. Let them report data in the easiest and fastest way.
- Track the progress of each opportunity in your pipeline with ease - Take control of your sales funnel and see the evolution of your opportunities. Keep track of tasks related to your deals. Quickly identify the best opportunities in the short term and the long term.
- Get the most out of your accounts and contacts - Organize your accounts and contacts in a single platform. Analyze the origin of each lead, identify growth trends and plan your next actions. All are geolocated and available offline.
Intelligent Assistant
Simplify the work of each sales rep with a powerful personal assistant.
- Intelligent route to improve the coverage of your client portfolio - Synchronize your calendar with ForceManager and our CRM will highlight inefficient routes for the day and help you plan the optimal path. Make sure you cover your client portfolio in less time and increase your business opportunities.
- Streamline your tasks with smart recommendations - Receive automated alerts that allow you to streamline sales, processes and administrative tasks. Need to follow up with a customer? Our system will detect it and suggest you create a reminder.
- The information you need, exactly when you need it - All the key information delivered to you right when you need it most, from the very first visit down to closing your next huge opportunity. Meeting details, optimized route, customer alerts and more in a single magic dashboard.
- Save time: take notes and schedule meetings with voice-to-text - Our voice-based intelligent assistant will allow you to schedule your next meeting blazing fast after dictating notes on the previous one. Everything will be magically logged in the CRM and synced with your calendar.
Sales Accelerator
The most advanced tool on the market to manage and share sales or activity goals with your team.
- Let your best sales reps set their own goals to go the extra mile - Self-management is essential to scale your team's performance, overcome challenges and sell more. With ForceManager, your best sales reps will be also able to set their own goals to go even further.
- Consistently hit your team targets, all move in the same direction - Assign individual objectives and share your team’s goals while making progress visible to all. Move your reps with activity goals that ensure the achievement of all targets.
- Empower your sales reps with advanced sales goals - Sales objectives are fundamental to every successful strategy. Go beyond standardized metrics with precise objectives, customized and even integrated with your ERP. Motivate your sales reps by showing them their progress in relation to their bonuses.
- Set and execute a sales strategy focused on sales executive activities - Set your team up for success. Suggest how to reach long-term goals with immediate activities, like visiting or contacting a customer. Assign individual or team goals while visualizing progress in real time.
Sales Analytics
Your team’s sales and activity data are finely organized and easily understandable to make the best decisions.
- Motivate sales reps with goals. Push them further with competitions - Encourage healthy competition in your team through rankings, quotas and activity goals. Identify your top performers and challenge them to go even further with sales competition. You can also share a common goal to push collaboration.
- Easily forecast your team’s sales. Get insights to accelerate opportunities - Forecasting sales for the next six months or monitoring the evolution of the current month has never been easier. Accurately manage your team to allocate the best resources to the most promising opportunities. Detect and correct deviations from your goals instantly.
- Ensure your best customers are contacted frequently - Automatically measure and analyze the interactions between your team and your clients by sector, importance, geographic location, sales or any other metric. Ensure that efforts are distributed efficiently throughout your customer portfolio and identify immediately which customers are being left unattended.
- Build and manage a high-performing sales team - Visualize at a glance the correlation between your team’s activities and sales. Identify the best techniques used by the high performers and guide those who still haven’t reached their quotas. Detect drops in activity and shape a stellar sales team.
- Widgets and dashboards for Data-Driven Insights - Access advanced and attractive reports with ForceManager sales analytics. Gain visibility into your customer portfolio coverage, see how each member of your team is performing and take action based on real data.