ForceManager is a robust Customer Relationship Management (CRM) system specifically designed to enhance the efficiency and productivity of sales teams, particularly those who are often on the move. Here’s an overview of what the product does and its key features:
What ForceManager Does
ForceManager acts as a personal sales assistant, providing a comprehensive set of tools to support every stage of the sales process. It is optimized for mobile use, making it an ideal solution for field sales teams. The platform aims to streamline sales activities, improve communication, and increase overall sales performance.
Key Features and Functionality
Multi-Channel Management
ForceManager is accessible via mobile devices, tablets, and web browsers, each optimized for different tasks. The mobile app is designed for salespeople on the go, offering features like automatic check-in, route planning, and quick access to relevant information. The web app focuses on analysis and configuration, enabling automatic report generation and advanced data workflow management.
Smart Route Planning
This feature optimizes salespeople’s itineraries based on distance and travel time, allowing for more visits within the same time frame and comparing planned routes with actual results to improve future schedules.
Personalised Assistant with Artificial Intelligence (Dana AI)
Dana AI interprets and automates relevant data for each visit, completing up to 75 customized fields automatically. It generates intelligent reports using voice commands, transcribes and structures detailed notes, and suggests actions based on previous interactions and expected outcomes.
Email Management
ForceManager allows for mass email sending and tracking directly from the platform. Users can customize dynamic templates, track statistics such as open rates and clicks, and receive automatic notifications to contact clients at the right time.
AI-Powered Automation
The platform uses AI to generate intelligent reports, including note transcription, interaction analysis, and future action suggestions. This automation reduces errors and enhances data quality, improving strategic decision-making.
Advanced Customisation
ForceManager offers the ability to manage standard and customized fields to meet specific business needs. It allows for the creation of personalized dashboards to visualize key metrics and integrates dynamically with other systems, such as Sage, for data synchronization and process optimization.
Automatic Analysis and Reporting
The system provides real-time graphs and reports that collect data on activities, opportunities, and contacts. It identifies new sales opportunities through advanced and micro-segmentations and offers features like commercial activity ranking, activities per customer, and sales forecasting.
Add-ons
ForceManager can be expanded with various add-ons, including:
- GoalManager: For setting personal and team goals to analyze progress.
- NewsManager: To improve internal communication within the company.
- SignatureManager: For electronic document signing.
- CardManager: To digitalize business cards.
- Outlook Plugin: For managing accounts, contacts, and opportunities directly from Outlook.
Integration and Accessibility
The platform supports over 4,000 integrations with ERP systems, applications, and business solutions such as WhatsApp, Email, Teams, and more. It is available on iOS and Android devices, ensuring accessibility wherever sales teams operate.
Sales Analytics and Performance Tracking
ForceManager provides accessible and organized key data to help teams make better decisions. It includes features like activity timelines, sales charts, and the ability to set individual and team objectives for activities and sales.
In summary, ForceManager is a powerful CRM solution that leverages advanced technology, AI, and multi-channel accessibility to streamline and enhance the sales process for field sales teams. Its comprehensive set of features and integrations make it an invaluable tool for boosting sales efficiency and productivity.