How are you currently tracking retirement plan leads and opportunities?
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In this guide, we will see an easy example in which we connect ForceManager with Slack.
Via Google Sheets and Zapier you can easily setup a process that will allow you to fill a spreadsheet when a new account is added to ForceManager.
Via HubSpot and Zapier you can easily create your form and stick it to ForceManager, to skip the process of inserting manually those leads into the CRM.
When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.
There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.
Chuck Hammond, Chief Digital Officer and Co-Founder at The 401(k) Study Group® discusses the importance of relationships to stay competitive in the 401(k) space in 2021.
ForceManager 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM
One of the most important aspects for any business transitioning to remote work is ensuring that all data remains safe and secure.
At ForceManager, we are very proud of how our talent has led to the change caused by the current situation and has managed to adapt and give their best. What objective do we have?
Discover the quick tips & customizations to make your CRM more effective than ever during the COVID-19 outbreak.