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How 401(k) advisors can use ForceManager 5500 to streamline their sales and marketing
How are you currently tracking retirement plan leads and opportunities?
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HRBenefits
HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.
Packard Wheeler Succession
The ForceManager 5500 mobile app is Uber for retirement plan prospecting.
MilleniuM Investment & Retirement Advisors
MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.
How to notify new ForceManager opportunities in Slack
In this guide, we will see an easy example in which we connect ForceManager with Slack.
How to export ForceManager accounts in a Google Sheets
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.
How to convert Leads collected via HubSpot Form in ForceManager accounts
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.
How to use ForceManager 5500 and LinkedIn to reach plan sponsors directly
When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.
Five ways ForceManager 5500 helps TPAs grow their business
There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.
ForceManager 5500, Get Ready for the Recovery
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 and ERISApedia launch ForceManager 5500
ForceManager 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM