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Set and share activity and sales objectives with your team.
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Improved sales in the insurance sector by 30%
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Increased sales figures by 19%.
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Featured Post
Discover the new AI-driven features of our CRM for salespeople. Now available in all our plans at no extra cost.
4 min read
Editor's Choice
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Newsletter
Subscribe to our newsletter to receive sales tips and strategies straight to your inbox.
Harness the power of Artificial Intelligence to turn your business cards into valuable digital contacts in seconds.
3 min read
Imagine always having a sales analyst with you, ready to provide key business information. Stop imagining: We introduce you to Dana AI Chat.
We are proud to introduce Timeline Conversations, a game-changing feature that keeps your team aligned and laser-focused on their objectives.
In our last article of the year, we have an important message for sales teams. And a number: 4,070,340.
Welcome to our new look and feel! We’re thrilled to announce the launch of a fresh and innovative website that showcases our sales CRM.
6 min read
Get Started with ForceManager
Improve your sales team’s performance
HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.
1 min read
The ForceManager 5500 mobile app is Uber for retirement plan prospecting.
MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.
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.
How are you currently tracking retirement plan leads and opportunities?
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