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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.

3 min read

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.

3 min read

How 401(k) advisors can use ForceManager 5500 to streamline their sales and marketing

How are you currently tracking retirement plan leads and opportunities?

4 min read

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.  

3 min read

ForceManager and ERISApedia launch ForceManager 5500

ForceManager 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM

3 min read

4 Ways Sales Teams Can Secure Their Data While Remote

One of the most important aspects for any business transitioning to remote work is ensuring that all data remains safe and secure.

4 min read

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Team of Warriors | ForceManager Behind the Scenes

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?

1 min read

ForceManager participates in the creation of ‘Asistencia COVID-19’ App

What can citizens do during a crisis like this one? That was the driving question for most citizens on March 14th after the country declared a state of alarm to control the spread of COVID-19 and cope with the mounting public health emergency. 

4 min read

COVID-19 update to ForceManager clients and partners

We are committed to keeping you informed about events or circumstances that could affect our relationship with customers.

1 min read

The Definitive 4-Step Sales Strategy Execution Guide

It’s time to put theory into practice with this updated, 4-step sales strategy execution guide for sales managers and directors.

12 min read