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?

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?

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. 

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

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