Multi-Device Mobile CRM

Multi-Device Mobile CRM

A native application for iOS and Android in the language of your choice. Access all the sales information you need on a smart, fast and reliable application built for the mobile-first world we live in.

Activity

Activity

ForceManager keeps track of all previous interactions between a customer and your company: sales calls, comments, phone calls, email, queries, concerns etc. It’s all there, accessible from a single screen right before entering that crucial meeting. The better prepared you are, the better the meeting – and the higher the sales conversion rate.

What’s more, ForceManager’s AI-powered, voice-activated personal sales assistant Cognitive can communicate this info, hands free, to field representatives travelling between visits.

Accounts

Accounts

Field sales reps work to some of the busiest, deadline-driven schedules out there – moving from one end of the city or state to the other. All this movement makes it extremely difficult to keep track of sales activity, which is why ForceManager automatically shows details of the account being visited based on rep’s position. An intuitive, geolocated mobile CRM that actively assists outside sales reps in the field.

Opportunities

Opportunities

Wherever you go, you’ll be carrying your pipeline with you. Manage and update sales funnel activity or check the status of other related deals. Stages and real-time data fields can also be customized to match your unique sales process. Opportunities are geolocated and so can be viewed on a map relative to your current position.

Quotes and Orders

Quotes and Orders

When closing a deal during a sales call, field sales reps want a system that facilitates the smoothest transaction process as possible. With ForceManager you can select a product, the number of units plus any discount you’re offering directly from your mobile CRM. Mobile order taking means having agile processes, reduced administrative costs and making a positive, lasting impression with a client.

Documents

Documents

Sales reps have a major influence on your brand image which is why you want a field sales team equipped with modern devices and impressive digital resources. ForceManager includes cloud storage for sales collateral, such as video presentations, brochures, PDF, PowerPoint… upload the content you need to boost your sales quota

Route

Route

ForceManager mobile CRM has its own calendar that can be easily integrated with the one you use on a day to day basis. You can therefore navigate easily between tasks and accounts, and check the day’s most efficient sales route on a map