Pipeline

Pipeline

Define your lead conversion flow and easily keep track of all your opportunities. Our comprehensive yet agile sales management tool helps you understand where you should push in the short and medium-term, and ultimately close more deals.

GoalManager

GoalManager

The KPI module that allows field sales managers to set individual or team sales targets, calculates where efforts need to be focused or redirected and indicates if the team are on course to achieve their respective goals on time.

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NewsManager

NewsManager

Roger that! A real-time internal communication system that informs field sales managers when their team have opened and read their latest update or urgent message.

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Accounts and Contacts

Accounts and Contacts

Account management is much more than a simple agenda; it’s a tool for intelligent segmentation. Classify and organize your accounts using your own criteria and identify high-potential sectors. Analyze which leads were generated by specific events and launch targeted campaigns. By approaching your prospects intelligently, you can convert more leads to clients.

Activity Timeline

Activity Timeline

The devil is in the details. ForceManager helps you gain visibility of the interaction between your field sales team and their leads or clients. It works in real time, so you know what’s happening, as it happens. Monitoring reliable and objective information enables you to make informed tactical decisions and improve interactions with customers and prospects.

Documents

Documents

By using our centralized document storage, each outside sales reps can access the latest version of any presentation and brochure. Digital documents are an excellent way of equipping your salespeople with the tools they need to convey your company’s image to customers – always a positive when it comes to conversion rates.

Calendar

Calendar

Access the calendars of your field sales team to assign tasks and distribute the workload to ensure all activity is completely coordinated and productive.

Product Catalogue

Product Catalogue

Upload all your product references along with prices, descriptions and photographs to create, review and approve quotes or check incoming orders. Optimize your sales process to reduce administrative costs.

You can also sign-off orders from your mobile device immediately after a sales meeting, with SignatureManager.