Activity

ForceManager will help you keep track of every previous interaction between your customer and your company: sales visits, comments, phone calls, emails… everything is integrated into a single screen you can check just before you go into a meeting. This is your life-saver: when you’re face-to-face with the customer, you’re prepared and informed. The fresher the information you have, the better the meeting – and the higher your conversion rate.

Activity

Accounts

When you’re in the field, you don’t have time to search for information you need. And even if you did, an app should work for you – and not the other way round. Based on your current location, ForceManager will automatically show you relevant details of the account you’re visiting. You can also create new accounts and geo-locate them. It’s super-simple – and fast.

Map of Accounts

Opportunities

Wherever you go, you’ll be carrying your pipeline with you. Manage individual opportunities or check all your deals according to the stage they’re at. Stages and data fields can be customised to match your unique sales process. Opportunities are also geo-located, so you can view a map of opportunities in the vicinity.

Map of Opportunities

Quotes and Orders

If you close the deal during the visit, you definitely need a system that doesn’t get in your way and allows for simple order-taking. Choose a product, the number of units, any discount you’re offering… and it’s done! Mobile order taking means having agile processes, reduced administrative costs – and making a positive impression.

Quotes and Orders

Documents

Sales reps have a major influence on your brand image, which is why you want a sales team equipped with modern devices and impressive digital resources. ForceManager includes cloud storage for sales collateral, such as presentations and brochures. Video, PDF, PowerPoint... upload what you need to make an impact.

Documents

Route

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

Day Route

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