Do not miss Analytics Pro, the new feature of your CRM that will allow you to find the sales strategy that best fits your company by analyzing quality data.

Create reports, dashboards and folders to centralize your decision-making and share the results with your team. Identify which actions are working and which aren't, gain visibility and draw conclusions on how to grow your sales.

In addition, you will be able to help your team by adding widgets in your Companies, Contacts and Opportunities.

What are you waiting for?

Turn your data into opportunities

As Apple's Technological Official Partners, at ForceManager we are committed to Apple's yearly improvements that come along with each new version of iOS and iPad OS.

In line with our philosophy, which consists in simplifying how sales representatives report information and how fast they can access it, we have developed 3 major improvements for iOS 15:

1. Live text, which you can use to identify text fragments with your iPhone's or iPad's camera and enter the text on any ForceManager field. You can now copy and paste hand-written notes and contact details from a contact card.

2. XL-Widgets, so you can visualize all the relevant information at any moment without having to get inside the app, such as your goals or your calendar. Plus, when the time of a meeting is arriving, you'll be able to use the same Widget to check-in, see the route or access a Zoom or Teams call.

3. Performance, for which we have reduced ForceManager's app battery consumption by 30%. Now more than ever, ForceManager keeps up with you, so you never have to stop.

Want to know more?

Read our Blog

Use the new Advanced Filters and start analyzing your Companies, Contacts, Opportunities and Orders in-depth and in an autonomous and easy way.

While basic filters only allowed for searches based on the exact values of a field, advanced filters allow for more complex searches, based on a vast range of options associated to any fields of any entities.

Start elevating your analysis with the new Advanced Filters!

Read more

The brand new Validation Rules are already available, and they're going to be your best allies to maintain a clean and homogeneous data base.

These Validation Rules verify that the data introduced in a specific field are compliant with a series of prerequisites. Some examples of Validation Rules are texts that cannot contain spaces or capital letters, a number that must belong within a specific range, or even a credit card number, which must be valid and real.

This is why Validation Rules are especially useful for fields such as Email, Web,  Credit Card or even Passport Number, among many others.

All Validation Rules can be configured and applied to the corresponding fields in ForceManager Admin. Once activated, a user won't be able to save information that doesn't satisfy the criteria stated by the admin, and a warning message will be shown.

Are you an Admin and you want to know how you can start using Validation Rules?

Learn more

You can now have visibility on all the activities associated to the sales process of each of your Opportunities by easily linking the related Emails and Calls.

You'll be able to understand from the Opportunity menu itself all the activities related to it, in order to easily comprehend all the opportunity's history and find strong aspects or details to be improved of your sales process. 

This is how you can link Calls and Emails to an opportunity in an easy and intuitive way:

Do you want to know more details to make the most of this functionality?

Read more

Available on Android and iOS.

We understand there's information about your Accounts that you must be able to find quickly.

This is why we have improved the Featured Fields section, which you can now find among the main information of any of your Accounts:

The purpose of this is for you to save time looking for those fields you keep checking, such as revenue, last activity or anything you find yourself looking for often!

Your account's Admin can select some Featured Fields for you and your team, on top of the Featured Fields you can select yourself with just one click.

Do you want to know how?

Learn how to add Featured Fields

You can now update multiple entities in ForceManager simultaneously.

This feature can be found in the Import and Export menu in ForceManager Admin. You can use it to update as many fields as you need from your Accounts, Contacts and/or Opportunities simultaneously. Here's how it works:

You will find this feature especially useful when you need to modify one or more fields from numerous entities. This will also come in handy if you decide to add a new field to your Accounts, Contacts or Opportunities.

This new feature allows you to download an Excel with all the entities you need to modify, update the corresponding information in that same Excel file, and upload the file. The new information will be automatically updated in ForceManager.

Read the following article to understand how it works.

Know more

The improved version of our API library is already available. There, you will find the guidance you need to build integrations for ForceManager.

These are the main improvements that come with the new version:

• New APIs
• New documentation
• More examples

With the new version, admins will be able to build integrations without depending on the help from a ForceManager success agent.

Visit the APIs library:

API Documentation

Business

With the new Bulk Update function, you now have the ability to change multiple user features through ForceManager Admin, all in one click. To perform actions such as assigning new responsibilities or deactivating multiple users, simply select the set of users you prefer and choose the related action.

The main actions you can do in bulk are the following:

• Deactivate several users when you have more than one user who no longer needs access to the platform.
• Activate several users - useful at times you’d like to reactivate several users who have been deactivated in the past.
• Edit users information, such as creating new teams or moving team members under different managers.
• Change email passwords, enabling the admin to send an email giving several users the ability to reset their passwords.

If you’d like to learn more, please read our Support Article

We have radically improved our accounts filtering experience offering better customization options. You can completely adapt them to your needs, making sure that the most valuable information is always at your fingertips.

Until now, the experience using Quick Filters was fast and intuitive, but not all fields were available. From now on you can:

• Add any filter you need: you will be able to completely customize which filters appear on the section, no matter the amount of them (no limits) or if they are standard or custom fields.
• Order them the way you want: by reordering the filters on the Quick Filters section you decide how you want them to appear on the screen.
• Use the same filters the next time you log in: you will be able to find active the filter status you set the last time you were connected, so when you log in again you don't have to redo your previous filtering.