Introducing Make: Take ForceManager to the Next Level

We are thrilled to announce our newest feature: ForceManager is officially available to integrate via Make!

Make is a no-code robust integration platform that allows you to connect thousands of Apps, such as ForceManager, and open up endless possibilities for automating and streamlining your existing workflows.

By using Make to integrate ForceManager with any other softwares you use, you can minimize manual work, eliminate time-consuming data entry and centralize information from any other systems or data streams into ForceManager, and viceversa.

These are some examples of integrations you can build:

 - Integrate your ERP and ForceManager for real time inventory tracking

- Create a Sales Order whenever you get a new Invoice in your Accounting Software

- Create a new Account and/or Contact in ForceManager whenever you receive a new lead in your Marketing CRM

- Connect your favorite forms App with ForceManager and track your leads


Start now and take your business operations to the next level!

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Explore Make's Apps library

Report emails with Outlook: easier than ever

We are excited to announce a new improvement to the recently released ForceManager's Outlook Add-in: the ability to report emails in ForceManager without having email synchronization activated.

This new feature enables users to report emails in just one click without leaving their inbox. The Add-in will detect the related records in ForceManager, such as the Account or Contacts, and will create the email as a new Activity.

This makes it especially useful for those who don't have email synchronization active, as reporting emails via the ForceManager Outlook Add-in is much faster and efficient.

With this improvement, users can now have emails reported in real-time and have all the necessary information at hand. This will help users save time, stay organized, and ensure that all emails are reported accurately and properly.

You still haven't installed our Add-in for Outlook?

Install it now

Not ready to install yet? Learn more about the ForceManager Outlook Add-in.

Information at hand: ForceManager Inside Outlook

We are excited to announce that the newly improved ForceManager Add-in is now available for Outlook! This new Add-in allows you to have your CRM information within your inbox, so you can save time and be more productive.

The ForceManager Add-in for Outlook provides you with integrated information and context. When writing an email, you will be able to check and refer to any details you need without leaving the email's tab, such as an opportunity's status or related documents.

You will also be able to create new contacts and accounts as soon as the Add-in identifies an email address not included in your ForceManager's contacts list, as well as edit any that already exist.

If you're using Outlook, we recommend that you download and install the ForceManager Add-in so you can take advantage of all the features it has to offer!

Install it now!

If you're not ready to install it just yet, you can learn more here.

📅 Discover the new calendar!

The latest improvements on design and functionalities that will make your day to day easier are finally available: don't miss out on ForceManager's new web calendar!

Intuitive, simple and easy to use: here's your new calendar

We've redesigned our calendar's appearance. Along with the arrival of new features, such as checking the confirmation of your invitations or the automatic registration of video-calls, we've made the new ForceManager calendar your best partner for your daily planning.

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All your calendars in one

ForceManager allows you to view all your events without leaving your CRM thanks to bidirectional sincronization: all the appointments you create within ForceManager will automatically appear in your external calendar, and viceversa.

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New features for your events and video-calls

You can now invite contacts from outside your organization to the events you create in the ForceManager calendar. They will receive an email with all the details of the event. You can also track the status of the invitation in real time: if they accept, if they don't, or if they propose another date.

In fact, these events can also be video calls. You will be able to set up the video call and join it without leaving ForceManager. Once it's over, an activity will be automatically created with the duration of the meeting, as well as a report in which you can enter the most important data from the meeting.

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Business Intelligence to move your sales

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

Elevate your analysis using the new Advanced Filters

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

All your data finally clean!

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

Save time updating numerous entities simultaneously

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

An improved API library is live!

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

Bulk Updates using ForceManager Admin

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
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