We're thrilled to announce the launch of Dana AI, the artificial intelligence that will optimize performance and accelerate sales for all salespeople and sales managers using ForceManager.

This new feature, now available to all ForceManager users, includes email management and optimization, to improve sales efficiency and effectiveness.

Here are the main features of Dana AI:

1. Executive Summary: Get a brief and clear overview of email conversations with your customers.
2. Chronological Summary: Visualize a timeline of conversations to easily understand the steps and key dates in the sales process.
3. Draft Email Response Writing: Save time managing emails with draft responses automatically generated by Dana AI.
4. Available in Microsoft Outlook: All Dana AI features are also available using the ForceManager add-in for Outlook. If you're not using it yet, discover it here!
   
   

How to start using Dana AI?

You don't have to do anything, as we've already set everything up for you. Head over to the Activities module in ForceManager, find an email thread and start taking advantage of Dana AI today!

If you don't see Dana AI active in your Account yet, please get in touch with your Customer Success Manager to request manual activation.

Say hello to the new Quick Entity Creation button! Now, you can create new Accounts, Contacts, Opportunities, Activities and many more from anywhere in ForceManager. This small change will have a big impact on your productivity!

Create any new records as you go - in just one click and a few seconds, and without having to switch modules.

It doesn't matter if you're managing your pipeline of opportunities, checking your daily activities or organizing your calendar. Now you can create any new record from any module without losing your place. Just click the button and fill the data in!

This new feature is already available for all our users! Try it out and see how it can save you time and increase your productivity!

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With the new WhatsApp activities, you are now able to report and centralize all the interactions with your Accounts and Contacts in ForceManager. Optimize your sales process, analyze which phases work best, and understand if you're having enough contact with your clients and prospects to reach your sales goals and increase your Activity score.

And the best part? You'll have higher quality information and report 3 times faster!

This is how you can start taking advantage of this new feature:

Send WhatsApp messages from ForceManager

Find the Contact or Account you want to talk to and send your WhatsApp message directly from ForceManager. WhatsApp will open up on your phone so you can finish sending the message, and the message will be logged automatically in ForceManager as a WhatsApp Activity.

Learn how

Log past WhatsApp messages

You can also report in ForceManager a WhatsApp you already sent. Decide what parts of the conversation are relevant, take a screenshot, share it with the ForceManager App and create a new WhatsApp Activity. Et voilà! Activity created!

Learn how

To start using WhatsApp Activities, you don't need to do anything! We've already set everything up for you. Start leveraging the power of WhatsApp Activities with your team today!

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!

Learn more

Explore Make's Apps library

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.

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.

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.

Learn More

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