All the information you need to organize your daily activities and achieve your sales goals is now in one place: the new Web Dashboard. 👇
With the new Web Dashboard, you can:
Your day, simplified; your results, amplified. 🌟
Now you can send emails to several contacts at once without leaving ForceManager. The best part? You'll receive instant notifications when a customer opens or clicks on any link in the email.
*If you don't see this feature available, please contact your Customer Success.
🚀 Access all your sales records from anywhere with ForceManager: Invoices, orders, offers, and more, always right at your fingertips.
🌟 Complete Integration: Sync all your sales documents with your ERP and access them on the go. Never miss a beat, no matter where you are.
🌟 Total Control: View the status of each sales document with its specific status pipeline. Stay informed about every phase of the process.
🌟 Instant Offers: Create offers directly from your mobile using your catalog. Quick, easy, and just at the right time.
🌟 Limitless Mobility: With all the crucial information at your fingertips, make informed decisions quickly and improve your response times.
Now available in our Quotes & Orders Add-on!
🌟 Exciting News Alert! 🌟
📱 Get ready to supercharge your productivity with the latest version 3.55.0 of our iOS app! 📱
🚀 Packed with incredible upgrades aimed at enhancing your work efficiency and experience, this release is a game-changer! 🚀
🗺️ Say goodbye to unnecessary navigation hassles with our new "View the Day's Route in Dashboard" feature for iPad. Now, planning your day is as easy as a tap! 🗺️
🔍 Need to track campaign progress effortlessly? Our expanded filtering options in the Accounts section have got you covered! 📈
🗓️ Introducing a revolutionary Event/Task Planning feature, allowing you to schedule multiple events for specific dates with lightning speed! ⚡
🛣️ With the new "Route of the Day" feature, managing your day's schedule is a breeze! See driving time and total kilometers at a glance. 🛣️
🎯 More control, more efficiency! Say hello to enhanced filtering options with our updates to Boolean filters. 🎯
🔍 And guess what? Our Sales Orders filters are now available on iOS, ensuring seamless alignment across platforms! 🔍
🎉 Don't miss out on these amazing improvements - update your app now and experience the difference firsthand! 🎉
👀 Watch the video below for a sneak peek at what's waiting for you! 👀
Get ready to elevate your productivity like never before! 💪 #ProductivityBoost #iOSAppUpgrade #EfficiencyUnleashed
Explore our new Metrics and Reports section to have the information you need at your fingertips, wherever and whenever you need it.
Ready to speed up your Orders and Quotes? The new interface offers an unparalleled experience. Essential information is not only more visible but now auto-completes, eliminating unnecessary steps and speeding up the creation and editing of orders and quotes.
Enhanced product search and selection
Adding products has never been so easy. Navigate smoothly between different folders, add products to your order just by entering their name, and before confirming, use the "Summary" view to make sure everything is in order.
Improved tracking with the new order status widget
But that's not all. With the addition of the Order Status widget, your order tracking reaches a higher level:
· Status pipeline: Immediately see what phase the order is in, and be able to check previous phases or those that have been skipped.
· Days in current status: By simply hovering over each point in the pipeline, you'll know how long a record has been in that specific state. An invaluable tool for managing times and priorities.
· Change log: Stay informed about any status changes and, even more importantly, who made the change.
The new interface of our Quotes & Orders add-on is now available in the Performance plans, and as an additional option, in our Professional and Starter plans.
We invite you to explore and make the most of these new features. If you are interested in this add-on or have any questions, don't hesitate to contact us!
The wait is over! Boost seamless communication with your sales team and with other departments with ForceManager's brand new feature: Timeline Conversations. Comment on calls, emails, visits or any other activity logged in the CRM, amplifying collaboration and accelerating deal closures.
Save precious time with direct, on-point communication. Streamline internal alignment to boost deal closures and provide real-time sales coaching.
Make swift, pinpointed decisions, diminishing customer response times. Leverage best practices by reviewing all your past conversations.
Draw in users from your sales team or other departments into ongoing conversations just by tagging them. They will receive notifications both within and outside the app, keeping everyone in the loop.
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.
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!
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:
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.
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!
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!
