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

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

Account Quick Filters radical improvement

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.

Update Opportunities without no need to edit them (Android)

To optimize your day-to-day, now you can edit your opportunities without accessing the detals! You can modify or add data from the opportunity card itself.

  • We have added the "creation date" field and the Probability in your opportunities details.

We have also added new features and other improvements in Android version 3.47:

  • Now, you can view your opportunities according to your personalized views in Pipeline format.
  • We have added entity type filters (Accounts, Contacts, Opportunities) to the application filters.
  • We have improved how the text fields are displayed. Multiline fields are shown on a new screen, so they are easier to read.


We have overclocked the creation process to make it faster than ever!

Get your work done faster and more efficiently with our new creation process of contacts, activities, events, or tasks from within an account or opportunity.  

Check it out and see the difference for yourself 😉  

These current fields can now be created quickly thanks to our new creation process:

From the account section:
From the opportunity section:
- Contacts
- Opportunities
- Activites
- Events
- Tasks
- Contacs
- Activites
- Events
- Tasks

⚙ All new filters & improved opportunity section | Mobile

As June comes to an end, we want to share a brief summary of our latest improvements that will continue to add more value to your company. These updates are made with one clear objective: for you to maximize and get the most out of ForceManager CRM:

  • New view for opportunities. Visualize your opportunities in pipeline format to have a 360 view of the status of your accounts. Read more.
  • WhatsApp Integration. Now, you can communicate faster and easier with prospects and clients. With this new ForceManager and Whatsapp integration, you are a click away from your clients! Read more.
  • New filter in the tasks section. Now, you can filter tasks by completion date. Plan your daily and upcoming tasks in a matter of seconds. Don’t lose track of any of your clients, and effectively monitor and follow up on each stage of your sales cycle.

📃Documents & Export Process Improvements | Web

We have revolutionized our export solutions to give you deeper options and better control during the whole process so that you can get things done faster than ever. Check out all the improvements that are now available to you!

  • New Cross-Entity capabilities when exporting from Activities or Opportunities: Long gone are the days of having to export different Excel files and link them manually together thanks to our powerful cross-entity export capabilities that let’s you choose the fields you need even if they belong to a different entity!
  • Faster and more intuitive export process: We have completely revamped the export process so that we can guide you through it and give you the best course of action based on the complexity of the export you are trying to accomplish (either a direct download that shows you the progress in real-time or an automatic email for those very complex export processes)

We have also been working on improving your experience when managing documents through our document’s management solution through the following:

  • Newly redesigned and easier to read Documents tree
  • Possibility to find the parent folder of a file when searching or looking at your recent/favorites section
  • Improved Drag&Drop experience

 Multiselection of Documents and Folders to speed up the delete process so that your documents structure is always spotless! 


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