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.
Version 3.69.0 of our Android app is here, and it's transforming the way professionals operate on-the-go:
🔍 Enhanced Filtering Options - Simplify campaign management by easily tracking account status for both pending and completed activities! 🎯
🗓️ New Event/Task Planning Feature - Schedule events swiftly across multiple companies on specific dates, boosting your efficiency and saving valuable time! ⏱️
🚗 Updated Calendar and Activities - Visualize your daily routes with clear driving times and distances, helping you organize your day more effectively! 🛣️
🔧 Improved All Entities Filters - Gain more control with our new filtering system, now with the flexibility to aggregate or eliminate based on your needs! 🎛️
🚀 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.
Imagine crafting your day's agenda with just your voice. Now, Dana AI's voice-to-event feature transforms your spoken words into events on your calendar!
Simply speak, and Dana AI takes care of the rest, not just transcribing your voice but also intelligently linking it with pertinent data in ForceManager.
Say goodbye to typing errors and scheduling mix-ups. Upgrade your daily planning to be faster and smarter with just a few spoken words.
To get started, simply update your mobile app and speak your next appointment into your calendar. It's your schedule at the speed of speech.
Transform business cards into actionable digital contacts in an instant. Introducing Dana AI Business Card Scanner – your card scanner, now supercharged with cutting-edge GPT technology.
· Smart Analysis: Whether there's a missing letter or a handwritten note, Dana AI detects, interprets, and adds it to the contact profile.
· Context and Accuracy: It's not just about storing data, but truly understanding it. Every detail matters, and now you can capture them all.
· Enhanced Efficiency: Say goodbye to manual errors and missed opportunities. Your contacts will be updated in your CRM in no time.
To start using Dana AI Business Card Scanner, simply update your mobile app, click on "Add Contact", select "Scan Card", and you're set.
An essential tool to keep all your contacts up-to-date!
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.
