What's New?
Improved Event/Task Planning:
We've rolled out an update that simplifies how you manage events and tasks. Now, you can easily select multiple companies and schedule specific dates without a hassle. It's work planning made more intuitive, helping you focus on what really matters.
Better Third-Party Integration:
Finding and using your integrations just got a lot easier. With a new tab view and an advanced search bar, filtering and accessing any integration is a breeze. Less time searching means more time doing.
Start planning smarter today with our web app.
#SmartPlanning #IntegrationSimplified #WebAppNews
✨ Intuitive category navigation: Locate that essential item in seconds.
✨ Instant solutions: Out of stock? Find alternatives immediately and keep your operations flowing smoothly.
✨ Inventory always up to date: Directly connected to your ERP, keeping you informed about what's available at the moment.
✨ A catalog that catches the eye: With professional images that highlight the quality and details of each product.
We invite you to explore and make the most of this new design. If you're interested in this add-on or have any questions, don't hesitate to contact us!
Curious to see how it works? Take a look at the video and discover how SignatureManager can take your sales to the next level.
For more information, please contact your Customer Success team.
]]>With over 20 templates already available and more on the way, ForceManager enables you to integrate your favorite tools, enhancing your workflow and boosting your productivity.
And if you have ideas for future integrations, we're all ears! Just fill out the form found at the end of the integration menu. To access just click on your profile and select Third party integration.
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.
· 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.
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.
]]>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!
]]>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!
]]>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.
- 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!
]]>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?
Not ready to install yet? Learn more about the ForceManager Outlook Add-in.
]]>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!
If you're not ready to install it just yet, you can learn more here.
]]>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.
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.
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.
]]>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?
]]>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?
]]>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!
]]>From today, you can use our new Duplicates detection system to alert your sales team when they enter information that already exists in your database.
First, decide how you will notify the fact that a record is being duplicated. One option is to add a banner that only alerts of a potential duplicate. Another option, more restrictive, is to not allow the user to save the new record if there is any duplicated information.
Secondly, decide what fields are the ones in charge of detecting a duplicate. For instance, the generic fields used to detect a duplicated Account are the website or the phone number, but you can also use any other fields that meet your specific needs better, such as any personalized fields.
You can manage your Duplicates from your Admin account. Do you want to learn how?
]]>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?
]]>You'll be able to understand from the Opportunity menu itself all the activities related to it, in order to easily comprehend all the opportunity's history and find strong aspects or details to be improved of your sales process.
This is how you can link Calls and Emails to an opportunity in an easy and intuitive way:
Do you want to know more details to make the most of this functionality?
Available on Android and iOS.
]]>This is why we have improved the Featured Fields section, which you can now find among the main information of any of your Accounts:
The purpose of this is for you to save time looking for those fields you keep checking, such as revenue, last activity or anything you find yourself looking for often!
Your account's Admin can select some Featured Fields for you and your team, on top of the Featured Fields you can select yourself with just one click.
Do you want to know how?
]]>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.
]]>These are the main improvements that come with the new version:
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:
]]>This method simplifies the users' daily work by authenticating only once and keeps different app sessions activated. To see how it works, watch the following video:
From now on, you can access ForceManager with the same user and password you are already using for the rest of your Microsoft apps, thanks to a very smooth process and without the need to remember your credentials each time you want to access the platform.
Read our support article (link below) to understand this solution in more detail.
]]>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.
Until now, the experience using Quick Filters was fast and intuitive, but not all fields were available. From now on you can:
We have also added new features and other improvements in Android version 3.47:
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 |
We have also been working on improving your experience when managing documents through our document’s management solution through the following:
Multiselection of Documents and Folders to speed up the delete process so that your documents structure is always spotless!
Other improvements & features in our latest release Android 3.42.0 and iOS 3.24.0
You will now be able to select the exact position for the signature for any signee in the preview of a document to be sent for signature. You can also ask for multiple signatures on different pages, e.g. a privacy consent could be signed differently from the signature of the whole document.
Here are a few improvements/new features in our latest Web release 3.110.0:
Other fixes/improvements in the iOS version 3.22.0 and Android version 3.39.3:
Here are other updates in the Web 3.106.3 release:
Finally it’s here – “Pull to Refresh” in the Dashboard: if you want to update the Dashboard, super easy…pull down the screen and you’ll refresh the data!
Battery consumption: you should see battery consumption reduced up to 60% – hands up for our Android team on working hard on this and thanks for your feedback on this much needed improvement!
We have launched a better version of the “Contacts” module, designed through a new technology that will offer easier application usability. Making it faster and more intuitive for your users.
When adding a new contact, a pop-up window appears over your agenda so you don’t lose your contacts overview in any moment.
Now, besides being able to edit the information of your contacts quickly, you can also contact the person through the edition panel.
You will be able to massively update or delete any contact data. It will be as easy as adding filters and selecting the contacts you want update.
New features: Widgets for your Home screen, Scribble & Drawing support for iPad with Pencil, Quick Task/Event creation via voice on Calendar.
Find out more here ---> ForceManager for iOS 14 & iPad OS 14
]]>The Web App is showing off some major improvements. View your calendar and get notifications to plan your week with ease without changing applications. ForceManager streamlines everyday tasks for a better experience from home.
Click here to find out more: Instantly create and share Microsoft Teams video calls
· Various bug fixes and improvements: We constantly apply various bug fixes and improvements, in particular in this version we improved our exporting routines of accounts to Excel files and fixed a few bugs on our custom field filter.
]]>Discover each and every one of the new features available in the premium version: GoalManager 2.0
Discover more here: How to create customized views in Calendar?