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Mobile CRM
The best mobile sales experience.
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A complete and easy-to-use solution for sales B2B.
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Make your sales reps work easier with a powerful assistant.
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Set and share activity and sales objectives with your team.
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Dashboards and information to make better decisions.
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Get to know the sales CRM for teams on the move.
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GoalManager
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ForceManager 5500
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DAS
Improved sales in the insurance sector by 30%
Fedefarma
Reduced comercial reporting time by half.
Bare Metal Standard
Increased sales figures by 19%.
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Get to know our partner program and grow with us.
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Ebooks & Whitepapers
Sales forescasting, reporting, coaching and more.
Blog
High impact articles for business and sales.
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Free eBook
Learn the techniques of the best sales managers to develop sales forecasting.
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Featured Post
In our last article of the year, we have an important message for sales teams. And a number: 4,070,340.
2 min read
Editor's Choice
9 min read
Newsletter
Subscribe to our newsletter to receive sales tips and strategies straight to your inbox.
Discover the new AI-driven features of our CRM for salespeople. Now available in all our plans at no extra cost.
4 min read
Welcome to our new look and feel! We’re thrilled to announce the launch of a fresh and innovative website that showcases our sales CRM.
6 min read
HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.
1 min read
The ForceManager 5500 mobile app is Uber for retirement plan prospecting.
Get Started with ForceManager
Improve your sales team’s performance
MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.
In this guide, we will see an easy example in which we connect ForceManager with Slack.
Via Google Sheets and Zapier you can easily setup a process that will allow you to fill a spreadsheet when a new account is added to ForceManager.
Via HubSpot and Zapier you can easily create your form and stick it to ForceManager, to skip the process of inserting manually those leads into the CRM.
When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.
3 min read
There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.
How are you currently tracking retirement plan leads and opportunities?
Chuck Hammond, Chief Digital Officer and Co-Founder at The 401(k) Study Group® discusses the importance of relationships to stay competitive in the 401(k) space in 2021.
ForceManager 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM
One of the most important aspects for any business transitioning to remote work is ensuring that all data remains safe and secure.
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