Introduction and Objectives
In this training, you will gain a comprehensive understanding of ForceManager’s basic functionality. You’ll acquire practical knowledge about using and customising the platform, which will help you become proficient in its features and maximise its potential.
Course Highlights
Understanding ForceManager: In this first section, you will learn about ForceManager’s capabilities and the advantages it brings to managing daily tasks.
Acquiring Functional Knowledge: Explore ForceManager's essential tools and how they enhance your efficiency.
Identifying Customisable Features: Learn about features that can be tailored to meet specific needs.
Tool Personalisation: Find out how to customise ForceManager to suit your business requirements.
Add-ons and Integrations: Discover the add-ons and integrations available with ForceManager, and access resources to optimise its use.
Now that the course has been introduced, we invite you to watch the following videos to delve into each of these points and get the most out of ForceManager.
What is ForceManager?
ForceManager is a sales management software designed for flexibility across various social, business, or personal settings. Available on mobile, tablet, and computer, it allows you to work seamlessly whether on the road, at the office, or from home.
Key Features
Multiplatform Access: Log in with the same account on mobile, tablet, or computer.
Secure and Reliable: Operates online with cloud storage, ensuring no data loss, even if coverage is lost.
User-Friendly: Intuitive design and consistent menu layouts make it easy to navigate.
Main Benefits
Geolocation: Provides real-time contextual information about clients.
Voice Recognition: Allows you to report a visit in under a minute.
ForceManager is available in seven languages, including Spanish, English, French, Portuguese, Italian, German, and Russian.
Why Choose ForceManager as a Sales CRM?
ForceManager is developed by a multicultural team supporting clients globally, from Spain to Mexico, Italy, and Germany. Each platform version is crafted to support the complete sales cycle, whether you work on the go, from home, or in an office.
With ForceManager, you can efficiently manage your sales network from anywhere, securely and conveniently.
The Dashboard
Dashboard Overview
When we access the application, the first menu we encounter is the Dashboard. This is the main screen that you will see when logging into ForceManager from any mobile device. Here, you can view the most relevant information related to your daily tasks. Firstly, you can set your personal goals and then track their progress, allowing you to self-regulate your work at any time.
Tracking Progress with the Magic Card
To the right of your goals, you’ll find the Magic Card, a smart card that provides key information about your next visit. It tells you whom you’re meeting with, the time, the estimated travel duration, and offers quick access to the contacts involved. It also gives real-time directions to help you reach the event on time.
To see directions, tap on the Route button and select the app you want to use for navigation. After completing the visit, you can also record it using the check-in button. When you’re within 500 metres of the company you’re meeting, the check-in button will activate, allowing you to log the visit in under a minute.