ForceManager Mobile CRM Software

Pros

Works offline, Syncs simply across platforms and devices. Very few issues. Ties all users data together.

Cons

Slightly different views and actions available on Ipad/Iphone/Web versions, which is slightly confusing. Also be great to have prompts to remind that you haven't contacted someone in a set time frame.

when teh mapping was working, it was helpful to plan a route for a sales rep. Though it is cumbersome because you can't select a group and assign an event ( so each of 15 accounts gets assigned a "Delivery" on Tuesday, for instance.

Pros

I like the geo location feature-but it's not working.
The user interface is intuitive and it's relatively easy to learn how to use it.
It's ease of use, ease of learning., user interface on mobile

Cons

Geolocation stopped working. There is a glitch that affected the geolocation on accounts that were already geolocated. Support tried to fix by geo-locating every account but now it's worse on both mobile and desktop. This is critically important feature.

Syncing issues: We have also had issues with syncing. We have done all the suggestions-and still have not gotten the sync to work. This has resulted in critical data lost.

Routing: has a limit of 8 stops per day. We must have this lifted needs to be turned off. We do not need it to

Importing: We need to be able to import new lists for new areas that we are expanding into, or new chain store locations that we are newly approved.

Imported lists need to be geolocated in bulk.

Bulk List adjustments: We need to be able to select a group of accounts, or contacts, and upgrade a field in bulk.

Data on customers. Being able to add objects. Geolocation.

Pros

Check-in ability helps me keep up with my weekly report for who i seen for the week. I love being able to see it under activities.

Cons

It's hard for me to see sales analytics because we sell through distribution. I work with several distributors and i mark each account by who sells to them.

To remind myself to sort out my commision payments.

Pros

The calender intergration with the accounts and business opportunities. This is very helpful also the fact that the fields are not restrictive so you can create your own search features in titles eg Q1 2018 this enables quick checks of what you have generated and due to the opportunities form you can monitor how close you are to success. The contact and the address details are a great help.

Cons

The biggest con is the address fields not having country style settings. In Spain the number of a property comes after the street, in the uk its the other way round. The search for property info is helpful but difficult as it requires postcode info for it to be accurate and then it can sometimes type up the wrong address by a road.

Pros

Very easy and clear. It´s very necessary for our daily job. For the CEO and for our agents. The map is incredible.

Cons

Nothing. I think the post seller service is very fast for think in our possible necessary things for the future. iOS and Force Manager are matching perfectly.

Pros

Mobile app friendly. I am on the road all day, and working on the app makes my job that much easier.

Cons

I wish there was a way to put the addresses in for new contacts and it still tell you the distance. Right now, you have to be at their location to add the address this way.

Increasing sales metrics (leads, prospects and conversions), enhancement of sales team and goals tracking.

Pros

Highly focused to field sales. Inbound marketing fashion discriminates field salesmen but not in the case of Force Manager that its an application for field sales created by field salesmen (nearly sure about this).

Cons

Worst feature is usability. Due to multi platform support from the manufacturer, user interface its far from excellence.

Better tracking of sales person activity

Pros

The ability to track sales staff activities, and for them to upload customer documents & photos to share with other staff.

Cons

Lack of "notifications" when documents etc are added to a particular customer. It would be nice if you could set up an email notification when a sales person or support staff add documents to a particular client.

Pros

We enjoy the CHECK IN feature and the CALENDAR schedules. I use a lot also the map with the filters.

Cons

I would like insert the customers that I want visit today and have an automatic itinerary . I would love connect it with Tradegecko so I can see also the sales of each customer.

Fast effective sales strategy. All accounts are visible.

Pros

It meets our company needs almost exactly. Our focus with clients has never been better. We know where they are and who they are and when to contact them. Our whole sales strategy has changed after implementing Force Manager.

Cons

It is a closed system, so changes have to go through the support team, this is ok bu there are a few elements that I would like to be in charge such as user rights. Would be nice to integrate into other online platforms such as mailchimp etc.

Visibility of what is happening with our accounts along the sales cycle.

Pros

Adaptability, speed and ease of use, the look and feel through the app and customer support. I have found it very useful so far for my team and fully expect it to get better and better the more we use it.

Cons

Some initial bugs, but overall nothing that I don't really like about it. There have been some location issues in terms of where the app thinks we are, but that has been resolved.

Pros

A very good tool for the daily work. Easy to organice tasks, work teams, activity, locations etc..

Cons

License.

Advice to Others

Nothing more.

I've been using ForceManager for more than 5 months and It actually improved the way I work.
As a self eployed I used other CRM tools but this one fits in my daily workflow, helping me have access to all my clients and see when was the last time I visit them and what I talked about with them.
Just really helpfull to keep me even more motivated when I built relationships with them.

Pros

Hassle free when start using it in your daily habits

Cons

None so far, maybe that the Android version looks a bit different than the one on my iPad but I mostly use my iPad.

I've just started using ForceManager as a freelance and it's amazing how many possibilities offers to its users. All my information is now organised and automated, and I can access to it anytime, so no more worries.

Pros

Automated updates and information wherever you are

Cons

Nothing for the momento

I've been using ForceManager since 2013 and I can only say good things about this platform. I've tried other CRMs but they all lack the sales manager or sales rep approach.
It helps you focus on what really matters: your clients.

Pros

Easy to use on iPad and a web version for when you are on the computer.

Cons

sometimes the geolocalization doesn't work perfectly, but it always depends on the reception from where you are.

ForceManager is the tool HUNE has long been in search of, with a view to fully measuring the efficiency of our sales team. We are very happy with the application, as is our sales team, since it saves them a great deal of time in terms of reporting

Thanks to ForceManager, we can ascertain the effectiveness and conversion rate of the promotional campaigns we design for our network in real time.