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Forcemanager

Use Forcemanager with AI Agents

forcemanager.com

Smart sales force automation platform that streamlines field sales management and boosts productivity through real-time CRM and AI-driven insights

Sales AutomationOne click sign inVerified

ForceManager is a sales force automation platform designed primarily for mobile and field sales teams, especially in small to medium-sized businesses. It centralizes customer communication and sales activities, enabling users to manage contacts, sales pipelines, leads, tasks, and territories efficiently from anywhere. The platform features real-time CRM capabilities with geolocation and voice identification to reduce manual reporting and increase time spent on selling. It also offers customizable dashboards, sales forecasting, and workflow automation to enhance decision-making and sales performance. By integrating email, calendar, and document management, ForceManager helps sales teams prioritize high-value tasks and improve customer engagement.

AI Agent use cases for Forcemanager

An autonomous AI agent can leverage ForceManager to automatically update and manage sales pipelines by analyzing real-time data and predicting deal closures, thus optimizing sales forecasting. It can use geolocation data to plan and prioritize field sales visits efficiently, reducing travel time and increasing customer engagement. Additionally, the agent can automate routine reporting and activity tracking by transcribing voice notes and logging communications, freeing sales reps to focus on closing deals.

Agent Actions with Forcemanager

These are the specific actions that AI agents can perform with this tool

Create Opportunity

Creates a new business opportunity record in ForceManager with specified details.

10 inputs

Find Contact

Search for an existing contact in Forcemanager using email, name, or phone number to quickly retrieve contact details.

4 inputs

List All Users

Retrieves a comprehensive list of all users registered in the Forcemanager application