A great example of a CRM designed for this purpose is ForceManager
Posted: Thu Feb 20, 2025 6:55 am
Does your sales team spend all or most of its time in the field ?
In this case, you probably need a mobile CRM designed for this purpose:
Geolocation, which allows you to quickly find the accounts and opportunities closest to your current location.
Quick location-based check-in, so you can check in your visit with just a few clicks or swipes.
Built-in mapping and routing, so you don't need additional mapping software like Badger Maps .
Offline capabilities, as it is not always possible to have an internet connection in the field.
While today its website says it’s a CRM for the road and the office, until mid-2020 – a few months after the pandemic lockdown – it was entirely focused on being a CMS for field sales .
If your sales team doesn't send a lot of emails, doesn't denmark cell phone number list schedule appointments, and just knocks on doors —basically, if they're only productive when they're in the field—this is what you need.
If they do field visits but send emails and set up meetings in advance, using something like Salesflare may be a better alternative.
Features
ForceManager is designed with features that are geared toward field sales teams:
Geolocation Tracking : Find nearby accounts and opportunities based on your current location.
Recording Feature : Quickly record visits and activities with just a few clicks.
Mapping and Routing : Plan routes and optimize travel time between customer visits.
Offline mode : Access and update information without an internet connection.
Mobile-first design : Optimized for mobile use, it provides a seamless experience on smartphones and tablets.
The test run
When testing ForceManager, I immediately appreciated its mobile-centric approach. The app is user-friendly and intuitive, making it easy to record visits and updates on the go. The geolocation feature is particularly useful, as it allows me to identify nearby clients and navigate to them efficiently.
The recording feature makes it easier to record activities, and the offline mode ensures that work continues seamlessly even without a reliable internet connection. However, the desktop interface feels less polished than the mobile app, indicating that more emphasis has been placed on mobile usability.
Overall, ForceManager is a great tool for field sales teams, offering essential features for managing sales activities on the go. Its mobile-first design and geolocation capabilities are notable features, although the desktop experience could be improved.
In this case, you probably need a mobile CRM designed for this purpose:
Geolocation, which allows you to quickly find the accounts and opportunities closest to your current location.
Quick location-based check-in, so you can check in your visit with just a few clicks or swipes.
Built-in mapping and routing, so you don't need additional mapping software like Badger Maps .
Offline capabilities, as it is not always possible to have an internet connection in the field.
While today its website says it’s a CRM for the road and the office, until mid-2020 – a few months after the pandemic lockdown – it was entirely focused on being a CMS for field sales .
If your sales team doesn't send a lot of emails, doesn't denmark cell phone number list schedule appointments, and just knocks on doors —basically, if they're only productive when they're in the field—this is what you need.
If they do field visits but send emails and set up meetings in advance, using something like Salesflare may be a better alternative.
Features
ForceManager is designed with features that are geared toward field sales teams:
Geolocation Tracking : Find nearby accounts and opportunities based on your current location.
Recording Feature : Quickly record visits and activities with just a few clicks.
Mapping and Routing : Plan routes and optimize travel time between customer visits.
Offline mode : Access and update information without an internet connection.
Mobile-first design : Optimized for mobile use, it provides a seamless experience on smartphones and tablets.
The test run
When testing ForceManager, I immediately appreciated its mobile-centric approach. The app is user-friendly and intuitive, making it easy to record visits and updates on the go. The geolocation feature is particularly useful, as it allows me to identify nearby clients and navigate to them efficiently.
The recording feature makes it easier to record activities, and the offline mode ensures that work continues seamlessly even without a reliable internet connection. However, the desktop interface feels less polished than the mobile app, indicating that more emphasis has been placed on mobile usability.
Overall, ForceManager is a great tool for field sales teams, offering essential features for managing sales activities on the go. Its mobile-first design and geolocation capabilities are notable features, although the desktop experience could be improved.