AI TOOL PROFILE
Sage Sales Management Review: Mobile CRM for Field Sales
Pricing
Pricing is tiered into Essential, Starter, Professional, and Performance plans, some of which have minimum user and month requirements. A 15-day free trial is available.
At a glance
- Best for
- Field sales representatives, Sales managers, B2B sales teams, Inside sales teams
- Key use cases
- Field Sales Activity Tracking, Sales Pipeline Management, B2B Lead Coordination, Sales Goal Monitoring
- Integrations
- Microsoft 365, Microsoft Teams, Outlook, Exchange, Sage 50
- Official website
- Visit ForceManager official website
How AI is used
Sage Sales Management (formerly ForceManager) is a mobile-first CRM designed for B2B sales teams that spend time in the field. It focuses on logging activities and managing the sales pipeline through a mobile interface.
The tool is designed for sales representatives, inside sales teams, and sales managers who need a centralized hub for customer and opportunity data. It includes features to set activity objectives and provides dashboards for tracking team performance.
Buyers can use the software to coordinate geolocalized visits and integrate sales data with ERP systems or Microsoft 365. The platform also offers AI assistance to help summarize emails and analyze deals.
Buyers should verify which pricing tier is required for specific needs, as features like ERP integration, custom forms, and certain AI add-ons are available on the Professional and Performance plans.
Key Features
Mobile CRM
A mobile interface for logging calls, visits, and managing B2B customer relationships.
Sage Copilot
An AI assistant designed to provide email summaries, customer summaries, and deal analysis insights.
Sales Accelerator
Supports the setting and sharing of activity and sales objectives for individual reps and teams.
Geolocalized Visits
Allows users to pin sites, clients, and opportunities on a map to coordinate field visits.
Analytics Dashboards
Provides visual reports and widgets to monitor team progress and sales activity in real time.
Smart Voice Report
An add-on that allows sales reps to record report details using their voice.
Use Cases
Field Sales Activity Tracking
Logging B2B visits and customer interactions via mobile devices while in the field.
Sales Pipeline Management
Visualizing the progress of opportunities through a customizable sales funnel.
B2B Lead Coordination
Using geolocation to identify and prioritize nearby prospects and existing customers.
Sales Goal Monitoring
Assigning and tracking customized activity targets for sales representatives.
Integrations
- Microsoft 365
- Microsoft Teams
- Outlook
- Exchange
- Sage 50
- SAP Business One
- Zapier
- Make
- Google Workspace
- Zoom
- Mailchimp
- Zendesk
FAQ
What is Sage Sales Management?
- It is a cloud-based mobile CRM designed for B2B field sales teams to track activities, manage pipelines, and coordinate visits.
Does it offer a free trial?
- Yes, it provides a 15-day free trial through its web version or mobile app.
Which plan is right for teams needing ERP integration?
- Buyers needing ERP and custom integrations should confirm the Professional and Performance plans, as these are not available in the Essential or Starter tiers.
Can it be used on mobile devices?
- Yes, the software is available for both iOS and Android devices.
Source category: Sales
Source subcategory: CRM
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