Sage Sales Management Review: Mobile CRM for Field Sales
Sage Sales Management helps sales managers and field representatives coordinate B2B activities. It may be useful for teams that need to track geolocalized visits and manage sales pipelines from mobile devices.
At a glance
- Category
- Sales
- Best for
- Field sales representatives, Sales managers, B2B sales teams, Inside sales teams
- 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.
- 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
- forcemanager.com
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
A mobile interface for logging calls, visits, and managing B2B customer relationships.
An AI assistant designed to provide email summaries, customer summaries, and deal analysis insights.
Supports the setting and sharing of activity and sales objectives for individual reps and teams.
Allows users to pin sites, clients, and opportunities on a map to coordinate field visits.
Provides visual reports and widgets to monitor team progress and sales activity in real time.
An add-on that allows sales reps to record report details using their voice.
Use Cases
Logging B2B visits and customer interactions via mobile devices while in the field.
Visualizing the progress of opportunities through a customizable sales funnel.
Using geolocation to identify and prioritize nearby prospects and existing customers.
Assigning and tracking customized activity targets for sales representatives.
Best For
Integrations
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.
FAQ
It is a cloud-based mobile CRM designed for B2B field sales teams to track activities, manage pipelines, and coordinate visits.
Yes, it provides a 15-day free trial through its web version or mobile app.
Buyers needing ERP and custom integrations should confirm the Professional and Performance plans, as these are not available in the Essential or Starter tiers.
Yes, the software is available for both iOS and Android devices.
Source category: Sales
Source subcategory: CRM
