Sage Sales Management

Sage Sales Management is a mobile-first CRM platform designed to simplify sales operations and maximize productivity for field sales teams. Formerly known as ForceManager, the software empowers sales representatives with real-time access to contacts, opportunities, calendars, and performance data—directly from their smartphones or tablets.

By combining an intuitive user interface with powerful automation and AI-driven insights, Sage Sales Management ensures that sales professionals spend less time on admin tasks and more time engaging with clients and closing deals.

Key Features

• Mobile CRM
  Fully optimized for mobile use, the CRM app offers a seamless experience for sales reps on the move. Access customer profiles, view tasks, schedule visits, and update deals in real time via Android or iOS devices.

• AI Sales Assistant
  The built-in AI assistant helps sales reps by analyzing interactions, summarizing communications, suggesting next steps, and offering personalized insights to improve negotiation and closing strategies.

• Geolocation & Route Planning
  Integrated geolocation tools allow users to visualize customer locations, plan optimized routes, and check in at client visits with one tap. This is ideal for maximizing efficiency on the road.

• Offline Access
  Access all essential CRM data even without an internet connection. The platform automatically syncs when a connection is re-established, ensuring sales reps never lose momentum.

• Sales Pipeline Management
  Create and manage sales opportunities, monitor deal progress, and prioritize actions using an intuitive drag-and-drop pipeline view. Managers can review team pipelines and intervene when needed.

• Performance Tracking & Goal Setting
  Set individual or team-based sales targets. Monitor progress with live dashboards, customizable KPIs, and detailed activity logs. Managers can coach based on data-driven insights.

• Custom Reports & Analytics
  Generate custom sales reports, activity summaries, and performance analytics. Share insights with teams and stakeholders to refine strategies and improve forecasting accuracy.

• Seamless Integrations
  Connect with ERP systems, Microsoft 365, email clients, and other tools to unify workflows and reduce data silos. The open API allows flexible integration with other business systems.

Use Cases

• Sales teams in construction, manufacturing, or distribution needing real-time access to customer data during site visits.

• Healthcare product sales reps who require offline functionality and easy access to contact history.

• Sales managers looking to improve visibility, set goals, and coach their teams more effectively.

• SMBs and enterprises aiming to transition from spreadsheets or outdated CRM tools to a mobile and AI-powered solution.

Benefits

• Boosts sales rep productivity by reducing time spent on manual data entry.

• Increases deal closing rates with better sales insights and activity tracking.

• Enhances collaboration between team members and management.

• Offers scalability for growing sales teams across different regions and industries.

• Improves sales forecasting accuracy through real-time reporting and AI suggestions.

Why Choose Sage Sales Management?

Sage Sales Management delivers an advanced yet user-friendly CRM experience tailored specifically for field sales environments. With high adoption rates, powerful mobile features, and industry-specific benefits, it provides a competitive edge for teams looking to modernize their sales operations.

Whether you're managing a small team or a global sales force, this CRM offers the tools, mobility, and intelligence needed to grow revenue and strengthen customer relationships.