Sage, a global leader in accounting, finance, human resources, and payroll technology for small and medium-sized enterprises, and ForceManager, a leading CRM solution for mobile sales teams, have announced a significant new step in their collaboration: the incorporation of ForceManager’s Sales Artificial Intelligence into Sage 200 through a new native CRM module. This efficient and streamlined integration transforms what used to require months of work and significant investments into a process that can now be accomplished in minutes. As a result, sales representatives and sales managers have access to a powerful tool that accelerates sales and seamlessly integrates with their existing ERP data. This development represents a further step in the strategic alliance that began with the native integrations with Sage 50, taking the integration between both platforms to the next level.
Designed to radically transform the sales approach, this integration uses Artificial Intelligence to provide detailed and profound data analysis, offering crucial insights for strategic decision-making, achieving goals, and continuously improving sales processes. Now, users can obtain a comprehensive view of their customers’ status in seconds, thanks to an intuitive and conversational user interface similar to ChatGPT.
This artificial intelligence tool can generate draft responses for customers, executive summaries, chronological activity summaries, effectively plan activities, and streamline visit reporting using voice commands from mobile devices. The native integration with Sage 200 data maximizes its use, providing users with key information on top-selling products, related offers, billing and sales, and even generating interactive charts from anywhere.
This complete fusion of ERP and CRM – in addition to integrating AI for sales – provides a complete view of the business, covering both historical financial aspects and future projections based on sales information. It automatically and efficiently synchronizes all relevant Sage 200 information, ensuring that critical information related to sales, customers, billing, and products remains updated in real-time between both systems. It offers sales teams a powerful and indispensable tool to improve their efficiency and productivity, minimizing potential management errors with relevant updated information always available.
The strategic alliance between Sage and ForceManager brings an additional crucial benefit: providing sales teams with the agility and power of Sage 200 in the realm of mobility through ForceManager CRM. This synergy enables the automatic creation and validation of offers on mobile devices, leveraging Sage 200 information. This way, sales teams not only benefit from the comprehensive capabilities of Sage 200 but also from the flexibility and accessibility provided by ForceManager, facilitating dynamic and efficient management of commercial operations anywhere and anytime.
Additionally, ForceManager’s functionality for Sage 200 offers managers not only advanced tools to increase the visibility and activity of their sales teams but also to effectively track sales targets. Intuitive dashboards and integrated analytics enable sales managers to make more informed strategic decisions based on real-time data. With the ability to create, manage, and monitor specific sales campaigns and adjust commercial strategies dynamically, this new native CRM module becomes a crucial strategic ally, improving the management and performance of sales teams in an increasingly mobile and connected environment.
Oscar Macia, CEO of ForceManager, emphasizes the importance of this collaboration: “We are delighted to strengthen our alliance with Sage. This integration is a clear example of how Artificial Intelligence can enhance commercial capabilities and bring companies – especially in Spain – to new heights of efficiency and success.”
Jose Luis Martin Zabala, Managing Director of Sage Iberia, comments that “this agreement is a clear example of how the Sage ecosystem continues to grow with the addition of companies with high innovation capacity that share the same philosophy as Sage: Helping to break down barriers that prevent companies and professional firms from growing and becoming more efficient.”