1. Office 365 Integration Delivers Seamless CRM Experience for Sales Representatives in the Field
“By creating a fluid line of communication with Microsoft Office 365, ForceManager users can now quickly and easily access their client data or documentation simultaneously stored across both platforms.” – Oscar Macia, CEO, ForceManager
SITUATION
Microsoft Office 365 remains the go-to business software platform for many sales professionals, whether it’s leveraging insights from an Excel workbook or simply following up with a task stored on Outlook. However, without the appropriate integration, it can be difficult for sales reps to access this material from within their CRM. So should they be forced to migrate to a different system? Not in ForceManager’s opinion.
OFFICE 365 ISV:
ForceManager
WEB SITE:
LOCATION: Barcelona, Spain
ORG SIZE: 70 employees
OFFICE 365 ISV PROFILE:
ForceManager provides a mobile CRM and sales force automation software solution that helps increase sales activity and provides real-time insights for sales managers and directors. The solution offers both a desktop and native application for smartphones and tablets that tracks, records, and reports all customer data for field sales representatives.
SOLUTION
ForceManager chose to integrate its automated mobile CRM solution with Office 365 to enable sales reps in the field to access their Outlook Contacts, business-class Outlook Mail, ever-important Outlook Calendar and Task info, plus Word documents, Excel workbooks, and PowerPoint presentations directly from their ForceManager mobile CRM. The ForceManager solution automatically syncs Office 365 data and ForceManager data, enabling sales reps to access the most current information in both systems, eliminating the need for any manual re-entry, and offering sales reps easy access to Office 365 enterprise-grade productivity in the field – online or off.
BENEFITS
Office 365 integration enables ForceManager to offer a truly mobile first, cloud first solution that delivers on the promise of on-the-go productivity.
Integration with Office 365 means sales reps can access business-critical information all in one place without having to change systems.