The firm says the offering is the first Sales Enablement tool to combine plan data intelligence with a robust CRM.
ForceManager, one of Europe’s fastest growing SaaS companies, and ERISApedia, experts in Form 5500 data mining and analysis, have launched ForceManager 5500, an integrated sales enablement tool designed for financial advisors selling retirement plans and benefits, and TPA firms catering to advisors.
According to a press release, ForceManager 5500 makes it possible for advisors to analyze, search, and visualize geolocated plan sponsors from within the CRM, for a better prospecting experience. With high user adoption rates, and a user friendly interface optimized for WebApp and Mobile, the technology adds a new dimension to retirement sales, serving as a personal assistant for advisors, complete with in-app video conferencing, data intelligence, plan warnings and powered by artificial intelligence.
ForceManager 5500 is also fully customizable and available to enterprise companies such as DCIOs, record keepers and TPAs looking for value-add solutions to bring out to the field. ERISApedia has been tapped as the exclusive data provider to integrate Form 5500 data intelligence, analysis and reports with ForceManager’s state of the art CRM.
ForceManager 5500 was created in collaboration with industry veterans Louis Ritchie and Barry Levy at 401(k) Helpdesk, whose combined expertise played a critical role in customizing the sales enablement tool for the retirement plan industry.
ForceManager 5500 is available for both iOs and Android and can be purchased directly by advisors online. More information is available at https://try.forcemanager.com/5500/
