Source of truth for orders
Connect
SPIRITT
ForceManagerForceManager
Field sales data that stays right
SPIRITT keeps ForceManager aligned with the systems behind every sale. It maps your external IDs, updates orders, lines, products and accounts, and clears out records that no longer belong.
What you can do with ForceManager.
Orders that match the ERP
Update amounts, dates and status on each order by its mapped ForceManager ID as your back office changes them.
Price lists applied everywhere
Push approved prices, costs, discount limits and availability to products, then correct the order lines that depend on them.
A CRM reps can trust
Fix account details, check-ins and saved views, and remove confirmed duplicates and obsolete values.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for the sales operations you want kept in order.
02
Connect ForceManager
Connect ForceManager with access to the accounts, orders and products the mission touches, plus your ERP or price-list source.
03
Delegate an outcome
Name the source of truth and the records to change. SPIRITT maps IDs, applies the updates and reports exactly what changed.
Hand over a mission.
Choose a mission. Make it yours.
Put ForceManager to work.
Field sales data that stays right
Questions
ForceManager, with SPIRITT.
01Which ForceManager records can SPIRITT change?+
Existing activities, companies, products, sales orders and order lines can be updated. Activities, companies, contacts, orders, order lines, saved views and master-data values can be deleted by ID.
02How does it find the right record?+
By ForceManager ID, or by external ID for accounts, contacts, products and activities. Orders and lines are matched through your ID mapping, so updates stay exact.
03Which order details can it update?+
Amount, account, contact, address, branch, currency, closing dates, comments and archive status on orders, plus price, quantity, product and up to four discounts on each line.
04Can it maintain the product catalog?+
Yes. Price, cost, model, description, category, family, maximum discount, availability and custom fields can be updated per product.
05Can it keep ForceManager in step with our ERP?+
Yes. On a schedule it resolves ERP codes for products, accounts and contacts, updates orders and lines by their mapped ForceManager IDs, and logs every change.
06Can it fix rep check-ins?+
Yes. Activity date and time, check-in type, check-out time, linked account and contact, comments and geocode fields can be corrected on existing activities.