ForceManager
Field reps need account details before walking into meetings, not after. Your AI agent pulls company info, logs sales activities, retrieves product catalogs, and updates orders directly in ForceManager. Sales data flows in real time so your team stays informed and your CRM stays accurate, even on the road.
Your AI agent connects to ForceManager's sales infrastructure, giving field reps and managers instant access to accounts, activities, products, and orders without opening the app.
ForceManager
Watch how field sales teams use AI agents to access ForceManager data on the go, log activities instantly, and close deals faster without manual CRM updates.
A sales rep is five minutes from a client's office and needs a quick briefing. They ask the AI Agent for the latest on this account. The agent pulls the company profile from ForceManager, including recent activities, open orders, and the assigned sales rep. The rep walks in prepared with context, recent order history, and talking points. No fumbling through the app in the parking lot.
After a productive client lunch, the rep messages the AI Agent with a quick summary of what was discussed. The agent logs the activity in ForceManager with the correct account, contact, activity type, timestamp, and GPS location from the check-in. The manager sees the update immediately in their dashboard. CRM stays current without the rep spending 10 minutes on data entry.
A client says they want to double their order quantity during a phone call. The rep tells the AI Agent to update the sales order. The agent modifies the order lines in ForceManager with the new quantities and recalculated pricing. The client receives an updated confirmation before the call ends. Deals move forward at the speed of conversation.
ForceManager
FAQs
ForceManager uses a signature-based authentication system. You provide your public key, private key, and a generated SHA1 signature. The agent sends these as X-FM-PublicKey, X-FM-Signature, and X-FM-UnixTimestamp headers with every API request. This ensures secure, verified access to your ForceManager data.
Yes. The agent retrieves company records by ID and can access all companies visible to the authenticated API user. Branch ID, segment, and sales rep assignment are all available fields. Visibility depends on the permission level configured for your ForceManager API credentials.
The agent supports all ForceManager activity types including check-ins, calls, meetings, and custom activity categories. Each activity can include linked accounts, contacts, opportunities, timestamps, comments, GPS coordinates, and check-in/check-out times. Activity type IDs correspond to your ForceManager configuration.
No. Tars queries ForceManager's API in real time during conversations. Company profiles, activity logs, product catalogs, and order details are fetched live and used only for the current session. Your sales data remains entirely within ForceManager's infrastructure.
Yes. The integration includes a product update endpoint that modifies price, cost, category, family, description, availability status, and maximum discount. The agent updates these fields by product ID, keeping your ForceManager product catalog accurate from conversational commands.
ForceManager's mobile app requires navigating screens and filling forms. With Tars, reps describe what they need in natural language and get results or confirmations instantly. Logging an activity goes from a 10-step form to a quick message. The app and the AI agent complement each other for different workflows.
Yes. The integration includes ForceManager's internal ID mapping endpoint. If you sync data from external systems, the agent can look up the ForceManager internal ID for any entity type, including Company, Contact, Product, Activity, and more, using the external system's identifier.
The integration handles this gracefully. ForceManager sometimes returns HTML from certain gateway endpoints. The agent detects non-JSON responses, retries with alternative base URLs, and if all attempts return HTML, it reports a clean 'not found' result instead of crashing. Multiple fallback strategies ensure reliable data retrieval.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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