How it works
- Connect your systems. One admin, or a dedicated integration user, connects your CRM with read-only access. Ad platforms, analytics and Slack can be added one by one, and each can be switched on or off. Force Insights can’t change, delete or send anything in your systems.
- Check the field mapping. Every company names its fields and statuses differently. Force Insights suggests the mapping automatically, and you confirm or adjust it: which status means “in contact”, which stages count as won, and so on.
- Set up your teams. Group your sales reps into teams and invite managers and reps. Each person sees exactly what they should.
- Watch the dashboards and get alerts. Data syncs automatically every day, and you can sync on demand.