New Age Sales Force Automation for Financial Service providers.

Streamline and personalize your sales process across lines of business, products, geographies, accounts and channels.

MarketForce One is ideal for:


Insurance Agencies

MicroFinance Institutions

Why MarketForce One is right for you

Whether you are a  small, or corporate financial institution, with MarketForce One you can boost revenue with guided selling, increase visibility with real-time reports, and improve customer service across all channels, including telesales.

MarketForce For Sales Agents

Mobile-based android app
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Customer Relationship Management.

Manage your leads and opportunities through real-time lead entry, follow-ups, and closing. Have a complete view of your customers, including credit limit & terms, sales turnover, and aging.

Real-time quotations and proposal generation.

Give real-time quotations to your customers and generate a tailor-made proposal directly on the field through built-in customizable calculators.

Market Intelligence and Customer Feedback Collection

Use customizable surveys to gather detailed market insights, segment your customers, predict your competitors’ moves, and collect data on customer needs and preferences.

Information sharing & data access.

Stay up-to-date with critical data wherever you go on your mobile devices.

Real-time Commission and Target Management.

Keep track of your current performance vs set targets, as well as of the commissions accumulated, at any time and wherever you are.

Offline Mode.

Use MarketForce both online and offline, as with our solution you are able to keep working even with no Internet connection.

MarketForce For Managers and Executives

Cloud-based web dashboard
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Product Portfolio Management.

Access to full product portfolio, with cost calculators, targets and commissions.

Territory & Route Management

Easily define, plan, administer, analyze, and change sales territories and routes to match your sales organization needs, no matter how complex it is or how frequently it evolves.

Customer & Sales Agent Geolocation.

Know the location of your customers and sales agents at any given time thanks to our GPS feature.

Incentive Management.

Easily manage complex commissions or incentive plans based on goals and targets assigned to a team or a sales agent.

Salesforce Performance Reports.

Get a real-time view into your team’s forecasts and analyze your sales better, including your employee performance.

Sales Forecasting and Analytics.

Get a real-time picture of your business at a glance and use sales reporting tools to analyze sales pipelines, perform win-loss analyses, create historical trend analyses, and more.

Inventory management

Manage all the material needed from your sales agents, including forms and documentation. Have a complete overview of your stores and suppliers.

Data Integrity and Security.

With MarketForce, you can be certain your customer database has valid data and is free of duplicates. Furthermore, all the documents and information stored are protected from unauthorized access and backups provide vital records and disaster recovery protections.

Possible integrations with other solutions.

Integrate MarketForce with your ERP system, accounting software, and more, so to guarantee a seamless flow of data and information throughout the whole organization.

Talk To An Expert

Kindly schedule some time with our friendly team to talk or get a demo of MarketForce

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