Campaigns is a sales coordination feature within the ForceManager (Sage Sales Management) platform. It enables organizations to define, manage, and monitor structured sales campaigns linked to customers, products, and activities. The feature supports the execution of commercial initiatives by distributing campaign objectives to sales teams and tracking their completion through real CRM data. Campaigns help ensure that promotional efforts, product launches, and commercial actions are executed consistently and measured accurately.

Key Features

Campaign Creation and Management

Structures commercial initiatives.

• Define campaign objectives and scope
• Set timelines and responsibilities

Customer and Product Targeting

Links campaigns to relevant entities.

• Assign campaigns to specific customers
• Associate products or services with campaigns

Activity Tracking

Monitors execution in the field.

• Track visits, actions, and outcomes
• Measure completion against objectives

Progress and Performance Monitoring

Evaluates campaign effectiveness.

• Real-time visibility into execution status
• Performance indicators based on CRM data

Team Coordination

Aligns sales teams on shared initiatives.

• Distribute tasks across users
• Ensure consistent execution

Benefits

Consistent Campaign Execution

Ensures initiatives are applied uniformly.

• Standardized actions across teams
• Reduced execution gaps

Improved Visibility into Results

Measures real campaign impact.

• Clear tracking of activities and outcomes
• Data-based evaluation of effectiveness

Better Sales Focus

Guides sales teams on priorities.

• Clear instructions on campaign actions
• Reduced uncertainty in execution

Higher Managerial Control

Supports supervision and follow-up.

• Monitor progress at individual and team levels
• Identify delays or underperformance early

Increased Commercial Effectiveness

Aligns campaigns with real customer actions.

• Stronger connection between planning and execution
• More reliable campaign outcomes