ForceManager (Sage Sales Management): identify callers in Webex

CRM · all sectors · Spain

If someone calls whose number is in ForceManager (Sage Sales Management), the Webex sidebar gives their name – before you pick up. The lookup happens in your own ForceManager (Sage Sales Management), at the moment of the call. With ForceManager (Sage Sales Management), the company is added.

The phone rings Incoming call
Webex reports the number
Haus iT Caller ID standardises it
Your ForceManager (Sage Sales Management) looks it up Your customer data stays here
The sidebar names the caller

About 250 milliseconds from ring to name, measured on 03/09/2026 across 25 numbers that had never been looked up before. Not a single lookup took more than 400 milliseconds – the threshold at which a person starts waiting.

What the ForceManager (Sage Sales Management) connector delivers

Finds by phone number – yes When the phone rings, the caller's number is looked up in this system. That is the basic service; without it there would be no connector.
Finds by name – yes You can also type a name into the Webex tile's search bar. Without this capability the connector only answers the question “who is calling”.
States the company – yes The company the caller works for is added to their name – provided it is maintained in the system.
States the customer number – no The customer number from the system appears alongside. Anyone who can see it before picking up does not have to ask for it.
Links into the record – no A click in the tile opens the record in the system itself – no searching, no signing in.

These details are not maintained by hand; they are read from the same description the query itself runs on. They therefore cannot go stale without the connector changing with them.

How the query works

When the phone rings, Webex reports the number to the portal. The portal queries your ForceManager (Sage Sales Management) with it – using the credentials your company has stored for that purpose – and returns what it found. There is no nightly sync and no copy of your customer base with us.

The result is cached so the same number is not queried on every call: hits for 14 days, unsuccessful queries for 24 hours.

What you need in ForceManager (Sage Sales Management)

Public Key
Private Key secret

The portal walks you through where to find these details in your system step by step during setup.

The connector is set up once for the whole company. Which employee may then use the Webex tile is decided by management or the IT lead in the portal – the tile is billed per user, which is why set up does not mean released.

Limits of this connector

ForceManager (Sage Sales Management) does not provide a customer number over this interface. The line then stays empty – it is not guessed.
A click into the record is not possible with ForceManager (Sage Sales Management): the system provides no address at which the contact could be opened.
A contact system knows customers – not suppliers, not public authorities, not tradespeople. For everything that will never be in there, the portal has its own number book.

When you place the call

You type a name into the tile's search bar – ForceManager (Sage Sales Management) returns the phone numbers stored there, and one click has Webex dial.

The search bar type a name
Your ForceManager (Sage Sales Management) returns the numbers Your customer data stays here
The tile shows each one
Webex dials on one click

The path of an outgoing call in four steps: you type a name into the tile's search bar, Your ForceManager (Sage Sales Management) returns the phone numbers stored there – the customer data stays there – the tile shows each number separately with its label, and one click has Webex dial.

Every stored number appears on its own, with its label – office, mobile, private. Otherwise someone who called from a mobile gets a callback to the desk they are not sitting at.

Dialling is done by the Webex client. The portal opens no connection – it hands the number to your operating system, which passes it on to Webex.

Dialling from inside ForceManager (Sage Sales Management) – clicking a phone number in the system itself – is not possible. The connector reads in your system and writes nothing into it; nothing is installed on the workplaces. If you need it the other way round, Haus iT TAPI gets you there.

What it looks like

The tile during a call: company, contact, customer number and a button to open the record in the CRM. — The Webex sidebar during an incoming call. The screenshot is from live operation; which lines are filled for ForceManager (Sage Sales Management) is stated in the table above.

Questions about ForceManager (Sage Sales Management) and Webex

How do I see who is calling in ForceManager (Sage Sales Management)?

You do not see it in ForceManager (Sage Sales Management) but in Webex: Haus iT Caller ID looks the number up in your ForceManager (Sage Sales Management) while the phone rings and shows the result in the sidebar of the Webex client – before you pick up.

What appears in the tile then?

Always the caller's name. Plus the company, provided it is filled in on the record. This system offers no link into the record.

What does the ForceManager (Sage Sales Management) connector need?

These details: Public Key, Private Key. The portal shows you where to find them in ForceManager (Sage Sales Management) during setup.

Is my customer data copied?

No. The question goes straight to your ForceManager (Sage Sales Management), at the moment of the call. No copy of your customer base is created here, and no call content is processed.

What happens if the caller is not in ForceManager (Sage Sales Management)?

Then they stay unknown for now – a contact system knows customers, not suppliers or public authorities. That is what the portal's own number book is for: once someone is named, they are identified from then on.

What does it cost?

The portal with overview, call list and number book is free, with no limit on workplaces. The Webex tile is billed per user per month.