Forge For Enterprise Sales Teams
Bring clarity to complex sales processes.
Forge serves as a strategic layer on top of your CRM, helping enterprise sales teams untangle layered buying groups, build stakeholder trust, and close deals faster.
Empower sales teams to
focus, anticipate, and scale.
Navigate deals with ease.
Enterprise sales require managing multiple stakeholders and navigating intricate decision-making processes.
Forge simplifies this with the Warmth Scorecard by mapping key contacts, identifying hidden influencers, and scoring relationship warmth—giving your team the clarity needed to drive deals forward.
Shorten lengthy sales cycles.
Don’t let your deals stall. Forge accelerates enterprise sales by surfacing actionable insights that show your team exactly what to talk about with each stakeholder.
From shared interests to recent interactions, Forge equips your team to spark meaningful conversations, build trust faster, and keep deals moving forward.
Build stronger relationships across accounts.
Forge empowers your team to manage relationships at scale. With personalized insights and curated updates, your reps can deliver tailored experiences that build trust and turn connections into lasting partnerships.
Why Forge is Built for Enterprise Sales Teams
Never Miss a Detail
Forge’s calendar-notes syncing keeps your team prepared by syncing key client profiles directly to your calendar. Notes like decision-makers’ roles, personal interests, and recent interactions are delivered just before meetings, ensuring every conversation is informed and impactful.
Let AI Do the Research
Forge’s automated client research surfaces critical insights about stakeholders—like their LinkedIn profiles, shared interests, and backgrounds. Sales reps no longer waste time hunting for information and can instead focus on building genuine connections.
Smart KPIs
With Forge’s Warmth Scorecard, your team can measure the strength of relationships across the buying group, pinpoint hidden influencers, and identify areas where trust needs to be built—empowering your team to close deals faster.
Secure
Forge was designed with world-class security to protect sensitive client data. With features like 256-bit encryption, single sign-on protocols, and US-based server hosting, your sales team can focus on relationships while keeping data safe.
Enterprise-grade security & compliance.
Forge keeps you compliant with industry regulations and safeguards sensitive policyholder information—so you can focus on client relationships.
Secure by design
Enterprise-grade encryption and strict access controls.
Compliance-first workflows
Built to align with financial and regulatory guidelines like SEC, FINRA, and industry data privacy laws.
Validated at scale
Audited and approved for use by Fortune 50 companies operating under the world’s most demanding regulations.
You might be thinking:
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Absolutely. Forge seamlessly integrates with systems like Salesforce, HubSpot, and Outlook. We enhance the tools your team already knows and trusts—no overhaul required.
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Extremely secure. Forge uses enterprise-grade encryption and follows the highest security standards to protect your sensitive client information. Your data remains yours—always.
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Forge is built on timeless relationship-building principles—like How to Win Friends and Influence People—and industry-tested sales best practices. Using AI, we automate these proven strategies to surface the most important insights: client news, life events, and milestones. Whether you’re on the golf course, at lunch, or prepping for a meeting, Forge ensures you show up prepared, so you can deepen trust and deliver value effortlessly.
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Your notes app is a silo. Forge connects your insights to your CRM, automates reminders, and prioritizes actions—so you spend less time searching for notes and more time growing relationships.
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Nope. Forge reduces admin time by automating workflows and data capture. We make your existing CRM smarter so your team can focus on clients, not processes.
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Yes. Forge is intuitive, requires minimal onboarding, and works right alongside the tools your team already uses every day.
See what Forge can do for your team.
Learn how Forge helps your team uncover decision-makers, build trust with stakeholders, and accelerate deal cycles—all without disrupting your current CRM or processes.