SFA is a system to automate the sales workflow and managing the sales force. It proves to be a very important part of a full fledged customer relation management (CRM) system starting from lead tracking to order culmination.
2. SFA for Speed & Productivity
SFA is a system to automate the sales workflow
and managing the sales force
It proves to be a very important part of a full
fledged customer relation management (CRM)
system starting from lead tracking to order
culmination
A successful implementation enhances the team
performance by increasing speed, productivity
and sales
3. Contact Management
Allows a methodical contact management
Aids the field force to
Schedule appointments
Plan follow ups
Chalk out optimized routes
Record visits and feedback
4. Lead Tracking
Enables capturing of leads from
Website inquiries
Marketing email responses
Website visits
Calls
Categorize leads
Analyze leads
Automatic assignment of leads to sales reps
5. Quotes and Orders
A systematic conversion of lead to quote
Instant quote for customers
Increase of promptness by field force staff
6. Order Tracking and Management
Order status tracking
Customer intimation
Direct integration of orders into the financial
system
7. Sales Force Management
A well monitored sales force resulting in
Improved productivity
Better efficiency
Visit tracking and monitoring
Customer feedback integration
Mobile device management (MDM)
8. Reports & Analytics
Integration with smart Business intelligence tools
Smart dash boards for real time reporting
Accurate reporting for sales territories
Constant tracking of sales force performance
management
Automatic reporting of field staff activities
9. Sales and Marketing Automation
Sales forecasting tools for automated marketing
Analyzing the records of the past sales
Predicting market trends
Creating synchronization between procurement
and production
10. Competitor Knowledge
Competitor information put to relevant use
Tracking un-culminated leads
Marketing strategies and techniques analysis
Product analysis in light of competitor products
11. Mobile Sales Force Automation
Mobile devices and gadgets for
Ease
Comfort
Style
Improvised efficiency