Sales Force Automation Software and its Features

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Oftentimes, the sales representatives have to manage a lot of tasks at once. Your sales team deals with much pressure, that’s why they forget to perform their main duties, as a result, this leads to decreased sales. Now when business environment is getting more and more competitive, sales representatives cannot afford to make a lot of mistakes. Besides, it is hard to evaluate the performance of your sales team and each individual member. Fortunately, there is a solution that will make a group of separate sales reps more result-oriented and, therefore, they will become a real team with common business objectives.

Sales Force Automation (SFA) software

The solution is sales force automation (SFA). It is a technology that can automate key business processes, change the way your sales staff use customer information, produce sales forecasts and analyze its performance. This type of program will make your sales team increase revenue and lead your company to a whole new level of success.

The main features of sales force automation

Sales forecasting

Sales forecasting is a key component of successful business development. It stimulates your sales staff to work more effectively. Deep analysis will allow better understanding of the client behavior on the basis of previous and existing sales trends. Thus, you will get the positive result on every stage of your company’s sales pipeline. Thus, your sales managers will get the detailed picture of the sales processes and will act accordingly.

Synchronized work process

Another important component is synchronized work process. It happens that your sales team won’t be able to navigate in countless number of emails, different notes and events, that’s why it is necessary to create a single platform where all the materials will be collected. SFA will be a great solution to solve this issue, as it has the ability to import all valuable information from Excel and integrates with MS Exchange.


Customize your sales force automation solution according to the specific needs of your company. Change the layout of SFA application to get access to the data you need most. In addition, it is vital for sales reps to maintain a constant dialog with their contacts, which is why it is crucially important to create templates for any type of documents. This function will give your sales people the opportunity to adjust the interface of the SFA in the way that will work for them best.

Lead management

Members of the sales team do not have to work alone on their potential clients. Sales force automation gives the possibility to define the stage your prospects are at. After the detailed analysis of all potential clients, the system will independently distribute the sales-ready prospects to the right sales professionals.

Every year the clients become more demanding and retaining them is getting harder than ever. But if your sales team understands your customers’ desires, they will get the deal closed faster. The integration of SFA will give you a good opportunity to identify each customer by creating a complete profile on your contacts. This approach will help the sales professionals to recognize the potential customers from the very beginning.

Your sales representatives will undoubtedly appreciate the advantages of sales force automation. For example, bpm’online is a cutting-edge automation solution that can take care of a complete customer journey. Such tool will help them understand the structure of the sales process, making the predictions more specific and easier to make. The best SFA software has analytical filters that will scan all the available information to predict your future deals. Another amazing bonus is that bpm’online can be deployed as a cloud-based solution, so you can use SFA to easily manage your clients from anywhere in the world.

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