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What is Sales Automation

By automating your company's sales efforts, you can efficiently forecast, track and fulfill ordersn and customer interactions; analyse sales forecasts and competitor trends; manage sales cycles and communicate with sales representatives both in the office and on the road. These services, known collectively as Sales Force Automation (SFA), use technology to reduce administrative work and increase sales team productivity.

Experts Corner
CRM investment is wasted if the intelligence it delivers fails to influence despatched communications. How can businesses ensure that money spent on CRM analytics actually begins to benefit the messages that are delivered to customers and prospects?
David Jefferies, Marketing Director, Pitney Bowes
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Highlights
Seven Ways to Reduce IT Costs with Master Data Management
Information Technology managers are facing a dilemma given the current economic climate – despite budget cuts, companies do not expect reductions in the service levels provided by IT to the business. Under such circumstances, how do you maintain or improve service levels, and continue to run the business efficiently?
by Ravi Shankar, Senior Director of Product Marketing
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CRM Today - Sales Force Automation (SFA)
Pivotal
Pivotal offers customer-driven CRM solutions and over 10 years of expertise with over 1,800 customers. Pivotal enables companies to deliver a customer experience that sets them apart. Over the years, Pivotal has helped a range of companies manage sales, marketing, and customer services processes for optimal advantage, and maximum return on investment. They’ve helped companies such as Sharp Electronics, Centrex Homes, Farm Credit Services of America and Primera Blue Cross manage their sales, marketing and customer services processes to deliver a customer experience that sets them apart.

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How CRM Helps You Market to Your Buyers
Author: By vendorguru
Company: VendorGuru
Doc Type: White Paper Article
Format: HTML
Abstract: With ad budgets shrinking at most major companies, sales professionals have discovered ways to squeeze more qualified leads from each advertising dollar. At the same time, sales agents often wrestle with the challenge of managing new leads generated from online ads and direct marketing pitches. Today's most successful sales teams leverage the power of CRM systems to eliminate bottlenecks while closing sales cycles. How CRM Helps You Market to Your Buyers documents five specific ways that smart marketing professionals leverage CRM applications to generate better leads while closing more sales. With case studies from two growing sales teams, the white paper illustrates how innovations in database technology lead to the kind of powerful customer service that generates revenue.
Topics: eCRM | Sales Force Automation | eBusiness |
Industry: Finance | Retail | Utilities | Government | Healthcare
CRM Function: CRM ROI | Customer Loyalty | Customer Profitability | Customer Retention
CRM Methology: CRM Strategy | CRM Implementation | CRM Overviews | CRM Definition
 
Effective Follow-up Marketing
Doc Type: White Paper
Format: HTML
Abstract: Many small businesses struggle with the sales process. Whether it’s prospecting or follow up, most SMBs have limited resources to develop a key consumer base efficiently. This whitepaper from Infusionsoft provides some valuable insight into how sales automation can help you focus your efforts so that you close more sales and get more return from your lead generation program. Download this FREE white paper by filling out the forms on the right hand side, and learn what Infusionsoft can do for you. >>>
Topics: Customer Analytics | Sales Force Automation |
CRM Function: Customer Profitability |
CRM Methology: CRM Strategy |
 
Questions to Ask When Choosing a Customer Relationship Management Solution
Author: By VendorGuru
Company: VendorGuru
Doc Type: White Paper
Format: HTML
Abstract: CRM solutions can improve your sales tactics, augment your customer service, and edify managers in regards to leveraging their resources. CRM systems work for all businesses, but all businesses are not the same. Results will be optimal when you decipher what the particular needs are for your company. Analyzing where your business is and where you want it to go is necessary in order to select a CRM application that is in accordance with your pace. The following white paper is designed to help you make an educated decision in finding a CRM system that will improve your business. The will read insights on how to assess your company’s needs, how to identify what resources you have at hand, and finally, what questions to ask of your CRM software vendor.
Topics: eCRM | Sales Force Automation | Customer Service |
Industry: Finance | Utilities | Healthcare
CRM Methology: CRM Implementation | CRM Overviews | CRM Definition
 
The Silver Bullet for SFA
Author: By NetSuite
Doc Type: White Paper
Format: PDF Size: 47 kb
Abstract: Traditional Sales Force Automation (SFA) solutions can't always provide a complete view of the customer. Many of them leave major "blind spots" in areas like order status, invoices, inventory, fulfillment status and more. An effective SFA solution allows your business to get a true 360-degree view of all important customer data in real time—helping your sales team increase revenue. Download this FREE whitepaper and get matched to learn how NetSuite’s on-demand CRM solutions can help your business by filling out the forms on the right hand side.>>>
Topics: Partner Relationship Management | Sales Force Automation | Customer Service |
Industry: Finance | Telco | Retail | Utilities | Healthcare
CRM Function: Customer Loyalty | Customer Profitability | Customer Retention
CRM Methology: CRM Strategy |
 
Seven Steps to Successful CRM Implementation
Author: By VendorGuru
Doc Type: White Paper
Format: HTML
Abstract: Read this white paper to learn about seven crucial steps your company should take in order to have a successful CRM solution implementation. Learn from VendorGuru who the right companies may be for your company specific implementation.
Topics: eCRM | Employee Relationship Management | Sales Force Automation | Customer Service |
Industry: Finance | Telco | Retail | Utilities | Government | Healthcare
CRM Function: CRM ROI | Customer Loyalty | Customer Profitability |
CRM Methology: CRM Strategy | CRM Implementation | CRM Overviews |
 
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