I needed Sales Force Automation to Align, Qualify, Close, Grow and Optimize my Business

Mark Smith, 19 December 2010

Let me discuss further about Sales Force Automation. Who uses Sales Force Automation or SFA? Any company or business can use the Sales Force Automation strategy.  It doesn’t matter what line of business you are in, whether a large corporation or a small business -  sales automation software like Microsoft Dynamics CRM can be designed to meet your specific sales process and business needs. Not only is this applicable to the sales component of your business, it can also be customized to fit your employee management strategy. And can be tailored to suit individual, team, or organizational requirements.

Align – Qualify – Close – Grow - Optimize

Improve Sales Productivity

1. Sales Team and Territory Planning
2. Lean Management
3. Opportunity Management
4. Account Management
5. Forecasting and Sales Analytics

Why use Sales Force Automation of SFA? The first reason is that it makes your business run efficiently, like a well-oiled machine. All sales components are integrated into one synchronized system. Secondly, it lets your sales people focus more on core business competencies or sales activities rather than administrative tasks. Instead of writing down leads, contacts, sales reports, or call sheets, they can just fill in e-forms on the SFA software. And since the sales database is centralized, it will be easy for them to update and pull up necessary information such as product pricing, inventory data, sales prospects list and client details. Saving time and money, and letting them concentrate more on handling the client.

Discover – Diagnose – Resolve – Access – Optimize

Improve Customer Experience

1. Account and Contact Management
2. Interaction and Knowledge Management
3. Case Management and Scheduling
4. Real time insight, reporting and Analytics
5. Proactive Sales and Support

The third reason to use the sales force automation method is that it improves the symmetry of your sales team. Exchanging client data would be easier and each wing in your sales force will have real time data. Makes it easy for them to communicate and cooperate improving the probability for a successful team selling.

Another is that it has forecasting and sales analysis feature. These features, along with fast access to sales and performance data, make it an effective and efficient training device. And it lets you monitor return of investment for your marketing campaigns and check if your conversion ratios, traffic volume, and level of content are in target. You can review sales and employee performance, making it easy to identify strengths and weaknesses thus helping in your decision making process. Relevant information will be able when you formulate business strategies and correct inadequacies within your sales process.

Design – Segment – Execute – Convert - Optimize

Impactful Marketing Communications

1. Planning and Budgeting
2. Data and List Management
3. Campaign Management
4. Response and Lead Management
5. Marketing Analytics

Sales Force Automation software like Microsoft Dynamics CRM also has a user-friendly and intuitive interface making it easy to operate. Training your sales people would be easy and implementation of the software can be done in the short amount of time.

The advantages and cost savings you will gain will create a great impact on improving your bottom-line and enabling your business to grow.