Sales Force Automation
What are you facing?
An integral part of any CRM solution is Sales Force Automation (SFA). Successful sales force automation is company-wide, integration across all functional departments allows a 360⁰ internal view of all associated activities.
Improperly planned sales force automation will result in a lack of communication which will result in poor Customer Relationship Management over communicating with customers.
Identifying the best customers in place
Identifying top profiting customers
Managing and maintaining existing customers
Process Automation
Pipeline Management
Eliminate redundant tasks with the tools, process, and objectives in place
Results Driven Automation
Scheduling
Follow up calls/tasks
Emails
Progression
Maintaining and updating Account and Contact Records
Automated Sales and Call reports generated
Mobile Sales force automation
Leads
Lead Scoring (Not Marketing Score)
Profile and Identifying target accounts
Identifying a target market
Understanding the economic structure of an industry
Identifying common objectives and fit
Opportunity management
Eliminate redundant tasks with the tools, process, and objectives in place
Opportunity score / Actual Probability (Not Task Based)
Manage multiple opportunities with a customer
Manage Funnel progression
Quote and Proposal Automation – Eliminate errors
Task Management
Maintain and Close More opportunities efficient
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