Sales Force Automation is simply a part of Customer Relationship Management software. SFA’s main task is to provide visibility, structure and automation to various sales like activities such as sales order processing, activity management, opportunity management, contact management and account management. Choosing the best sales force automation for small business organisation or company, is counted as one of the most difficult tasks that requires many aspects to be taken into account, such as the ones mentioned below
Learning the ABCs of sales force automation software is no more required with its increased penetration across the globe. Irrespective of the industry for which the SFA software is used, it works wonder for the sales team (Helps in analyzing lead time, conversion rates, and win-loss ratio), managers (Display the detailed reports on sales team performance based on leads, services, and region), and businesses (Improve customer relationships, productivity, and market share).
The layer of automation that SFA, be it pharma sales force automation software put on sales processing, user interactions tracking, sales performance, and inventory control, it enables boundless growth and high ROI, but the myriad of the SFA tools muddies the water.
Take a look at the points to keep in mind before picking up the right SFA tool for your business
Find the perfect match
The SFA tools fall under two categories- Software-as-a-service SFA and on-premise SFA with features such as contact management, task management, lead & opportunity software, and online reporting software. It’s not essential that all the SFA tools offer all the features in the package. Don’t buy the tool unless you know about all the features they have that your business need.
Free trial
Most often, the SFA tool providers allow the businesses to sign up for a free trial or provide a demo upon request. Don’t skip this step try all the features to pilot the platform as it could help you in saving big bundles that you may otherwise end up wasting in purchasing an SFA tool that’s not up-to-the-par.
Consider reviews and ratings
The feedback of the existing customers speaks a ton about the quality of the features and services offered by the SFA vendor. Check the reviews and ratings posted by the existing customers, and if possible try to connect with them to know more about the post-sales services and team behavior.
Seamless integration
It’s all-important to check if the SFA tool is compatible with the existing business system for easy integration. Verify the SFA tool meet the integration requirements for customer database, CRM, order management, inventory and more.
Features of Sales Automation Software
Integration is the important part of Sales automation software. With this function, you can easily integrate the date that you currently have in your legacy system. The SFA software can easily allow you to do this.
When it comes to top notch best sfa software in India, the name of Salestrip comes second to none.
About Salestrip
SFA is a comprehensive effectiveness and online reporting software that aids in automation of field sales related activities. For more information, please visit http://softwarealltype.com/.
