CRM & Sales Force Strategy
6 Reasons To Adopt a CRM Adopting Process What is CRM? What is Sales Force? What is ERP? CRM for Industries Enabling Tools for CRM Key Functional Areas of CRM CRM and Sales Force Goal Selecting the Best Solution Guarantee CRM Success
Customer Relationship Management is the strategy that defines how you and your organization will manage the life cycle of a customer relationship.
Sales Force Automation (SFA) is a critical component of a CRM solution. SFA is often used interchangeably with CRM . However, CRM does not necessarily imply Sales Force Automation or the automation of sales tasks.
Sales Force Automation (SFA) is the process of maximizing the efficiency of the repeatable processes a salesperson performs as a part of identifying, qualifying, closing and supporting business activities with new and existing customers.
When evaluating a Sales Force Automation Solution you need to make sure the solution provides all the features and functionality necessary for a sales person to manage and perform their job while minimizing the need to jump back and forth between multiple applications day in day out. When selecting a Sales Force Automation Solution here are a list of keys ares to consider.
Sales Force Automation is the technique of using software to automate the business tasks of sales including Account Management, Contact Management, Opportunity Management, Sales Funnel or Sales Pipeline Management, Sales Activity Management, Sales Forecasting Analysis, and Sales Team Performance Evaluation.
Sales Force Automation Solutions must be built around a Centralized Database of Accounts & Contacts. Not a solution that utilizes a local database per user where they are managing their own independent island of data.
• Marketing and Profiling
• Prospecting
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Opportunity Management
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Sales Activity Management
• Forecasting Sales Analysis
• Annual Sales Planning
• E-mail Management
• Expense Management
• Measuring Key Metrics
• Event Management