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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...
 

 term sales force automation sfa

Sales Force Automation (SFA) RFI/RFP Template

Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more Get this template

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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...

Documents related to » term sales force automation sfa

Sales Force Automation Buyer’s Guide


No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

term sales force automation sfa  This should be a long-term investment. -Michael Hanna Sales consultant, Sales Op Solutions Industry expert Advanced Requirements To differentiate their products, vendors have added features that improve their core SFA systems'' functionality and aim to maximize productivity gains. Though all of these features are useful to some degree, some will be better for your organization than others. Buying functionality you don''t need can be expensive and will introduce a layer of complexity that can hamper Read More

Should Uniqueness Vouch For Marketing Automation Niche Players?


Unica's possibly unique set of broad and astute functional footprint and geographic coverage, easily-deployable product with proven quick payback may prove the fact that the marketing automation point providers with a differentiating value proposition and with immaculate execution may prevail the onslaught of larger packaged suite providers.

term sales force automation sfa  time. In the long term though, even the existing customers in France should reexamine their EMM applications needs, and decide whether they should remain on the current Marketic product, migrate to the Affinium product, or possibly consider a switch to a competitor''s product. On a more general note, prospective marketing automation customers should start by scrutinizing closely their major motivators for marketing automation and to determine whether they align with the overall CRM and corporate Read More

Software as a Service for Customer Relationship Management and Sales


Major vendors are noting the growing demand for software as a service. However, smaller providers are forging new ground by offering services for inventory and collaborative planning.

term sales force automation sfa  implementation and enterprise. In terms of the new features, the new UI is cleaner and more intuitive, allowing subscribers more time to focus on their customers or their on-demand business information. Nonetheless, Salesforce.com will also continue to offer its current classic UI for customers that are not ready to make the switch. Other new features include a rules-based assignment engine, which allows territory management to align sales and support teams for key markets and opportunities. Further, an Read More

Sales Force Performance


Understanding market drivers is key to managing customer behavior. To do this, organizations must state and qualify their assumptions about the real drivers of sales performance. An improvement strategy can then be created, and with integrated budgets, success metrics, etc.

term sales force automation sfa  quadrant 4 represents longer term investments. Initiatives that address the various drivers are not going to be mutually exclusive and therefore it may be desirable to plot the initiatives in a similar format to prioritize their implementation. In doing so, one should be cautious regarding paying attention to foundational issues, such as customer profitability and go to market process alignment. These issues may require more time but they are fundamental to long-term profitability. Setting the Strategy Read More

How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM


In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

term sales force automation sfa  , Salesforce Ideaexchange , Term Sales Force Automation , Salesforce com Integrates , Salesforce Mobile , Sales Assessments Sales Force Development , Covering Salesforce , Salesforce On-demand , Sales Assessment Test , Perspectives on Salesforce , Custom Objects in Salesforce . Executive Brief There''s never been a time when you haven''t needed your field salespeople to perform at peak ability. But a number of challenges in today''s global marketplace makes it harder than ever for field sales Read More

The Case for a Specialised Sales Forecasting Software Solution


This white paper addresses the question “Why do you need a specialised sales forecasting software solution?” It makes the case for implementing a purpose-built sales forecasting software tool, and provides a number of considerations and parameters that can be used to evaluate suitable solutions.

term sales force automation sfa  Case for a Specialised Sales Forecasting Software Solution This white paper addresses the question “Why do you need a specialised sales forecasting software solution?” It makes the case for implementing a purpose-built sales forecasting software tool, and provides a number of considerations and parameters that can be used to evaluate suitable solutions. Read More

How to Select a Sales and Operations Planning (S&OP) System


Mature sales and operations planning (S&OP) is more than a sales forecasting or tactical planning tool. S&OP is a decision-making mechanism for aligning strategic plans with sales, operational, and financial plans. Download this TEC executive brief for pointers on selecting an S&OP system, information about how mature S&OP processes can help tackle critical business issues, and key S&OP system capabilities to look for.

term sales force automation sfa  to Select a Sales and Operations Planning (S&OP) System Mature sales and operations planning (S&OP) is more than a sales forecasting or tactical planning tool. S&OP is a decision-making mechanism for aligning strategic plans with sales, operational, and financial plans. Download this TEC executive brief for pointers on selecting an S&OP system, information about how mature S&OP processes can help tackle critical business issues, and key S&OP system capabilities to look for. Read More

The Definitive Guide to the Right Metrics for Your Inside Sales Team


To manage their teams successfully and hit their revenue number, sales leaders must carefully measure their individual sales reps’ performances. Though many useful leading indicators and metrics to do this, deeper metrics provide a more comprehensive and nuanced understanding of your sales team’s performance and will help you manage sales more effectively. This white papers focuses on the ‘best practices’ sales metrics in three key areas—activities, sales pipeline, and sales results—so you can go beyond scratching the surface of sales management and start digging into the metrics that truly matter.

term sales force automation sfa  Definitive Guide to the Right Metrics for Your Inside Sales Team To manage their teams successfully and hit their revenue number, sales leaders must carefully measure their individual sales reps’ performances. Though many useful leading indicators and metrics to do this, deeper metrics provide a more comprehensive and nuanced understanding of your sales team’s performance and will help you manage sales more effectively. This white papers focuses on the ‘best practices’ sales metrics in three Read More

Business Process Automation


The speed of business today is growing exponentially. Consequently, organizations are generating incredible amounts of information around the clock. Yet vast percentages of this data remain unstructured, meaning that users cannot leverage it to deliver business efficiency or advantage. Learn how you can better manage and deploy information for operational productivity.

term sales force automation sfa   Read More

Sales Tax and the Supply Chain: Avoiding Audit in High-Risk Areas


State sales tax revenue is second only to property tax as a source of revenue. And as states grow hungrier, they increase their audit scrutiny of high risk industries like manufacturing and distribution. For businesses providing products and services along the supply chain, sales tax audit risk isn’t always obvious, but, the transactions along the way can expose wholesalers, manufacturers, distributors, and retailers to audit risk. This Q&A reviews pressing questions of supply chain audit risk.

term sales force automation sfa  Tax and the Supply Chain: Avoiding Audit in High-Risk Areas State sales tax revenue is second only to property tax as a source of revenue. And as states grow hungrier, they increase their audit scrutiny of high risk industries like manufacturing and distribution. For businesses providing products and services along the supply chain, sales tax audit risk isn’t always obvious, but, the transactions along the way can expose wholesalers, manufacturers, distributors, and retailers to audit risk. This Read More

Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

term sales force automation sfa  Your Sales Team Going with Mobile CRM Are your field salespeople performing at peak ability? Are they connected and ready to do the things that bring in sales anytime and anywhere? Wouldn''t it be a worthwhile objective to get your salespeople booking more face time with clients, and winning more business in less time? It''s all possible, if you equip your salespeople with mobile CRM. As you''ll discover in the executive brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps Read More

Sales Benchmark Index


Sales Benchmark Index (SBI) is a sales and marketing consultancy focusing on business-to-business (B2B) companies. SBI’s specialties include lead generation, channel management, and sales strategy.

term sales force automation sfa  Benchmark Index Sales Benchmark Index (SBI) is a sales and marketing consultancy focusing on business-to-business (B2B) companies. SBI’s specialties include lead generation, channel management, and sales strategy. Read More

Sales and Operations Planning: A Journey That’s Worth the Effort


In the consumer goods (CG) industry, there has been a notable focus on sales and operations planning (S&OP). This renewed interest is noteworthy because of the impressive benefits that have been attributed to S&OP. Research indicates that S&OP process improvements are a primary starting point for companies seeking to be more demand-driven. This white paper looks at the results of a survey of S&OP in the CG industry.

term sales force automation sfa  and Operations Planning: A Journey That’s Worth the Effort In the consumer goods (CG) industry, there has been a notable focus on sales and operations planning (S&OP). This renewed interest is noteworthy because of the impressive benefits that have been attributed to S&OP. Research indicates that S&OP process improvements are a primary starting point for companies seeking to be more demand-driven. This white paper looks at the results of a survey of S&OP in the CG industry. Read More

Cloud vs. On-Premise Sales Tax Solutions: Which Works Best for Your Company?


Consider this. No one likes to do sales tax, but it is a mandatory requirement for all businesses. Manual or even semi-manual efforts can result in errors in sales tax rates and rules, collection and remittance and associated audit-related fines and penalties. When considering which sales tax solution software works best for your company, price is only one aspect of the decision. The chart given in this paper highlights some of the differences between cloud-based and on-premise sales tax solutions, as well as the key attributes of both.

term sales force automation sfa  vs. On-Premise Sales Tax Solutions: Which Works Best for Your Company? Consider this. No one likes to do sales tax, but it is a mandatory requirement for all businesses. Manual or even semi-manual efforts can result in errors in sales tax rates and rules, collection and remittance and associated audit-related fines and penalties. When considering which sales tax solution software works best for your company, price is only one aspect of the decision. The chart given in this paper highlights some of Read More

Understanding the ROI of Marketing Automation


Over the past decade, marketing professionals have seen their field change substantially thanks to advances in technology and the ever-increasing use of social media. Keeping up with marketing tasks in this new environment of constant connection can be extremely difficult. Marketing automation has emerged as a solution for company leaders who want to focus on generating leads without sacrificing other types of marketing campaigns. For many sales professionals, automation systems provide the best way possible to pare down leads and focus on the prospects most likely to buy. But before you can decide if a marketing automation system is right for your company, you need to know more about automation and its return on investment (ROI).

term sales force automation sfa  the ROI of Marketing Automation Over the past decade, marketing professionals have seen their field change substantially thanks to advances in technology and the ever-increasing use of social media. Keeping up with marketing tasks in this new environment of constant connection can be extremely difficult. Marketing automation has emerged as a solution for company leaders who want to focus on generating leads without sacrificing other types of marketing campaigns. For many sales professionals, Read More