Sales Force Automation

Sales Force Automation (SFA) is one of the early drivers of the CRM field. The other one is customer support. SFA is used to support the sales process of an organization, and it contains Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.

	Manage leads end-to-end (from creating leads to converting them into opportunities)
	Capture leads directly from your Web site and transfer them to your CRM
	Customize the online lead form as per your organization requirements
	Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
	Add multiple products to the leads
	Qualify leads to next stage based on information captured in lead details
	Convert leads into sales opportunities, accounts, and contacts with a single-click
	Lead conversion mapping for all the custom fields
	Create fully customizable lead reports
	Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

	Track all sales opportunities end-to-end in a sales cycle
	Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
	Generate quotes, sales orders, and invoices from the potentials
	Create fully customizable opportunity reports
	Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any

	Track all accounts and related contacts, opportunities, cases, and other details from a common repository
	Specify parent-child relationships between accounts and their subsidiaries or other divisions
	Import accounts from external sources, such as ACT, GoldMine, and other applications
	Generate quotes, sales orders, and invoices for the accounts
	Track purchase history of the customers and analyze opportunities for up selling and cross selling
	Create fully customizable account reports
	Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns of a customers and set up loyalty programs
	Attach customer-specific documents to accounts for a quick reference in future

	Track all contacts and related opportunities, cases, activities, and other details from a common repository
	Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
	Import contacts from external sources, such as ACT, GoldMine, and other applications
	Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

To Dos, Meetings & Calls, Recurring Events, Shared Calendar, Activity History, Email Notifications, Notes

Activity Management

	Add all important customer-related e-mails to your CRM for quick reference in future
	Store all the details of customer meetings and calls in an intuitive calendar
	Manage daily tasks of the your CRM users to have a streamlined sales process

Key Metrics, Customizable reports, 20 Pre Built reports, 20 Pre Built Dashboards, Report Folders

	Pre-build reports for sales force automation
	Sales pipeline analysis by stage
	Monthly Sales pipeline analysis
	Sales opportunities by lead source
	Drill-down the dashboards by time and opportunity stage

	Add custom fields as per your organization requirements
	Customize tabs using drag & drop so that modules that are relevant to sales process can be shown
	Change the look and feel of the user interface using customizable themes

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