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
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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