Sales Force Automation (SFA)
Sales Force Automation is the combination of business strategies and information systems that automate business processes of sales and marketing functions such as sales campaign
management, lead assignment, contact management, information sharing, quick proposal and presentation generation, product configurators,
calendars, to-do lists and opportunity reporting. Sales Force Automation electronically manages all sales activities within an organization.
CRM Vs SFA
While many CRM systems include SFA modules, a lot of SFA systems are termed CRM systems to leverage the greater awareness of the CRM systems.
They are different in many aspects, however.
Differences in Goals The goal of CRM systems is about finding, acquiring, and retaining customers. Sales Force Automation
is about managing and supporting sales representatives.
Differences in Users CRM systems are used by many different organization units, such as customer service, marketing, accounting,
warehouse and etc. The primary users of SFA are sales reps.
Differences in Functionality CRM is more centered around the customer and consists of modules of tracking customer support issues,
order and fulfillment tracking. CRM generally consists of contact management, opportunity management, and calendaring.
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Streamline Help Desk Procedures - Benefits of Web-Based Helpdesk Software
How to Select an Internet Help Desk System
Sales Automation - Integrate Sales Channels and Automate Selling Processes
Functional Modules of SFA Software Applications
CRM & Customer Life Cycle