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5 Essential features of Sales Force Automation Software that must be considered

Author: Salestrip Sfa
by Salestrip Sfa
Posted: Jan 06, 2020

Nowadays, everyone is taking a stab to be the front runners in the marketplace. Every organisation wants to dominate the business in their own sector. Hence, it is vital for an organization to improve its business productivity, proficiency and profitability.

On the off chance, if you want to dominate the market, it is convincible that you’ll need to find a new path that will drive your business to an outstanding level.

Subsequently, most of the organisation are seeking sales force automation software as it can lift their organization to an upper level.

The main purpose of sales force automation or medical reporting software is to automate all sales processes and makes them agile, proficient and more compelling. In addition, sales force automation wipes out the manual and redundant tasks with simplified, agile and fully automated procedures thus improve the overall productivity of the sales processes.

Salesforce automation offers a wide range of functionalities that addresses the need for various sort of clients within a sales department. For instance, sales force automation positively impacts end to end sales operations such as it can effectively manage their (sales reps) day to day activities, track the activities of their team, can capable of generating accurate results, revenue forecasts and so forth.

Here is the essential features of sales force automation software:

1. Automated customer management:

Sales force automation software encourages customers to purchase a product legitimately from you. Generally what happens, when a potential client arrives on your website, sales force automation software begin to assemble each and every information about them for example following the product they look, the path they take while crawling your website and so forth.

So, when a customer enters its email address into a form on the site, sales force automation software can immediately send the most relevant information as an email to them.

As the procedure proceeds, a complete image of a customer’s need can be developed. Thus, there are various possibilities that the customer may consider your product and may purchase a product or service from you.

2. Contact Management:

Contact management plays a significant role in sales force automation as it enables sales reps to prioritize, organise and facilitate their work structure. Likewise, contact management allows sales reps to maintain all the cutting-edge records of the clients with the total history of all the considerable contacts to whom they are engaged with.

Furthermore, sales reps can also generate an assortment of reports including timely data and statistics of their everyday activities.

With the help of contact management features, managers can also gain full insight into the sales team. They can monitor the tasks assigned to the sales reps as well as track the status of the opportunities

3. Mobile Access:

Smartphones are no longer just phones. Presently they have become a portable sales office with a salesforce automation app. We all know that sales reps invest the vast majority of the time in travelling. That is the reason the majority of the sales force automation packages provide remote access through handheld devices such as mobile sales force automation software. With the assistance of mobile SFA, sales reps can undoubtedly record phone calls, verify sales, respond to prospects and so forth.

4. Merchandized Lead Management:

Leads are most important if we need to crack a business deal. However, with the assistance of a lead management system, sales representatives can easily categorize the leads according to their priority. For instance, the software has the ability to rank each lead that how well the customers cooperated with the sales reps.

5. Sales Forecasting and Automated Report Generation:

Sales force automation software allows organizations to access the overall performance of individual sales reps. In addition to this, managers without much of a stretch can measure the actual sales with respect to the forecast generated, revenue generation and other critical sales performance metrics.

Of course, there is innumerable automation software available in the market but is quite difficult to choose the best one. Well, if you are hunting for a sales force automation India, then you should definitely give Salestrip a try.

Salestrip is one such feature-rich software specially designed to automate all the sales activities sales management, order management, field management, contact management and so forth.

For more information, please visit

About the Author

Salestrip the Simple, intuitive, and powerful application to increase your field force effectiveness.

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Author: Salestrip Sfa

Salestrip Sfa

Member since: Oct 11, 2019
Published articles: 7

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