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Sales Force Automation

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ALSO CALLED: SFA
DEFINITION: Sales force automation (SFA) software is a type of program that automates business tasks such as inventory control, sales processing, and tracking of customer interactions, as well as analyzing sales forecasts and performance. Businesses may have a custom version developed specifically for their needs, or choose from among the increasing number of sales automation software products, such as Interact  … 
Definition continues below.
Sales Force Automation White Papers (View All Report Types)
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The Challenges of Merging Sales Organizations
sponsored by Oracle Corporation
WHITE PAPER: When merging sales teams, organizations must synchronize the different teams as one entity. Learn why cloud CPQ is integral to merging your sales forces to create one efficient team.
Posted: 20 May 2016 | Published: 20 May 2016

Oracle Corporation

6 Reasons Why Professional Services Works Better On The Salesforce1® Platform
sponsored by FinancialForce
WHITE PAPER: In this white paper, learn 6 reasons professional services works better on the SalesForce1 platform, including enabling you to: see further ahead and plan better, gain complete on-the-go access for a modernized team, and 4 more.
Posted: 21 Apr 2016 | Published: 21 Apr 2016

FinancialForce

Automate Quote-to-Cash Processes to Drive Sales
sponsored by Oracle Corporation
WHITE PAPER: This white paper discusses CPQ strategies that enable sales reps to streamline modern quote-to-cash processes. Learn how to use these sales strategies to improve your team's productivity and increase your profit margins.
Posted: 25 Jan 2016 | Published: 31 Dec 2015

Oracle Corporation

5 Questions Every Sales Department Should be Able to Answer and How Analytics can Help Answer Them
sponsored by Salesforce.com
WHITE PAPER: In this white paper, learn how organizations can empower their sales reps with answers to 5 questions that are crucial to sales success. Additionally, see how sales reps are better able to tackle new challenges with analytical insights that can be accessed on any device.
Posted: 18 Nov 2015 | Published: 18 Nov 2015

Salesforce.com

Quote Propose Close: 5 Steps to Building Winning Sales Proposals
sponsored by Quosal
WHITE PAPER: In this white paper, learn 5 steps to building successful sales proposals, including: keep it timely, create standardized processes, offer meaningful options, and 2 more.
Posted: 24 Feb 2016 | Published: 24 Feb 2016

Quosal

6 Benefits of Managing Projects on Salesforce
sponsored by FinancialForce
WHITE PAPER: In this guide, uncover how you can combine your Salesforce CRM with a cloud-based Professional Services Automation (PSA) application to achieve 6 key benefits that can drive project success.
Posted: 18 Sep 2015 | Published: 18 Sep 2015

FinancialForce

5 Things to Know When Selling to Millennials
sponsored by Quosal
WHITE PAPER: By 2020, 50% of the U.S workforce will be millennials. Refining your sales approach for the fastest growing audience should be a top priority. This eBook gives you 5 things you need to know when selling to millennials.
Posted: 03 Sep 2015 | Published: 03 Sep 2015

Quosal

Sales in the Cloud: Engage customers, close more deals
sponsored by Oracle Corporation UK Ltd
WHITE PAPER: Access this white paper to find out the perfect recipe for a modern sales strategy, and how process automation and social media can gracefully integrate in the cloud.
Posted: 11 Dec 2014 | Published: 11 Dec 2014

Oracle Corporation UK Ltd

13 Questions to Ask When Choosing an Order Automation Solution Provider
sponsored by Esker Inc.
WHITE PAPER: Read this white paper to understand the principles of sales order processing (SOP) software automation and important questions to ask during your selection process to choose the most appropriate vendor.
Posted: 10 Jul 2013 | Published: 10 Jul 2013

Esker Inc.

Solving the BYOD Puzzle with Google Apps
sponsored by Google
WHITE PAPER: This resource explores the challenges of the bring your own device (BYOD) trend an introduces how Google Apps allows both data and functionality to live in the cloud, overcoming these challenges.
Posted: 08 Mar 2013 | Published: 31 Dec 2012

Google

Why a Call Centric CRM?
sponsored by CallPro CRM
WHITE PAPER: Is your current customer relationship management (CRM) software negatively impacting your selling potential? Many of the CRM software options today have lost focus on their primary users – sales professionals – and are actually decreasing sales activity. Read on to learn how a call-centric CRM strategy can alleviate this challenge.  
Posted: 23 Aug 2012 | Published: 01 Aug 2012

CallPro CRM

Automating Incentive Compensation: Increase Productivity and Reduce Costs
sponsored by Varicent Software Incorporated
WHITE PAPER: Read this white paper to learn what your options are when it comes to automated incentive compensation and how you can make it faster, more accurate, and easier than ever before.
Posted: 21 Jun 2012 | Published: 21 Jun 2012

Varicent Software Incorporated

Work Smarter. Sell Better. Win More.
sponsored by SAP America, Inc.
WHITE PAPER: Read this paper and learn how SAP Sales OnDemand provides the solution that sales people need to win in today’s environment.
Posted: 12 Apr 2012 | Published: 12 Apr 2012

SAP America, Inc.

Dialing for Dollars: Nine Tips on Call Prospecting
sponsored by Cisco Systems, Inc.
WHITE PAPER: The truth about effective call prospecting is that it’s a numbers game: the more calls you make, the better your chance of attaining customers. Just one customer could be enough to make your sales numbers. Continue reading this paper to learn nine tips for effective calling.
Posted: 20 Jan 2011 | Published: 20 Jan 2011

Cisco Systems, Inc.

What Management Must Know About Forecasting
sponsored by SAS
WHITE PAPER: Forecasts never seem to be as accurate as you would like them, or need them, to be. This white paper explores why forecasting is often poorly done and provides some ways to improve it. Continue reading to learn what management must know about forecasting.
Posted: 04 Oct 2010 | Published: 04 Oct 2010

SAS

Strategic Value With Trade Promotion Management: A Closed-Loop Process for Quick Wins and Profitable Growth
sponsored by SAP America, Inc.
WHITE PAPER: This paper presents the situation of N-Hair, a fictional high-end hair-care products company that is now expanding into channels in broader consumer markets. Read this paper to learn how the firm has positioned itself well for long-term success as it preserved its brand image with SAP software.
Posted: 03 Sep 2010 | Published: 03 Sep 2010

SAP America, Inc.

Sales: Maximize Profitability, Improve Performance, and Deliver Customer Value
sponsored by SAP America, Inc.
WHITE PAPER: This paper explains how the SAP CRM application equips your sales professionals with the tools and information they need to plan, execute, and analyze sales operations throughout the sales cycle. Continue reading to learn how to maximize profitability, improve performance, and deliver customer value with SAP CRM.
Posted: 03 Sep 2010 | Published: 03 Sep 2010

SAP America, Inc.

Three Key Steps to B2B Marketing Optimization
sponsored by Marketo
WHITE PAPER: In B2B marketing, small changes can mean big differences to the success of marketing programs.  But just because you met the plan goals does not mean the program was as successful as it could have been. The secret to getting the most out of your campaigns is to optimize continually - pre-click, post-click, and post-conversion.
Posted: 28 Apr 2010 | Published: 28 Apr 2010

Marketo

Mobile Solutions for Increasing Sales Productivity and Revenue
sponsored by Sybase, an SAP company
WHITE PAPER: The most effective sales are face-to-face sales, yet sales representative only spend 26% of their time selling face-to-face. The rest of their time is taken up with administrative tasks, prep and travel. Learn how Sybase Mobile Solutions for SAP can increase sales productivity and bring the advantages of business mobility to your organization.
Posted: 01 Apr 2010 | Published: 31 Mar 2010

Sybase, an SAP company

Metrics-Based Sales Productivity – Delivering Dividends for Forward Thinking Sales Organizations
sponsored by IBM
WHITE PAPER: New Sales Performance Management solutions enable sales leaders to align technology to business need and strategy. Read this paper for a series of discussions related to the metrics-based sales productivity solutions that forward thinking sales organizations are employing to harness the power of the pipeline and take advantage of sales analytics.
Posted: 16 Mar 2010 | Published: 05 Mar 2010

IBM

Sales Intelligence: The Secret to Sales Nirvana
sponsored by IBM
WHITE PAPER: Read this paper to learn about sales intelligence-- the external sources of information that a company uses to enhance sales force effectiveness. This Aberdeen Group report offers tips from best-in-class companies, including best practices related to data quality, sales force automation, and CRM solutions.
Posted: 16 Mar 2010 | Published: 09 Jan 2009

IBM

Realizing Rapid ROI Through Mobility
sponsored by BlackBerry
WHITE PAPER: Companies are reaping the benefits from mobile CRM, field service and sales force automation processes with the latest Research In Motion (RIM) offerings. Read this white paper to learn more!
Posted: 18 Feb 2010 | Published: 18 Feb 2010

BlackBerry

Using Performance Drivers to Enhance Business Success: Identifying, Visualizing and Analyzing Key Performance Drivers (KPD metrics)
sponsored by myDIALS Inc.
WHITE PAPER: This paper examines performance metrics and focuses on the nature, identification and use of Key Performance Drivers to enhance business success. It illustrates how these KPD metrics can be visualized and logically related to the Key Performance Indicators that measure those outcomes.
Posted: 04 Nov 2009 | Published: 04 Nov 2009

myDIALS Inc.

Force.com Cloud Platform Drives Huge Time to Market and Cost Savings
sponsored by Salesforce.com
WHITE PAPER: IDC White Paper: Force.com Cloud Platform Drives Huge Time to Market and Cost Savings Learn how companies like yours built custom apps 4 - 5 times faster at half the cost with Force.com Platform.
Posted: 30 Oct 2009 | Published: 30 Oct 2009

Salesforce.com

Sales 2.0: Tap Into Social Media to Drive Enterprise Sales Results
sponsored by InsideView
WHITE PAPER: Read this paper to learn how Sales 2.0 technology helps sales identify the right opportunities at the right time and determine the right people to contact. Also learn how this unique approach enables sales and marketing collaboration to drive productivity and close more deals in this increasingly connected world.
Posted: 26 Aug 2009 | Published: 26 Aug 2009

InsideView
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SALES FORCE AUTOMATION DEFINITION (continued): …  Commerce's ACT! and GoldMine Software's GoldMine. Sales automation software is sometimes called sales automation software, and sometimes called customer relations management ( CRM ) software.SFA packages typically include a Web-ready database, an e-mail package, and customizable template s. A three-tiered architecture is typically used to separate the database, server, and application to reduce programming demands on clients. A module-based design is generally used, to allow users to customize the package to suit their needs.In August 2000, Oracle released a free CRM software package, OracleSalesOnline.com … 
Sales Force Automation definition sponsored by WhatIs.com, powered by WhatIs.com an online computer dictionary

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