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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 Reports
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How Salesforce Can Be Used To Boost Sales Performance
sponsored by Conga
EGUIDE: Sales teams have one primary goal: To sell fast, and sell more. In this e-guide, explore the pros and cons of the Salesforce Sales Cloud and gain 5 tips to boost sales forecast accuracy. Plus, learn how Rotobec, a manufacturing company, uses Salesforce automation to connect sales and service data.
Posted: 20 Apr 2017 | Published: 20 Apr 2017

Conga

The Salesforce Admin's Guide to Document Generation
sponsored by Conga
WHITE PAPER: Document generation allows data from a CRM system to be put into a useable format. In order to harness all of the benefits of document generation, you first need to understand when, why, and how to begin a strategy. Inside, learn 3 scenarios when document generation is needed, the key stakeholders involved, and steps to starting a strategy.
Posted: 19 Apr 2017 | Published: 19 Apr 2017

Conga

Increase Sales Productivity and Insight with Streamlined Data
sponsored by Conga
WHITE PAPER: Every team needs a clear sales process that includes benchmarks for how the process is measured and used, from the prospect to closed-won. Companies with a formal sales development process have 18% more revenue growth than those that don't. Learn how to streamline your data to create a more complete sales process outline.
Posted: 17 Apr 2017 | Published: 17 Apr 2017

Conga

Enable Enterprise Content Management for Salesforce
sponsored by OpenText
WHITE PAPER: This paper explores how to derive optimal value from your content by bringing together ECM and your CRM systems. Discover how you can get a fuller, more insightful picture of your customers by powering Salesforce with ECM.
Posted: 24 Mar 2017 | Published: 31 Dec 2016

OpenText

How To Choose A Scalable Quote & Proposal Sales Tool
sponsored by TechData - Connectwise
WHITE PAPER: In the quote and proposal automation space, there are several options to choose from. And each tool is a little bit different, which begs the question: How can I be sure to choose a scalable tool that will empower your sales team to win more deals? Learn 7 reasons why many companies chose ConnectWise Sell to help them sell easier.
Posted: 22 Mar 2017 | Published: 22 Mar 2017

TechData - Connectwise

Improve Your Salesforce Deployment
sponsored by Accenture
WHITE PAPER: Discover a tool that provides improved Salesforce performance to users. From communications to financial services, many certified professionals take advantage of modified Salesforce technology.
Posted: 16 Nov 2016 | Published: 16 Nov 2016

Accenture

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

Top CRM Lead Management Providers: An Analyst Report
sponsored by Marketo
RESEARCH CONTENT: This Magic Quadrant report by Gartner evaluates 17 CRM lead management providers to help IT leaders make the right choice for their company, in collaboration with marketing, sales, and digital commerce leaders. Uncover an extensive comparison of CRM products and learn who the top performers were in customer experience, innovation, and more.
Posted: 24 Oct 2016 | Published: 06 Sep 2016

Marketo

Analytics exploration – today and tomorrow
sponsored by ComputerWeekly.com
ANALYST REPORT: Analysts Clive Longbottom and Rob Bamford explain why businesses need to act now to create a business intelligence platform for the future.
Posted: 30 May 2014 | Published: 30 May 2014

ComputerWeekly.com

ROI Case Study: Salesforce Data.com Tableau Software
sponsored by ComputerWeekly.com
ANALYST REPORT: Analyst group Nucleus Research examines how Tableau Software's used Salesforce Data.com to identify sales leads across regions and to manage its customer data within a single, centralised solution.
Posted: 24 Feb 2014 | Published: 24 Feb 2014

ComputerWeekly.com

Growing Revenue with Smart Marketing
sponsored by SearchCRM
EGUIDE: In this expert e-guide, find out why integrating sales and marketing is essential for making the most of every customer contact in today's e-commerce landscape. Discover how a new way of approaching your revenue cycle, revenue performance management (RPM) can enhance customer interactions with this powerhouse combination.
Posted: 19 Aug 2013 | Published: 19 Aug 2013

SearchCRM

5 Ways Every Sales Rep Can Accelerate Success with Analytics
sponsored by Salesforce.com
WHITE PAPER: This Salesforce research report explores what to look for in an analytics tool and how to put real-time, critical insights in hands of not only executives but their employees as well. Discover how to unlock the information within your customer data to ensure better decision-making, identify best practices, and align your CRM and BI.
Posted: 27 Mar 2017 | Published: 31 Dec 2016

Salesforce.com

Salesforce Integration Guidebook
sponsored by Dell Boomi
WHITE PAPER: This guide explores ways organizations can benefit from Salesforce application integration, provides a step-by-step checklist for your integration project, and describes how to evaluate an iPaaS vendor.
Posted: 20 Jul 2016 | Published: 31 Dec 2014

Dell Boomi

Aligning CRM Metrics with Business Goals
sponsored by Insightly
EGUIDE: This exclusive e-guide unveils the latest best practices for aligning CRM metrics with business goals. You'll learn expert tips on leveraging metrics for Salesforce and the call center, as well as uncover the importance of keeping metrics to a minimum.
Posted: 07 Mar 2016 | Published: 03 Mar 2016

Insightly

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

Sales Management Strategies: Leading From The Trenches
sponsored by Adobe EchoSign
EGUIDE: How do you build a successful sales team from scratch? In this e-guide, learn how Russ Hearl, Vice President of Global Sales at DoubleDutch, was able to shape an ef- ficient team from the ground up.
Posted: 02 Mar 2015 | Published: 02 Mar 2015

Adobe EchoSign

How to Pick the Right Mobile Sales Force Automation APP
sponsored by Adobe EchoSign
EGUIDE: In this e- guide, explore key factors to keep in mind when choosing a mobile sales force automation application.
Posted: 02 Mar 2015 | Published: 02 Mar 2015

Adobe EchoSign

How Companies Know Which Customers Will Buy—And Who Will Buy More
sponsored by SearchCRM
EBOOK: This expert guide examines the ways in which companies are utilizing marketing automation software and customer personalization techniques to better target customers.
Posted: 12 Feb 2015 | Published: 12 Feb 2015

SearchCRM

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

MicroScope August 2014: An issue covering changes in the unified communications market
sponsored by MicroScope
EZINE: An issue highlighting the opportunities in the UC market as well as the ways resellers are adapting to the growth in cloud computing.
Posted: 20 Aug 2014 | Published: 14 Aug 2014

MicroScope

How Technology is Changing the Role of Sales Professionals Using Salesforce.com
sponsored by Canon Information & Imaging Solutions
EGUIDE: This E-Guide examines how technologies are redefining sales roles, and provides insight into how businesses are re-evaluating sales management strategies – from hiring to compensation to internal business processes – to get ahead of the competition.
Posted: 16 Sep 2013 | Published: 16 Sep 2013

Canon Information & Imaging Solutions

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.

E-Book: Integrating Oracle CRM On Demand with onpremise applications: Understanding ROI and best practices
sponsored by Cast Iron Systems
EBOOK: This E-Book engages in some of the big concerns of Oracle CRM on Demand and SaaS CRM integration. And how this integration might affect how some IT and business professionals operate.
Posted: 22 May 2013 | Published: 11 Sep 2009

Cast Iron Systems

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

Getting Sales Dialed In: Improving Process Efficiencies and Increasing Sales Using RingCentral
sponsored by RingCentral
PRESENTATION TRANSCRIPT: This presentation transcript explores how cloud-based telephony can help increase call efficiency, improve manageability, and ensure that a sales opportunity is never missed.
Posted: 29 Oct 2012 | Published: 29 Oct 2012

RingCentral
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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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