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Sales Force Automation

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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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Key Tips to Smarter Sales with Intelligent Sales Force Automation Tools
sponsored by bpm'online
EBOOK: A sales rep's value no longer lies in providing information, but whether they can provide meaningful, relevant interactions with buyers. Access this ebook for 3 best practices to maximize your sales reps' efficiency and shifting their focus on the customer by adding intelligence to lead qualification and forecasting processes.
Posted: 29 Aug 2016 | Published: 29 Aug 2016


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


5 Questions Every Sales Department Should be Able to Answer and How Analytics can Help Answer Them
sponsored by
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

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


How a CRM Solution Helps Small Businesses
sponsored by
WHITE PAPER: Is there a secret sauce to success? For small businesses looking to break-through, it's called "customer relationship management" or CRM. This e-book will introduce you to the basics of CRM.
Posted: 29 Jun 2015 | Published: 29 Jun 2015

Your Complete CRM Handbook: Everything You Need to Know to Get Started
sponsored by
EBOOK: Is it time for your organization to invest in a CRM solution? The contents of this e-book will help you to answer that question and provide you with the information you need to get started.
Posted: 03 Jun 2015 | Published: 03 Jun 2015

Case Study: Quote Automation for Multi-Channel Sales
sponsored by Quosal
CASE STUDY: Discover how Unified Power changed the appearance and information contained in their quotes, integrated them with their ERP system, and gained new insights into sales.
Posted: 08 Aug 2014 | Published: 08 Jan 2015


Analytics exploration – today and tomorrow
sponsored by
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

ROI Case Study: Salesforce Tableau Software
sponsored by
ANALYST REPORT: Analyst group Nucleus Research examines how Tableau Software's used Salesforce 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

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


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


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


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


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


How Technology is Changing the Role of Sales Professionals Using
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


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


Rampart Hosting Brings Salesforce Automation and E-Commerce to Progress Lighting’s 5,000 Item Inventory
sponsored by Appcelerator
CASE STUDY: In 2011, residential and commercial lighting provider Progress Lighting contracted Rampart Hosting, LLC to develop a mobile application to allow its customers to browse its catalog of products on iPhone, iPad and Android devices. Read this case study to discover the mobile development tools and strategies that Rampart leveraged.
Posted: 24 Aug 2012 | Published: 24 Aug 2012


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
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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, … 
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