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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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Riding the AI Analytics Wave: How Salesforce Einstein Measures Up
sponsored by Salesforce.com
EGUIDE: In this expert e-guide, we explore how AI integration augments analytics apps. Discover AI's potential to open new doors for IoT and cloud strategies, and learn about how Salesforce's Einstein platform measures up.
Posted: 20 Jun 2017 | Published: 15 Jun 2017

Salesforce.com

Migrating from Salesforce Classic to Salesforce Lightning Experience
sponsored by Salesforce.com
EGUIDE: In this expert e-guide, we explore tactics for migrating to Salesforce Lightning. Learn how to anticipate critical factors that could impact your migration, including your previous Salesforce usage and compatibility with your existing apps.
Posted: 20 Jun 2017 | Published: 15 Jun 2017

Salesforce.com

The Age of the Patient: How CRM Guides Providers in this New Era of Healthcare
sponsored by Salesforce
WHITE PAPER: The shift toward value-based reimbursement and advances in CRM technology has created an opportunity to transform the patient experience. In this e-book, uncover how you can engage your patients and maintain relationships to improve satisfaction in this "Age of the Patient."
Posted: 01 Jun 2017 | Published: 01 Jun 2017

Salesforce

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

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

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

Appcelerator

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
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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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