Sales Force Automation
Presented by: Vaishali(100802)
Sale Force Structure
Territory Product Customer
SFA: Now and Then
SFA were originally meant to improve sales force productivity and encourage salespeople to document and communicate their field activities They are becoming increasingly focused on cultivating customer relationships and improving customer satisfaction
Inside Sales Force
Conduct business from their offices via telephone or visits from perspective buyers. Includes:
Technical support people Sales assistants Telemarketers
Todays SFA
Sales Process/Activity Management Sales and Territory Management Contact Management Lead Management Knowledge Management
Sales Process/Activity Management
Guide rep through sales process Real time information Responsibilities/Team Selling Analyze activities efficiencies
Sales and Territory Management
Sales managers oversee tens or hundreds of sales teams and cannot stay abreast of every active sales initiative Sales management tools can enable them to manage this large task
Lead Management
Allocate leads/opportunities Track leads/opportunities - evaluation of:
Reps Regions Stage in sales process
Knowledge Management
Presentations Forms Literature Reports Industry and competitor data Promotional material News and press releases Education e.g. training
Contact Management
Contact Management:
Subset of sales force automation that deals with organizing and managing data across and within a companys client and prospect organization Software can contain various modules for maintaining local client databases, displaying updated organization charts, and allowing salespeople to maintain notes on specific clients or prospects
Can answer specific questions quickly Enable salespeople to communicate their schedules to the organization at large
SFA and Mobile CRM
From Client/Server to the Web:
Web has simplified information availability Intranet eliminates traditional support costs of managing communications Salespeople no longer need act as systems programmers, setting up their communications options, modem settings, and the like
SFA goes Mobile:
CRM vendors intend to unburden it altogether Handheld devise technology is evolving fast (PDA) Personal digital assistants can support anytime/anywhere
Field Force Automation
Field Force Automation Field Service implies the service or repair of customer equipment on the customers premises Each communication can be performed using wireless technology Wireless technology ensures near real-time repair updates allowing CSRs and sales reps to interact with the same data in real time FFA is the fastest-growing area of CRM
SFA Benefits CRM
Sales force automation leads to better informed and more productive reps Increases likelihood of closing a sale Enhances customer relationships
THE END
Any Questions?