Sales Force Automation

What is Sales Force Automation (SFA)?

Sales Force Automation is a component of Sales CRM. Sales CRM encompasses other areas such as sales lead management, marketing automation, workflow automation and email marketing. Many of these same features are incorporated into Sales Force Automation.

At the heart of LeadMaster is a Sales CRM system. However, it was designed with sales and marketing people in mind so it truly is one of the easiest Sales Force Automation systems around. All of the information a sales representative will want to access is usually within 2 clicks of the mouse.

Why use Sales Force Automation?

Sales Force Automation will make sales representatives more efficient, save time and improve their productivity. For example, many sales forces have multiple representatives calling on the same customer. SFA helps coordinate communication with the customer. Over communicating can irritate a prospect or customer.

Here's an example on how that can happen. A sales team might have a field sales rep, a sales engineer, a marketing support representative, an inside sales representative, a technical specialist, an industry expert, a solutions expert and all of their management working inside the same account. Imagine that company came out with a new product and all 7 representatives sent the customer the new product announcement. Now imagine that same customer also getting the same information from the product marketing, industry marketing, solutions marketing, vertical marketing and field marketing organisations. Can you see how that might be irrritating to the customer?

Sales Force Automation and LeadMaster in particular provides the sales organisation with tools to improve communication with propsects until they are ready to buy using lead nurturing. A prospect can be set up on a lead nurturing track where they receive informative emails on a regular basis.

Here's an example on how LeadMaster uses its lead nurturing track. When a customer signs up to our 30 day trial. A lead statuts get created instantly when the customer hits the buttom "submit". A lead nurturing track got triggered and the workflow automation will start. For the next 30 days , the customer will receive information on our product, a series of emails taking him through our CRM without any human interactions. This helps to qualify your customer in and out. People who are interested from people who are just looking for information.

To be truly effective all customer interaction should be logged in the Sales Force Automation system. However, some Sales Force Automation systems make entering information not worth the trouble. For example, it takes 12 clicks for a sales representatives to record that they left a voice mail in SalesForce.com. If it isn't as easy as email, the reps won't willingly use it. It has to add value. 12 clicks to log a voice mail isn't adding value, it's adding pain.

Here's an example on how LeadMaster uses its Sales Force Automation. LeadMaster has created different "click to actions" buttons to shorten the process for sales representatives. Once click on a button, the system will automatically and instantly leave a comment in the comment section, stipulating the information. Here, the Sales Force Automation has been displayed under "EXPRESS / AUTO UPDATES". Remember that LeadMaster CRM is highly customisable... so this section can be called like you want.

LeadMaster Sales Force Automation is a robust application with many powerful features, yet it is easy to use. Many customers use it on a daily basis.