Sales Force Automation. SFA – Sales Force Automation  Focus on cultivating customer relationships and  Improving customer satisfaction  Scenario Number.

Slides:



Advertisements
Similar presentations
CRM project. Agenda Introduction About Project Modules.
Advertisements

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS GrapeCity Telemarketing Software for Microsoft Dynamics CRM.
Customer Relation Management System Multi Environment Solutions.
Leads by SourceLead Conversion%Campaign ROI Closed Business by Month.
ACT! 3.0 For Notes R5 Turning Contacts Into Relationships and Relationships Into Results Copyright (C) 2002 – GL Computing.
Cutting-edge technology for the development of business software applications Takes advantage of the most recent international trends, combining Microsoft.NET.
Solutions for IT Sales Teams TRACK on IT A Division of Technology Sales Resource
The Engine Driving Business Management in Project Centric Environments MAGSOFT INTERNATIONAL LLC.
CRM Chapter 4 Sales Force Automation. Contact Management v. Sales Force Automation  Contact Management  Control over your account and contact information.
CRM Customer Relationship Management. What is CRM? CRM is a comprehensive way to manage the relationship with your customers CRM systems enable you to.
McGraw-Hill/Irwin Copyright © 2008, The McGraw-Hill Companies, Inc. All rights reserved.
Achieving Operational Excellence Enterprise Applications Business Information Systems Laudon & Laudon Ch.8 (P.266)
Achieving Operational Excellence Enterprise Applications Business Information Systems Laudon & Laudon Ch.8 (P.266)
Nucsoft Customer Relationship Management. Overview CRM provides sales, marketing, and support teams with powerful tools to efficiently and effectively.
Copyright © 2010 Callbox. All rights reserved..
Sales Force Automation Chapter 4 The CRM Handbook.
Chapter Four Sales Force Automation Presented by: John Eddington Brooke Kendrick Laura Johnson Jenny Mayer.
Customer Relationship Management ANGLER Technologies Empowering e-Business by ANGLER TechnologiesANGLER Technologies.
Welcome to RICHLUND & Associates “Technology Toolbox”
UNIT F MANAGEMENT OF DISTRIBUTION, PROMOTION, AND SELLING
Module 3: Business Information Systems Enterprise Systems.
Sales Force Automation. SFA – Sales Force Automation  Focus on cultivating customer relationships and  Improving customer satisfaction  Scenario Number.
Sales Force Automation and Automated Customer Service Centers
Sales Playbooks and Hitachi trueNortH Partners
Post-merger Sales Force Integration. Revenue Is One of the Primary Goals in 80% of Acquisition Announcements.  Yet, according to McKinsey & Company,
Brought to you by... A developer of CRM software for SMEs and work groups of larger firms. A developer of CRM software for SMEs and work groups of larger.
Chapter 7 Sale-force automation Aj. Khuanlux MitsophonsiriCS.467 Customer relationship management Technology.
How To Get Franchisees To Buy-in To Marketing Campaigns Jan Timms, National Retail Manager Worldwide Online Printing.
Presented by:. Does this look like your To Do List ?  Find prospects like our existing clients  Generate new sales leads  Get the name of that MCO’s.
The Engine Driving Purchasing Management in Complex Environments MAGSOFT INTERNATIONAL LLC.
0 STRATEGIC SALES MANAGEMENT The world of selling must accommodate a dramatically changed world of buying.
1 Integration Process Implementation & Timeline By Functional Area.
© 2006 Cisco Systems, Inc. All rights reserved.Cisco Public 1 Version 4.0 Gathering Network Requirements Designing and Supporting Computer Networks – Chapter.
Sales Plan. Agenda Executive Summary Sales Objectives - Overall Existing Sales Performance Customer Segmentation & Action Plans Opportunities & Territories.
Chapter 2---History and Development of CRM
Module 1: Introducing Siebel Applications
8 - 1 Copyright © 2006, The McGraw-Hill Companies, Inc. All rights reserved.
© 2006 Cisco Systems, Inc. All rights reserved.Cisco Public 1 Version 4.0 Gathering Network Requirements Designing and Supporting Computer Networks – Chapter.
Post-Merger Integration
© 2015 Client Marketing Systems, Inc. Advisors Assistant Everywhere ® – The Complete Solution For Today’s Mobile Advisor Shannon Dempsey Vice President,
Monthly Sales Report 200X-Q1 XYZ Limited Co..
The Effective Sales Automation Solution. ACCPAC for Windows SmartSales will make you a better salesperson and a more effective sales organization.
Post-merger Sales Force Integration. Revenue Is One of the Primary Goals in 80% of Acquisition Announcements.  Yet, according to McKinsey & Company,
Cisco Confidential © 2012 Cisco and/or its affiliates. All rights reserved. 1 Cisco Sales Collaboration Platform Partner Introduction Speaker Name Speaker.
BGS Customer Relationship Management Chapter 9 CRM Technology and Sales Chapter 9 CRM Technology and Sales Thomson Publishing 2007 All Rights Reserved.
Optimum Client Data Management Mike Mahone, RAB Executive VP.
Electronic Commerce Semester 2 Term 2 Lecture 18.
Global Workload Scheduling Software Market WEBSITE Single User License: US$ 2500 No of Pages: 59 Corporate User License:
 Pinpoint Systems Corporation is a provider of marketing solutions and marketing automation software implementation services that help increase the profitability.
Topic 4:.  As with any disruptive innovation, separating the reality from the mythical can be a challenge for any prospective customer trying to accurately.
Global Higher Education Financial and HRM Software Market WEBSITE Single User License: US$ 2500 No of Pages: 72 Corporate.
Cisco Confidential © 2012 Cisco and/or its affiliates. All rights reserved. 1 Cisco Sales Collaboration Platform Partner Introduction Speaker Name Speaker.
Sale Enablement Toolkit
Global Network Analytics Market WEBSITE Single User License: US$ 2500 No of Pages: 60 Corporate User License: US$ 4000.
Marketing-to-Opportunity Scenario Overview
Module 1: Overview of Information System in Organizations
Your Guide to VMware Channel Marketing Partner Programs
What is CRM ? Customer Relationship Management (CRM) is an information industry term for methodologies, software, and usually Internet capabilities that.
Management Information Systems
Platform Overview Provide your marketing and sales groups with a single, integrated, web based on-demand platform that allows them to easily automate and.
Chapter Four Sales Force Automation
Chapter Four Sales Force Automation
The 4 Sales Processes You Need Making Sense of how to Automate Sales
Sales Force Automation
Sale-force automation
Learn how Sage CRM partner add-ons can help you target new customers
Office 365 Integration Delivers Seamless CRM Experience for Sales Representatives in the Field “By creating a fluid line of communication with Microsoft.
CUSTOMER RELATIONSHIP MANAGEMENT CONCEPTS AND TECHNOLOGIES
The role and value of the pre-sales person in the sales cycle
Presentation transcript:

Sales Force Automation

SFA – Sales Force Automation  Focus on cultivating customer relationships and  Improving customer satisfaction  Scenario Number One  Scenario Number Two

The Ever-Evolving SFA  Early 1990’s companies with field sales forces were faced with tremendous amounts of customer information.  Software vendors realized this unmet and unrecognized need.  Info about customers was kept in “little black books” that left with the sales reps.

The Promise of SFA  Putting account information directly in the hands of field sales staff.  Making them responsible for it with the promise of…..  Making them more productive.  Synchronize information with the corporate client/server database.

Sales Force Automation Tools  Sales Process/Activity Management  Include a sequence of sales activities  Guide sales reps through each discrete step in the sales process Opportunity Generated Lead allocated Prospect contacted Prospect qualified Solution identified Order placed Sales process Sales activity

Sales Force Automation Tools  Sales Process/Activity Management (cont)  Offer calendars to assist in the planning of key customer events  Proposal presentations  Product demonstrations  Alarm Reminders  Signal important tasks  Generate documents as they are needed  Make decisions based on the user’s input  Generate a mailing suggestions

Sales Force Automation Tools  Sales and Territory Management  Tools that enable sales managers and executives on-demand access to sales activities  Before, during and after the order  Enables managers to set up sales teams and link individual accounts, regions and industries.  Allows tracing of territory assignments and monitor pipelines and leads for individual territories.  Allows optimization of individual teams

Sales Force Automation Tools  Contact Management  Deals with organizing and managing data across and within a company’s client and prospect organizations.  See p. 84 of the types of questions that can be answered with this tool.

THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. THE REMAINING PAGES ARE INTENTIONALLY NOT SHOWN. THEY ARE SHOWN ONLY IN THE MEMBERS DOWNLOAD AREA.