Core Functionality Features and Functions
A comprehensive sales force automation (SFA) module will provide a full range of functionality, allowing users to automate their sales activities.
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- Calendar and scheduler
- Contact management
- Inquiry management
- Quotation management
- Pipeline management
- Management of specific sales opportunities
- Territory management
- Team-selling support
- Sales knowledge base
- Online product catalog
- Portal organized around sales
- Automated correspondence
- Literature fulfillment
- Single-user scheduling
- Multi-user scheduling
- Sales speech scripting
- Direct mail tools
- Lead generation tools
- Forecasting module
- Order manager
- Supports OLAP technology
- Resource allocation tools
- Activity manager
- Interacts with product configurator
- Embedded customer survey module
- Application window design module
- Application query design module
- Interaction with a workflow engine
- Natural-language (for example, plain English)
- Graphic design tools
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Sales Force Automation (SFA) Features and Functions
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