Sales Force Automation (SFA) Features and Functions
Sales cycle automation links your outside sales, inside sales, technical support, management, and service and customer care. The goal is to increase communication and hence efficiency between sales and support teams.
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Core Functionality
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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Sales Strategy
Managers rely on field feedback from the CRM application to create and to implement sales strategies, which best fit specific segments.
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Account Configuration Manager
The tool allows users to create and maintain customer profiles with account information and links between the customer and other groups or group members.
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Insurance and Investment Contact Management
The tool allows users to create and maintain household profiles with account information as it pertains to Insurance/ Investment business.
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General features for contact manager
Contact management is the management of all the tasks and information related to developing and maintaining relationships with the people with whom you do business.
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Pipeline Manager
The established sales process sequence that is typical for a company. A pipeline manager allows the user to create, maintain, and view sales opportunities as the opportunities refer to the pipeline.
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Lead Manager
Lead management functionality can be seen as a subset of opportunity management. A sales person can import leads from multiple sources and, using criteria established through the sales process, weigh the potential of those leads to become opportunities.
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Lead Tracking and Distribution
These tools support tracking the source of leads and distributing leads to the right individuals
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Activity Manager
Activity manager tools allow users to create, maintain, and share to-do lists. Managers can perform detailed analysis based on their unit activities.
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Sales Forecasts
Sales forecasting functionality provides users revenue forecasts by collecting information from multiple sources in different format.
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Multimedia Encyclopedia
A multimedia central repository of detailed information regarding a company's products and pricing along with information about the competition.
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Service and Sales Support Management
A central and rule-based method to manage and support sales data.
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Design Customer Solution
Considering the uniqueness of every customer, an SFA module provides you with the capability to design a custom fit solution or product for your customer.
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Quote Management
Enables salespeople to quickly and accurately quote products to customers, to properly manage a larger volume of quotes and orders, as well as to easily communicate information to managers and back-end systems. Managers can review current and historical sales information to make better-informed decisions.
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Team Selling
Real-time, company-wide access to detailed account data enables you to facilitate collaboration between sales, customer service, and support.
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Sales Process Scripting
The system provides an effective method of identifying trigger points that indicate to the sales person, via a script the best solution to propose.
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Sales Territory and Boundary Management
Territories are the primary way by which an organization directs opportunities and organizes its sales force. With flexible and configurable territory management tools, you can instantly and automatically route opportunities, accounts, contacts, and activities to the right sales team members.
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Embedded Reporting
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CRM for Financial and Insurance Markets Features and Functions
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