CRM for SFA: what it is and how it can help your organization

Do you need a custom version of sales force automation software developed specifically for your business needs? You may choose from the increasing sales automation software products available om the market, such as bpm’online.


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The sales force automation software helps automate all the stages of a sales process, including customer tracking, inventory control, sales processing, sales forecasting, and performance analysis.

A typical SFA software includes a web-ready database, server, customizable templates as well as an email package and application to make it easy for clients to use. With a module-based design, users can easily customize the software to suit their specific needs. Choose the product from one of the best vendors in the industry to ensure the choice you make is the solution that best meets your business sales execution requirements.

Why your organization needs the best CRM for SFA


Multitasking in an organization by managers and other employees can result in them messing up certain responsibilities hence compromising the quality of customer service. Besides, proper employee tracking may never be viable in such circumstances. All these can have a negative impact on the business. However, with the best CRM for SFA, it will be easier to facilitate the entire sales process since it helps with handling all sales stages. This way, businesses can provide support for their customers as well as employees translating to faster growth.

The primary reasons to acquire CRM for SFA include:

Faster and easier generation of sales reports

With the best SFA quadrant CRM in place, users can easily organize and track pending payments, collections as well as returns. The three are vital when generating sales reports. You don't have to do everything manually anymore when the system is capable of determining when to follow up and where to improve your sales. With such reports, you can make appropriate plans for the future.

Optimizes your daily schedule

Easy customer data management

Promotes sales forecast

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Choosing a best of breed CRM for SFA


Choosing the best CRM for SFA can be challenging. In order to find the right SFA software that is best suited to your specific business needs, you need to consider certain aspects that guide you through the many alternatives available. High performance, reliability, cost-effectiveness and an affordable solution to generate real ROI are just among the things you will have to look at.

The basics of SFA

SFA software is usually an integrated component of a CRM software suite for automation of vital selling processes, such as contact management, account management, opportunity management, activity management and sales order processing among others.

The SFA you choose, therefore, will be responsible for contact management to ensure tracking of all company interactions with its clients. This may involve names, addresses, numbers, dates, resources, contact descriptions, and possible follow-ups. This way, sales reps will only get to contact customers when it is considered necessary. This is vital in preventing accidental omissions. In short, sales force automation will guarantee 360-degree sales-view of activities and interactions between an organization and its customers. When this system is part of integrated CRM software, the 360-degree customer view may also include customer support incidents and marketing interactions related to the customer.

Other SFA software features to consider include:

  • Lead-tracking system to maintain a list of possible sales leads generated by mass mailings,
  • Web visits,
  • Outbound calls among other sales/marketing campaigns.

Social media integration should also be put into consideration as well as other features like competitive intelligence, call center software integration, quote and order processing, activity workflow manager, pipeline analysis, digital dashboards, mobile support, sales performance management, business intelligence analysis, and customer profitability analysis among others.

Having considered the various factors and features above, selecting the right solution needs to be done with the inclusion of key stakeholders like sales managers, sales reps, top-level executive managers, as well as IT and marketing teams. This is crucial because SFA is critical to the success of the entire company. All stakeholders must understand the relevance of such systems so that user adoption can be easier without affecting ROI.

In the process of choosing the right SFA CRM, a company’s specific needs should be taken into consideration. Having representatives from different departments and branches will go a long way in ensuring proper mapping of business processes to particular business software feature sets. Mobile accessibility should be prioritized because most of the sales reps are never in the office.

Lastly, you should ensure that your SFA software integrates well with the existing infrastructure. Look into finer details such as the amount of training recommended by vendors and costs associated with ongoing support and maintenance. According to a majority of companies and enterprises, a close match to their needs is considered the most crucial aspect followed by the right feature sets and cost with the least percentage putting their focus on ease of implementation.

Comparing between on-premise and cloud SFA solutions is also an excellent point to note. Consider the advantages and disadvantages of the two then go for what your company is comfortable with then go ahead to pick the established providers. It may not be easy, but all these considerations will be worth it after all.

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Bpm’online CRM for SFA


Bpm'online has been recognized as the only Challenger in 2018 Gartner's Magic Quadrant for Sales Force Automation. It is an excellent option that is comprehensive yet very simple to use. Many companies now use the software solution, thanks to its simplicity and efficiency in driving sales processes and enabling total control over the customer journey - lead generation to repeat loyal sales.

The features of bpm’online SFA system to help your company make more sales and stay ahead of the competition include:

There are many other features of bpm’online that make it a superior CRM for SFA, but from the few discussed above, you can simply tell that none can match what the system offers. With the right choice of sales force automation CRM, you can comfortably beat your competitors in the same industry as you. When it comes to providing agility in driving sales and ensuring better ROI, bpm’online proves to be the leader.

Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer
in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017;
The Forrester Wave™: Dynamic Case Management, Q1 2018
and The Forrester Wave™: Digital Process Automation for Wide Deployments, Q1 2019.

Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2018, 2017, 2016 and the Gartner Magic Quadrant for CRM Lead Management, 2017, 2016; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2018, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.

Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.

Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.

CRM Magazine, the leading publication of the industry, recognized bpm'online as a Leader in the Midmarket CRM Suite and Sales Force Automation categories, as well as named the One to Watch in the Enterprise CRM Suite in the CRM Market Awards 2018. This is the fourth year in a row that bpm'online made it onto the leaderboard in the Midmarket CRM Suite category, with superb scores all around.

bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.

In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.

Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.

Bpm’online has been named as Leader in CRM Software and Business Process Management Grid® Reports by G2 Crowd, Summer 2018.

Bpm’online has been recognized as a winner in the CRM Watchlist 2019 award

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