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Different departments use different application types to manage customer information; front-office employees use CRM applications that support customer-facing activities such as sales, marketing and customer service whereas back-office employees use ERP applications that support transactional, reporting and compliancy activities, such as invoicing, accounts receivable, cash flow management and financial reporting. While front-office applications have historically […]

A Sales Force Automation System (SFA), typically a part of a company’s customer relationship management system, is a system that automatically records all the stages in a sales process. SFA includes a contact management system which tracks all contact that has been made with a given customer, the purpose of the contact, and any follow up that might […]

Sales Force Automation, often abbreviated as SFA, is a process of applying IT to automate the sales process which goes through different phases from prospect identification, lead generation, lead qualification, needs identification, proposal generation, proposal presentation, negotiations and closing the sale. Automation of these aforementioned selling activities is often linked to efforts to improve and […]