Customer Relationship Management (CRM) and Sales Force Automation (SFA)

Effective use of Customer Relationship Management (CRM) software enables the following:
  • Forecast cash flow from sales
  • Speed up the sales cycle
  • Manage the sales force
  • More repeat sales
  • Customer service tracking

Complete CRM systems include a Sales Force Automation (SFA) component which helps automate sales and sales force management functions including:

  • Sales lead tracking
  • Forecasting
  • Order management
  • Product knowledge

Additionally, marketing functions enable the following:

  • Collecting demographic information of customers and prospects
  • Tools to segment the client base
  • Tools to target market
  • Audit customer experiences
  • Integrate with the sales function

Finally, customer relations are enhanced because:

  • Contact management data is centralized
  • Customer support issues can be logged and tracked
  • Customer activities can be scheduled and tracked
  • Integration with the back-office allows for seamless access to all relevant customer data in one system