The Positives of Using Sales Force Automation

by Rudrajit Chakraborty Digital Marketing Expert

Sales force automation, also known as SFA, refers to a practice of using automated processes to run the sales operations of a business organization. Sales force automation app can be of any kind that performs one of the following functions – inventory management, order processing, sales force tracking, delivery tracking, automated receipts, and more. SFA apps keep a detailed record of all customer interactions and also assist in making sales reports.

With the advent of digital technologies, an increasing number of companies are adopting the use of mobile apps for sales force automation. But the requirement of every business is different. And therefore, what works for one organization may not work for others. For businesses who want to develop a custom-made mobile app, they contact mobile app development company in Kolkata.

One very common example of sales force automation is a sales force tracking software. In the traditional sales approach, a product passes through many channels like distributors, wholesalers and local dealers. Most businesses have sales agents on the field who meet with retailers and clients. Sales tracking software helps regional sales managers to keep track of these sales agents and monitor the number of clients meetings they do in one day. Sales force automation app is also helpful for the salespeople. With the help of a mobile app, they can process orders instantly, keep notes about specific customer demands, and check order history.

Sales force automation has the following advantages:

• Boost productivity
  

When a business uses sales force automation, all important data is saved in a centralized location or server. This enables employees to easily access all information whenever required. Details such as orders, payments, exchanges and returns can be found without any hassle. There is no need to go through thousands of emails. Invoices and receipts also get generated automatically through the system. This helps to save a lot of time for the employees. The extra hours can be spent in doing other important work. This increases the productivity of the employees.

• Schedule meetings
  

Sales agents are required to do 5-6 meetings in one day with various clients. Sometimes, the multiple meetings can result in some confusion regarding the schedule. Sales force automation helps to generate an automated schedule of all the pending appointments. The mobile app can even send reminder alerts to both the sales agent and the client. This will ensure that no meeting is ever missed without prior notice. This improves the efficiency of the sales force team.

• Timely delivery
  

When an order is processed through sales force automation app, it takes into consideration relevant data like the items ordered, availability, original warehouse details, and the final delivery address. This makes sure that the delivery is scheduled on a practical date which can be met by the company’s delivery team. When consumers get prompt delivery on time, it encourages consumer for a second purchase. This helps to build loyal customers.

• Employee evaluation
  

Sales force automation provides sales managers with all information regarding the amount of work done by each sales agent. Their meetings and the number of sales done by each agent can be monitored by managers. This makes it easier for managers to make the employee evaluation reports. With the information being auto-generated, there is minimal chance of any human errors being made.

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Created on Jun 7th 2018 07:42. Viewed 490 times.

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