Guide to Sales Force Automation (SFA) Software

Sales automation software can help make your sales business more efficient and effective by providing easier ways to track and service sales leads and easier ways to manage sales contacts.

Use SFA software when your business has a large number of sales accounts and leads and needs a better way of staying on top of all of your sales information.

When selecting sales force automation software for your business:

1. Compare the features offered by the various SFA solutions available.

2. Consider the training needed by your sales staff and the training programs offered for the sales force automation solutions that you choose.

3. Choose an SFA solutions provider that best fits your company's needs.

Action Steps
The best contacts and resources to help you get it done

Take a look at the features and specifics of the various sales force automation systems available

When looking at various sales force automation solutions, you need to carefully compare program features. Look at the price, ease of use, availability of features, and program reliability. You may also want to choose between web based sales force automation and software based SFA tools.

I recommend: View a demo or request a free 30-day trial of the web based SFA solutions offered through Salesforce. Look at various demos of the GoldMine suite of products offered through FrontRange Solutions. Request a free trial of the NetSuite sales force automation solutions. SAP gives an extensive introduction its sales force automation systems on its sales website. Compare sales force automation software programs online at Capterra.

Think about the training programs offered for various SFA solutions

If you have sales staff without experience on any kind of sales automation software, you must start from scratch in terms of training. Make sure that the SFA software provider or web-based provider has training programs in place. Alternatively, you can obtain training on sales force automation systems through various independent training providers.

I recommend: Contact TrainerQuest for training on various sales force automation systems including Siebel, GoldMine, ACT! and SalesLogix. Obtain training on the GoldMine sales automation software from Training Solutions Now. Contact Sales Automation Group for training on sales force automation software.

Choose a provider of sales force automation software for your business

Look for a provider of sales force automation tools that can provide you with excellent customer service, technical support and other necessary assistance. When considering any type of sales force automation software, be sure to ask about these services.

I recommend: Learn about the support and customer service offered by Oracle for their Siebel SFA software. Get technical support and customer service from FrontRange Solutions on their GoldMine software. Consider the advantages of Microsoft Dynamics CRM for ease of integration with your existing Microsoft software products.

Tips & Tactics
Helpful advice for making the most of this Guide

• Be sure that the sales automation software that you choose for your business will work with your company's existing computer software and operating system.

The official source of Sales Force Automation (SFA) Software is
the Sales Force Automation (SFA) Software page at Business.com