Sales Force Automation is a tool which facilitates all the process of sales personnel and increase efficiency of their sales. Right information at right time is very helpful for the sales persons. Sales persons need real time information of their product or services prices, position of stock and customer MIS as well as their target information. SFA are very popular in Pharma, FMCG, Insurance and other industries. The typical modules in any SFA are described here.
This module provides a facility to manage leads for sales person. Complete focus is to how generate leads by which marketing mode and once a lead generate module generate auto alerts for follow up and conversion of lead to sale.
Prospect management is management of client or company till he finally places the order. Prospect management includes all the details management of prospect and presentation of product or service.
This is also an important function because we know sales person are direct representatives of company so they must have information about orders invoices and returns also. This module gives this functionality to sales person.
By the data available in the system sales forecasting can be done by system and the target can be distributed to all the employees.