Browse Definitions :
Definition

sales force automation (SFA)

Sales force automation (SFA) software is programming that streamlines the collection, analysis and distribution of data in a sales pipeline.

The goal of SFA software is to get the right data to the right people at the right time, and reduce the number of administrative tasks that sales representatives and their managers have to perform manually. For example, sales reps can use SFA software to set up push notifications when a qualified sales lead visits the company's website and an email nurturing campaign to move the lead through the sales funnel.

Managers can use SFA software to monitor sales people's activity and productivity, and use that information to produce marketing plans and sales forecasts.

Depending upon the size and needs of the sales team in question, SFA software may be purchased as a stand-alone app, a cloud service, or a component of a larger customer relationship management (CRM) software suite. Enterprise-level software is usually designed to integrate with core financial applications and includes sales functions such as contact management, territory management and opportunity management.

SFA software can be developed specifically for a vertical industry's needs, or it can be selected from among the increasing number of sales automation software products, such as Zendesk Sell or Shuttle, a lead collection, tracking and distribution software designed by Lunar. No matter what the delivery model, SFA packages usually include a Web-ready database, an e-mail package and customizable templates. A three-tiered architecture is typically used to separate the database, server, and application to reduce programming demands on clients. A module-based design is generally used, to allow users to customize the package to suit their needs.

This was last updated in November 2018

Join the conversation

3 comments

Send me notifications when other members comment.

Please create a username to comment.

We at Apata Concepts are going to try SugarCRM for our SFA. Anyone using SugarCRM? Whats your take?
Cancel
Is this possible with SFA to tracing some one mobile location while he is travelling.
Cancel
Automation has proved a triage to sales. I would like to add automating lead generation can save exhaustive hours spent in finding right prospects.
Cancel

-ADS BY GOOGLE

File Extensions and File Formats

SearchCompliance

  • compliance audit

    A compliance audit is a comprehensive review of an organization's adherence to regulatory guidelines.

  • regulatory compliance

    Regulatory compliance is an organization's adherence to laws, regulations, guidelines and specifications relevant to its business...

  • Whistleblower Protection Act

    The Whistleblower Protection Act of 1989 is a law that protects federal government employees in the United States from ...

SearchSecurity

  • RSA algorithm (Rivest-Shamir-Adleman)

    The RSA algorithm is the basis of a cryptosystem -- a suite of cryptographic algorithms that are used for specific security ...

  • remote access

    Remote access is the ability to access a computer or a network remotely through a network connection.

  • IP Spoofing

    IP spoofing is the crafting of Internet Protocol (IP) packets with a source IP address that has been modified to impersonate ...

SearchHealthIT

SearchDisasterRecovery

  • network disaster recovery plan

    A network disaster recovery plan is a set of procedures designed to prepare an organization to respond to an interruption of ...

  • virtual disaster recovery

    Virtual disaster recovery is a type of DR that typically involves replication and allows a user to fail over to virtualized ...

  • tabletop exercise (TTX)

    A tabletop exercise (TTX) is a disaster preparedness activity that takes participants through the process of dealing with a ...

SearchStorage

  • enterprise storage

    Enterprise storage is a centralized repository for business information that provides common data management, protection and data...

  • disk array

    A disk array, also called a storage array, is a data storage system used for block-based storage, file-based storage or object ...

  • optical storage

    Optical storage is any storage type in which data is written and read with a laser. Typically, data is written to optical media, ...

Close