How to Choose the Best Sales Force Automation Software for Your Business

Sales Force Auomation Software - image courtesy - Recibo Technologies

sales force automation software (SFA) enables you to streamline your company’s sales processes. It helps in managing your sales pipelines, track contacts, and configures products by providing a mechanism for collecting, storing, analyzing, and distributing customer data to the salespersons and managers.

The software is part of Customer Relationship Management (CRM) and allows a comprehensive view of all the interactions and activities between your company and the customers, including customer support and marketing interactions. This ensures that you contact the customer only when needed and avoid over-contacting.

Sales force automation software also offers a lead tracking feature to maintain sales leads acquired through marketing and sales campaigns. This improves your up-selling and cross-selling. Moreover, SFA enables sales forecasting, order management, and product knowledge in addition to integrated scheduling as well as calendar and email synchronization.

Sales Force Auomation Software - image courtesy - Recibo Technologies


There are different types of SFA tools available in the market; from free and basic to costly and accurate programs. Features may also differ, as some solutions do nothing but consolidate leads, while others are more robust and ensure automated sales insights and track the entire sales cycle in addition to performing custom branding. To select the suitable software, make sure that it fits your needs. Below are some of the points that we think are important in choosing the best SFA software:

1. Cloud or on-premises: Based on the installation, a sales force automation software is categorized into two types; SaaS and On-premises. The SaaS software is paid monthly and is hosted on the server of the vendor. Thus, the business owner does not have to install, update, and maintain the software. On the other hand, the on-premises software is hosted on the company’s local server and is covered with a single license. This is the most expensive type and requires a complex setup and regular extra hardware installation.

2. Contact Management: Keeping track of every lead in the pipeline is tough. The beauty of a sales force automation system, especially in the field service management industry, is its ability to manage the contact list of the team. A good sales force automation system will schedule and reschedule the sales meetings automatically. This structures your team’s time efficiently. Additionally, the automation software updates the status of the deals as they develop in the pipeline and automatically follow-up with the opportunities based on the parameters you have set.

3. Reporting and Tracking: SFA software can automatically track the revenue your field technician is bringing-in on each deal. This is great as it gives you an insight into your team’s performance and trains the technician who is falling behind. Moreover, it can track results for multiple product lines and give you a detailed analysis so that you can focus on the products that need help. Thus, a good automation system will automate a ton of the administrative work of the sales teams making them more productive.

4. Trend Analysis and Sales Enablement: Monitoring business trends is essential for discovering new opportunities. A good sales force automation system will analyze your data and find trends you can monetize. Moreover, it will provide your sales team with everything they need to close a deal. A sales force automation software when used appropriately, will allow you to build a solid sales strategy.

5. Free Trial: Prior to making a decision and investing a huge chunk of your hard earned money, be sure if the software actually fits your needs. Register for a free trial and try out its tools. Also, find out whether the vendor can help you to pilot the platform. Although this may cost some money, it is worth the effort as it will give you the requisite results and points to analyze before making a crucial investment.

In addition to these factors, make sure that you can scale it to your sales team. Ensure that your sales team has had a comprehensive training of the software. In conclusion, your sales force automation system goes hand-in-hand with your CRM. Choosing the right software with the right features requires you to make an honest analysis of your current setup and your future goals.


FieldEZ’s Field Service Management Software

FieldEZ offers a sales force automation software tailored differently for small enterprises and large organizations. With this field force management software, you can carry out all the key tasks needed to manage a remote workforce such as-

Avail the sales force automation software that is just right for you and your needs.


5 Reasons why you Need to Invest in a Sales Force Automation Company

Sales Force Automation Company in India

Sales force automation software is a unified business software solution designed specifically for sales professionals to remove much of their tedious, repetitive work, to free up a valuable time to sell their company’s offerings.


Today, the sales force automation software is adopted across various sectors, including healthcare, retail, logistics, BSFI, amongst others. In everyone’s effort to effectively manage customer relationships, inventory, invoice, and quotes, the sales force automation software companies are expected to be the major revenue contributors to the global automation software market.


sales force automation


According to a recent report by Allied Market Research, the global sales force automation software market was valued at approximately $39 million and is anticipated to reach a whopping $77 million by 2023, with a CAGR of 10.6%. Companies such as Microsoft, NetSuite, Oracles, and salesforce.com are the largest contributors to the market.


The adoption of sales force automation software facilitates better sales, improves sales win rates, and reduces the sales cycle time. Whether you are a small service organization or a global enterprise, sales force automation software is aimed to boost the productivity of your sales agent and improve the revenue generation for your organization.


Given all these effective growth drivers, the software is said to be one such technology that is worthwhile for remaining in an investors’ portfolio. If you still need persuading, below are the top five reasons why you need to invest in a sales force automation technology:


Increased deal closure rates: Presently, several small and medium-sized companies are facing fragmented customer data and an ever-increasing customer base. Implementing the sales force automation software can help centralize and reduce the tedious tasks, thereby allowing the salespersons to track valuable prospects. The software enables the salesperson to analyze the customer’s action and create content, thus allowing personalization of service and an increased deal closure rate.


1. Reduced time to sell: sales force automation software integrated with the company’s CRM acts essentially as a centralized database. This allows the salesperson to quickly access critical information making them more efficient and helping them in delivering better results. This improves the total experience of the customer and encourages a sense of confidence in the customer. North America is the highest contributor to the sales force automation software market in 2016 with a 59% share, owing to the increase in the need to simplify the sales processes to reduce physical efforts required for the sales data and increase in demand for process automation.


2. Easy coordination and management of field sales force: Managing the field sales force and keeping check of their activities is an essential but tedious job for the managers. The cloud-based devices can be put to good use with the help of field service management software. It can be used in mapping, time recording, and activity charting purposes. The details are directly fed into comprehensive sales force automation software to yield beneficial details to the managers. While keeping a close check of the efficiency and performance of the sales force staff, managers can motivate and improve the performance of the team. The cloud-based platform has reported the maximum portion of the global sales force automation software market in 2016 and is predicted to surge ahead at a CAGR of 11% between 2017 to 2023.


3. Boost revenue: The sales force automation software can help the sales team in rapidly generating estimates, transforming them into proposals, and closing a deal.  Prepared with the required data, the sales agent can decide to upsell or cross-sell during the interaction in accordance to the customer needs and current product offerings. It also helps in making sales cycles shorter and faster and thus generates more revenue for the company. Moreover, it can assist the managers with the necessary tools to access every salesperson’s business activity, figures, customer complaints and other relevant metrics. This will help manage growth and measure revenue.


4. Increased customer retention: The real power of sales is not in gaining new customers, but in retaining the old ones. The sales force automation software brings in meaningful insights predicting future customer requests and leading to higher renewal deals. Continuous follow-up messaging is essential in retaining a customer, and with sales force automation, it is easily achievable.


In addition to these, the sales forecasting segment of the sales force automation software is expected to be the major revenue contributor to the global sales force automation market given the increase in investment in business process automation and rise in tracking mechanism to measure inventory management. Thus, these advantages of the sales force automation software compel enterprises and business of all sizes to invest in sales force automation software companies to increase the efficiency and productivity of their sales force.


Invest in the Right Sales Force Automation Company

FieldEZ offers a comprehensive field force automation software tailored separately for large enterprises and small/mid-sized businesses. With FieldEZ’s field service management software, you can enjoy numerous features and benefits, such as-


  • Chat and Collaboration – The software allows your remote workforce to perform better on the field with a chat and collaboration environment for sharing information and expertise.
  • Attendance and Leave Tracking – Manage the absence and presence of resources digitally with attendance tracking system.
  • Automatic Scheduling – Schedule jobs to the right technicians with a smart system that tracks their experience and expertise and assigns them the jobs they would be the best at.
  • Expense and Claims management – Track on-field expenses and make the claim process easier for your remote workforce.
  • Routing and location tracking – Allow your technicians to avoid accidental breakdowns and delays by routing them through an optimized path that tracks traffic in real-time.
  • Inventory and Spares management – Manage your inventory and never encounter a crisis with this feature. It helps to fill in inventories ahead of time.
  • Invoicing and Payments – Bring in the digital transformation to your enterprise by making invoicing and payments a remote job.


FieldEZ offers all of this and more. Pick the best field force automation software and manage your remote workforce efficiently.


Five Reasons why your Business Needs a Sales force Automation Software

Sales Force Auomation Software - image courtesy - Recibo Technologies

In today’s competitive business world, the sales functioning of any company is the most essential business function. Every company is striving to attain sales function optimization and ensures availability of adequate tools and resources for salespersons. This is where sales force automation can help immensely.


Salesforce automation software is a powerful tool designed to reduce time-consuming tasks of both salespersons and managers. Essentially, it is a software system that automates business processes such as sales processing, inventory control, and prospective customer interactions. It also helps in analyzing sales predictions and boosting the performance of sales agents. It comes as a software package that includes a web-ready database, an email package, and customizable templates suited for all types of business.


Sales Force Auomation Software - image courtesy - Recibo Technologies

The software collects all the data in one place, making it easier to prioritize and take quick business decisions. The sales force automation software is commonly integrated as part of a customer relationship management (CRM) system and can also be readily integrated with a field service management software to provide a comprehensive streamlined process.


If you are a business owner and still wondering about how a sales force automation software can help your business, here are top five reasons why your business needs the same:


Maintain Schedule: The sales force automation software automates tasks such as scheduling appointments, directing follow-up emails, updating sales leads, etc. Thus, it improves the overall productivity of the organization. Moreover, it makes it easier for managers to track their appointments and schedules. The sales force automation software has features for setting reminders, alerts, and notification regarding the appointments to ensure that they are not missed.


Sales prediction and Business Intelligence: Implementation of the sales force automation software not only helps save time but acts beyond just solving sales problems. It can accurately predict future income by properly defining the estimated revenue amount. This enables the management to make smart decisions about resource allotment and marketing budgets. Furthermore, it offers the ability to generate various types of metrics so that you can gain insight as to which steps should be taken for a successful sales process. The sales force automation software also helps in refining and optimizing the marketing and sales technique to better fit the niche area of your business.


Additionally, sales force automation recognizes the latest trends and consumer behavior to create a sales strategy. It facilitates a clear and simplified view of the sales pipeline by providing only unambiguous data. This enables the salesperson to predict probable hold-ups and map out strategies to overcome them.


Reduced Lost Opportunities: Sales agents are only human; you cannot expect them to remember every interaction, deadline, appointment, or customer. With the implementation of sales force automation software, salespersons are less likely to be overwhelmed and miss out on opportunities. The software will also help them manage and follow-up with the customers, allowing them to focus their time on increasing the number and the quality of interactions. Thus, reducing the potentially missing tasks that were supposed to be completed.


Lead Management: The sales force automation software helps in listing all the potential leads in your business. This helps in the prioritization of the leads and helps in assigning the best working staff to the higher quality leads, thereby ensuring a proper utilization of resources. Moreover, by using a cloud-based sales force automation software, you can easily track indicators of how important a deal may be by analyzing the overall value and the estimated probability of a deal closure.


Additionally, the software helps extract leads from marketing campaigns, website inquiries, calls, social media channels, and other marketing mediums. The software also informs the sales agent about the detection of a new prospective customer in the pipeline.


Collaboration and Data sharing: There are many ways by which your sales process can improve, only if the salesperson has a better idea about who they are interacting with or any of the past interactions your company has had with the customer. Adopting a sales force automation tool provides a solution for this as well. It facilitates the ability to manage details on all contacts in a central database. This allows the salesperson to instantly access the needed information to forge a successful relationship with the customer and improve the probability of closing a deal. This type of interaction is of paramount importance when a sales agent leaves the company or is just having a sick day.


In addition to the above-mentioned reasons, sales force automation software also provides a comprehensive breakdown of employee performance by tracking every individual sale and generates sales analytics reports. This allows you to compare the performance of your sales personnel with their co-workers, which will indirectly drive the whole team as well as the organization to a higher level of success. Moreover, it helps release salespersons from ordinary support chores and gives them the time to follow additional leads, ensuring increased revenue for the organization.

Conclusively, the sales force automation software is a prevailing tool that improves the sales conversion rates, decreases the sales cycle time, improves the sales agents’ productivity and, in turn, increases the overall revenue of an organization.


Sales Force Automation Software From FieldEZ

FieldEZ offers a comprehensive field service management software meant for businesses to manage their remote workforce with ease. Employing the cutting edge technologies like Artificial Intelligence, Augmented Reality, Cloud Computing, Enterprise Mobility, and the Internet of Things, FieldEZ’s field service management software can revolutionize the way you manage your remote workers and technicians.


Here are a few features of the leading field service management software-

FieldEZ offers a solution tailored field service management for small and medium-sized businesses and one aimed Field Service Management for large enterprises with an ocean of remote technicians. The software employs the latest technologies to completely transform the way a remote workforce interacts with the business, the customers, and among themselves.

Sales Force Automation Software



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