Common Sales Force Automation (SFA) Modules

The following are the most common modules of SFA solutions, as generally discussed in the Problems/Solutions section. However, any solution can be fully customized to fit the needs and desires of your organization.

• Contact Management - This SFA module Provides a central database of contacts in a standardized format. Allows team members to easily access and manage client information.
• Lead, Territory, and Opportunity Management - This SFA module allows automated and efficient lead assignments as well as tracks response times, sends reminders, and forecasts and manages sales opportunities by team or region.
• Workflow & Task Management - This SFA module creates an effective structure for the sales process across the sales team and allows management to easily track sales pipelines by client and staff.
• Quote Generator and Inventory Status - This SFA module allows sales people to provide immediate quotes and confirm current inventory levels to ensure delivery of products as promised.
• Order Submission - This SFA module provides a standardized format for submitting orders to the fulfillment center.
• Knowledgebase - This SFA module stores all sales materials including brochures and pricing, and ensures that sales teams are using the latest product information in their sales efforts. Can also automate sales announcements and information to clients.
• Asset Manager - This SFA module allows sales reps to reserve and track shared resources such as laptops, conference rooms, training venues, and LCD Projectors.
• Sales Forecasting - This SFA module enable sales management to properly manage sales pipeline with up-to-date sales forecast entered by sales reps.
• Mobile Sales Support - This SFA module allowing field sales reps or remote sales reps to gain access to sales data via PDA, cell phones, and other mobile devices.

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