Materials to help your company adopt the technology.
Source: www.InsideCRM.com
- How to Drive Adoption of Your SFA Solution: Get your employees to embrace SFA with these tips.
- Developing an Effective Sales Process for the Enterprise: Use this tutorial to learn how to create sales processes that work.
- Sales Force Management System: This reference from Wikipedia offers an in-depth look at SFA.
- Keeping Pace with the Sales Force Evolution: Learn how to stay on top with this article.
- Best Practices for Salesforce for Google AdWords: This guide will walk you through using Google AdWords and how you can track your success using Salesforce.com.
- CRM On Demand Best Practice: Delivering Actionalble Insight Into Sales: Learn how to use automation for increased information and insight.
- Automating Lead Qualification and Follow Up: With this article, you'll learn how to identify customers that are ready to be converted into sales.
- User Adoption of Sales Force Automation: 6 Principles for Success: Use these methods to get your salespeople to adopt SFA.
- Automated Sales Order Processing for Order-to-Cash Performance with SAP Solutions: Learn the details and advantages of automating sales orders with SAP solutions.
- Building a Customer Listening System Using Web 2.0: Find out how to use Web 2.0 tools to manage customers.
- How to Sell Sales Force Automation Inside Your Company: This article will teach you how to get the higher-ups in your company on board with SFA.
- Replicate Sales Success: Clone Your Star Salespeople: Learn how to turn all of your sales force into stars with this guide.
- Managing Customers: Learn how to manage your customers through marketing and more with this tutorial.
- Collecting Cash Faster with Real-Time Document Delivery from Your SAP Application: Find out how to use real-time document delivery to receive payment faster.
- Maximizing User Adoption of Your Sales Force Automation Solution: Learn about best practices for adoption among your sales force.
Tools
This list of SFA tools and solutions represents just a fraction of what your team can have at its disposal.
- NetSuite CRM+: Manage your customers and sales team with this solution.
- Nsite Quote and Proposal Management: Automate the proposal process with this software.
- Salesforce.com: Salesforce.com offers solutions for SFA, relationship management and customer service.
- Oracle Siebel CRM On Demand: Oracle Corp.'s subscription-based service covers sales, service, marketing and contact operations.
- Sales Cycle Manager: This tool provides win/loss ratios, prioritization and forecasting.
- Maximizer CRM: Maximizer CRM's SFA functions make it easy to access customer information and increase productivity.
- HarvestGold Personal Sales Goals: Keep track of income objectives and productivity goals with this tool.
- Restaurant Guide: This tool from Salesforce Labs uses Yelp to find local restaurants for client meetings.
- SugarCRM: SugarCRM is an adaptable, open-source application that can be easily customized.
- ShadeTree MATRIX: This solution is customized to your team, and it offers a way to identify conversion opportunities.
- Absolute Automation: Using this service, you can automatically log emails in popular email clients.
- Ready, Set, Sell!: Teach your new recruits to sell with your SFA system using this tool.
- ActiveOutlook: This plugin for Outlook searches Salesforce.com to retrieve contact and opportunity information for the person who emailed you.
- smartSales: With smartSales' mobile solution, your company's sales force can complete sales tasks anywhere from their wireless phones.
- Entellium eSalesForce: This solution will distribute leads, generate reports and much more.
- Manticore Technology: Score leads, build prospects and integrate with Salesforce.com using Manticore Technology Inc.'s solution
- Microsoft Dynamics CRM: This solution from Microsoft has an Outlook feel to it and integrates with other Microsoft products like SharePoint Server.
- Advanced Call Scripting: Guide your salespeople through interactions with this application.
- SAP: Look to SAP for an all-in-one solution that covers SFA and broader CRM needs.
- PeopleImport: With this tool, you'll be able to import massive lists without duplicates.
- DealSheets.com: This slick automation tool creates documents, calculations and more based on inputs from your sales force.
- RightNow Sales: Use this tool to streamline leads and increase productivity.
- SAS Customer Intelligence: Get interaction management, marketing automation and more with SAS Customer Intelligence.
- CardScan: Automate business-card data entry with this tool.
- Outrigger: With this campaign-management tool, you can keep an eye on company activity and monitor your campaigns.
- Cloud9 Pipeline Accelerator: Keep an eye on opportunities in the pipeline and promote team selling using Cloud9 Pipeline Accelerator.
- FormCheck: Get rid of spam and fake entries with this tool.
- Articque GeoAnalyser for Sales: Use this application for automated mapping of your sales activity.
- EchoSign: With this application, you can automate contract signatures to accelerate sales.
- Infopia: Make relationships with your online customers using this solution for e-commerce.
- FormFactory: Use FormFactory to generate quotes, orders and proposals fast.
- Centive Compel: Streamline sales-compensation calculations and metrics with this tool.
- FrontRange Solutions GoldMine: Use this software to streamline sales, increase productivity and win customers.
- Sage SalesLogix: With Sage SalesLogix, you can increase productivity and maximize selling.
- Synergistix CATS Software Suite: Use this solution to help your sales force focus on planning and detailing.
- Lead Look-Alike Finder: Weed out the duplicates in your system with this tool.
- Vtrenz ROI Insight: Find out the ROI (return on investment) of lead-generation activity, track your campaigns and more with this tool.
- CRM Surveyor: Use CRM Surveyor to automate customer surveys and get feedback on lost sales, issues and ratings.
- Makana Motivator: Design your plan to create incentive plans, quotas, territories and earnings by salesperson.
- Boulder Logic Reference Manager: Automate the identification of customers who are willing to give your company a good reference with this tool.
Articles
Hear opinions on SFA, get advice and read white papers.
- SFA: Cost Considerations: Make your SFA solution work with your budget using this white paper's advice.
- Sales Effectiveness Through Knowledge: See how knowledge can help you take your sales to the next level.
- Turning Sales Into Science: See how the sales 2.0 era is being ushered in.
- Sales Force Automation FAQ: Learn the basics of SFA in this article.
- The Brave New Mashed-Up World of Online Sales: See how software is mimicking real-life sales tactics.
- Entellium Inc. White Papers: Register to access these free white papers, and you'll learn more about SFA and CRM in general.
- 10 Reasons to Love CRM Marketing Automation: This article will tell you why you should be using SFA and may even introduce a few applications you weren't aware of.
- Transforming Sales From Art to Science: Sign 'Em Up: Take the scientific route for SFA.
- Top 10 SFA Software Systems: Check out some of the best SFA vendors and consider their strenghts and weaknesses with this report.
- Intelligence Sells: Read this article to learn why you should supplement SFA with sales intelligence.
- Sales 2.0, Customers 1.0, Vendors on Deck: See how the sales force is changing with technology.
- Inside CRM's SFA Buyer's Guide: Learn about what features fit your business's needs and consider the costs and benefits that come with a SFA solution.
- CRM Evaluation Guide: 100+ Questions Consultants Get Paid to Ask: Make a good decision by asking your SFA provider these all-important questions.
- Manticore Technology's White Papers: Manticore Technology offers advice on increasing revenues, empowering your sales force and taking the next step online.
- Mobile CRM: Six Experts Dial In: See what experts are saying about taking SFA mobile.
- Document Process Automation for Customer Orders: This article will help you consider the documentation segment of SFA.
- The Paper Shuffle: What Is It Really Costing You?: Find out how much money your company is losing by not automating sales.
- An SFA Primer: This article will detail some of the benefits of SFA and discuss common questions.
- Developing a Smarter Sales Organization: See how you can streamline sales with SFA.
Case Studies
Take a look at what other companies have done with SFA to consider how the technology can make a difference in your own organization.
- Endeca Extends Salesforce Throughout Enterprise for Accurate Reports, Forecasts and Company Tracking: Find out how this company transitioned from its outgrown contact-management software to a thriving sales-force-management solution.
- Portal to the Future: Postini Increases Productivity Tenfold Without Increasing Staffing Levels: With an SFA system, Postini got better productivity and faster response times.
- Case Study: Sales Force Automation with PocketPC: See how this company found an efficient way to collect sales information from its distributors.
- Beyond Contact Management: Learn about how this carpet maker uses mobile software to process orders.
- Sales Force Automation Technology Lifecycle Refresh: See how Diebold Inc. used SFA to upgrade more than 700 users quickly.
- Web-Based Sales Force Automation Enhances Strategic Customer Relationship and Sales Performance: Learn how this pharmaceutical company built a flexible, scalable, Web-based SFA system.
- The Smoothest Systems Implementation in Company History: This company made a smooth transition from one SFA system to the next: find out how it did so.
- Procuri Gains a Competitive Edge with Salesforce and the AppExchange: With Salesforce.com, Procuri Inc. now has a high adoption rate, accuracy and visibility.
- Synergistix Helps Steifel Laboratories Attain Greater Sample Accountability: Steifel Laboratories Inc. was able to stay on top of its drug samples using an SFA solution.
- SurfControl Secures Sales Growth and Service Leadership with Salesforce: SurfControl enjoys increased quality and productivity with its SFA solution.
- Motorola Implements Easy-to-Manage, Cost-Friendly Solution for Customers and Employees: Motorola was able to reduce application deployment time and improve SFA with a new system.
- BlackBerry and mWholesaler Make Financial Sales Team More Competitive: This solution made on-the-spot data access possible for wholesalers of Essex Corp.
- Wireless Sales Force Automation Case Study: This case study focuses on a mobile solution for account information.
- Enabling the Mobile Enterprise for Field Force and Sales Force Automation: See how going mobile can help automate your business's sales force.
- HiT Software Installs Soffront CRM to Improve Customer Support and Sales Automation: Find out how this software company found the SFA solution that would work for its needs.
- Salesforce Drives Enterprise Success at Symantec: In just three-and-a-half months, Symantec Corp. and Veritas merged and replaced their complex SFA systems with one that was much easier.
- BusinessEdge Solutions Case Study: A Major Pharmaceutical Company: A Fortune 50 pharmaceutical company was able to improve upon its outdated SFA system.
- Unisys Inrastructure Services: Unisys used SFA to make communication, processes and workflows easier for everyone.
- Telnet Solutions Increases Sales Productivity by Using Salesforce SFA: This telecom company was able to handle a massive increase in customers with an SFA solution.
- Maporama International Identifies New Revenue Opportunities After Implementing Salesforce in 15 Days: Fast implementation, increased revenue and improved customer service are all part of this company's success story.
- BlackBerry Increases Customer Service for Corporate Real Estate Company: See how a real-estate company used BlackBerry devices as an SFA tool.
- Altium Creates and Deploys Six Critical Business Applications in Just Four Weeks with Salesforce Unlimited Edition and the Force.com Platform: Altium Ltd. used Salesforce.com to create a fast, scalable, competitive system for SFA.
- Magma Design Automation Implements Comprehensive CRM from Salesforce.com for 600 Users: Magma Design Automation Inc. found a cost-effective solution to SFA.
Books
These publications will give you an in-depth look at implementing SFA and reaping its benefits.
- "Sales Automation Done Right": Explore every aspect of SFA and learn how to improve its effectiveness with this book.
- "Perormance Dashboards: Measuring, Monitoring, and Managing Your Business": This book will teach you how to use dashboard technology for automation and optimization.
- "The Complete Guide to Accelerating Sales Force Performance: How to Get More Sales from Your Sales Force": Learn how to evaluate and improve the framework of your sales force using this text's insights.
- "Salesforce.com For Dummies": This guidebook will teach you how to get the most out of Salesforce.com's service.