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Best Sales Force Automation Software in 2020 - Try Out Demo

Finding the best SFA Sales Force Automation Software for your business is now faster and easier! Compare prices, reviews, features, and get free consultation to find the perfect software.

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What is Meant by Sales Force Automation?

Sales are the lifeblood of any business organization and managers are constantly on the lookout of technological tools that will increase their sales level. In such a scenario, the necessity of sales force automation tools increases dramatically, as platforms such as SFA software can help any company achieve its strategic marketing goals.

Sales force automation means the integrated application of specialized systems that manage inventory, handles leads, predict accurate forecasts, and enhance sales numbers. The best part about modern sales force automation software solutions is that they completely automate routine tasks for the sales team such as contact management, order processing, sales monitoring, inventory control, order tracking, and employee performance evaluation.

Sales automation software is a business asset, and it reduces unnecessary paperwork, administrative burden, and dependency on a huge sales staff. Sales force CRM software systems can track all stages of a sale and keep a record of all customer interaction so that personalized service can be provided to valued clients. It manages all customer calls, emails and meetings – having all this vital information available at hand enables managers to make informed business decisions to achieve strategic goals faster and more effectively.

Sales automation software can handle vast volumes of customer interactions through emails, phone calls, website visits, and even social media. SFA software can help small organizations, startups, and even global organizations eliminate many of the time-consuming and cumbersome tasks associated with the entire sales cycle. Sales force CRM software systems are well-designed, intuitive and smart platforms that cater to the needs to sales professionals, and leave them free to handle strategic decision making by reducing the time spent on routine administrative work.

Sales force automation software helps field teams do their job more efficiently and provide a wealth of resources to team members. There are many core functionalities and additional features in SFA solutions, and it is definitely a smart move to invest in a robust sales force automation software package for any organization to increase its business revenue exponentially.

Features of Sales Force Automation Software

Sales force CRM software solutions come packed with a number of dynamic features that can lead to tremendous cost-saving and increase the pace of daily operations.

Here are some useful features that are part of most modern SFA software packages:

  1. Contact Management: Sales automation software platforms keep an updated record of the important details of all contacts. The system maintains a log of all customer interactions and past purchases that can be accessed by all sales team members for better operational insights. SFA software is a dynamic and holistic solution that keeps track of current and past customer information, thereby facilitating collaboration between servicing, marketing and sales teams in the organization.
  2. Sales Performance Management: It is essential for companies to monitor the live performance of their sales team to drive better performance. Sales force automation software maintains and tracks the real-time sales figures of personnel, sets metric-based quantitative goals, communicates key result areas to employees and facilitates coaching for poor performers. SFA software is also a great solution that schedules team members for feedback and drives performance through tracking results effectively.
  3. Reports and Dashboards: Sales automation software have advanced state-of-the-art reporting capabilities allowing managers to prepare detailed visual reports – this makes it possible for managers and senior executives to understand key sales parameters at a glance. Data is structured in an organized manner so that data-driven decisions can be taken for long-term profitability. Visual dashboards graphically present critical data, keeping team members informed of the status of sales deals and enhancing productivity levels.
  4. Opportunity Management: Opportunity management is another important feature of SFA software systems. This function prevalent in sales force automation software platforms helps users have an overview of all potential opportunities, and deal-tracking functionality maintains a record of competition or value of the purchase. Opportunity management function helps to optimize sales processes, improve win rates and gives detailed insights to which leads could be possibly converted to loyal customers.
  5. Lead Management: Managing and tracking leads is vital for organizations, and sales force CRM software systems have an intuitive lead management system. SFA software maximizes lead conversions by monitoring their activity from start to finish, and continually optimized marketing campaigns across channels. Sales force automation software captures all leads based on website visits and routes them through sales representatives so that they can receive proper attention and customized service.

There is no doubt that sales automation software is a huge business asset, and has a large repertoire of personalized features that can help any organization gain a competitive advantage.

Advantages of Sales Force Automation Software

Sales force automation software is a popular platform that can help to facilitate the sales process in any organization. It enables startups and small businesses to escalate their sales processes and achieve long-term strategic goals.

Sales automation software tools come packed with a host of powerful advantages that result in better operational efficiency.

Here are some important benefits that any organization can accrue through implementing SFA software:

  1. On-the-move Functionality: One of the main advantages of mobile SAF software systems is the ability to handle sales processes on the move. It helps sales team members access to customer data even if they are travelling, thereby allowing for better managerial decisions. Having constant access to sales information makes sure that sales team members can answer client queries better and give them a higher response rate. Sales automation software is a great comprehensive solution that can largely increase the rate of customer satisfaction as it results in fewer missed marketing opportunities, lost sales, and disappointed customers.
  2. Centralized Tracking of Customer Information: It is important for organizations to maintain an updated and real-time record of customer data. SFA software allows for a unified and centralized repository of vital customer information and contact details. This database ensures that sales team members are efficiently able to contact and follow up with leads so that they can maximize sales and customer engagement. Automated SFA software can also remind managers about pending appointments so that they can capture a larger target audience and keep sales figures running high.
  3. Saves Time and Money: SFA software solutions automate all simple, routine and repetitive tasks in organizations, leading to a dramatic rise in seamless task flow management. It saves team members a tremendous amount of time as tasks such as scheduling appointments, fixing meetings and tracking customers can be handled directly by the system. Sales representatives have all customer information readily available and do not need to waste time finding client data. Sales force CRM software also eliminates the need for a huge sales workforce, thereby leading to massive cost savings in the long run.
  4. Accurate Sales Forecast: One of the essential duties of the sales department is to prepared accurate sales forecasts so that they can strategize and be well prepared to take proactive action. Sales automation software helps managers understand past and current sales trends, thus enabling them to make an intelligent projection of upcoming future sales. Highly advanced and sophisticated sales analytics allow team members to visually understand the position of sales metrics and gain clear insights into future revenue.
  5. Enhanced Lead Management: Managing prospective leads is one of the most challenging duties of sales teams – SFA software is an amazing platform that facilitates quick, timely and effective lead management in organizations. It promotes extraction potential leads from outbound calls, marketing campaigns or website visits, and keeps a real-time track of valuable prospective clients. Sales force automation software systems also send instant alerts and notifications to sales representatives about the arrival of new leads in the pipeline, so that they can capture opportunities for better end profits.
  6. Sales Team Collaboration: The sales team of any organization needs to work like well-oiled machinery in a streamlined manner. Sales force automation software systems foster team collaboration by improving two-way communication between clients, managers, and organizational stakeholders. It provides a common portal that gives unbarred access to vital customer information, thereby enhancing the customer service quality exponentially. Complete access to customer information allows for sales representatives to make better-informed decisions and collaborate in a more engaged positive manner for a smarter workplace.

It is important for sales teams to leverage the power of sales force CRM software platforms to reduce sales cycle rates, increase lead conversions, and win more sales opportunities. Sales force automation software is a revolutionary, innovative software package that is bound to have a positive impact on bottom-line results and is the ideal choice for organizations with a wide scattered sales force.

SFA vs CRM: Major Differences Between SFA Software and CRM Software?

It is often noticed that SFA software is used interchangeably with CRM software platforms. However, both belong to different categories. While sales force automation software systems are highly focused on managing contact information, and organizing opportunities in a centralized repository, CRM software systems are extremely customer focused. CRM software tools aim at managing customer interactions throughout the entire customer lifecycle with an organization.

Here are some major differences that clarify the usage of CRM and SFA software solutions in detail:

  • Marketing department and customers for enhanced collaboration mostly use CRM platforms, whereas SFA software is utilized by the sales personnel to manage the sales pipeline in a streamlined manner.
  • CRM systems are used basically to store reactive information such as data profiling, client retention campaigns, and customer support issues, whereas SFA software, is used to store proactive task-oriented and actionable information.
  • While sales automation software solutions focus on the beginning of the sales cycle such as prospecting and lead management, CRM tools take over to manage the customer management and retention aspects for organizations.
  • One of the major aims of CRM tools is to track responses to marketing campaigns, whereas SFA software solutions focus more on managing lead, opportunities and the entire sales pipeline.
  • CRM software platforms record customer profiling, past purchase behaviour, and demographics, while sales force CRM software focuses on measuring sales team performance by providing actionable goals and targets for each member.

Though CRM software systems and sales automation software seem to be similar, there are many inherent differences between the two – it is necessary to be aware of the difference before making a final decision for your organization.

How Does Sales Force Automation Work?

SFA software tools have gained popularity across the globe, and companies all over the world have realized the immense power of sales automation software. Sales force CRM software platforms are strong marketing assets that can be used to enhance productivity, sales parameters, and team engagement, ultimately leading to a healthier work environment and culture.

Sales force automation software works by storing essential sales data on the cloud and has several inbuilt functionalities that help managers in the day-to-day sales processes. SFA software works for organizations by handling their lead, contact and opportunities information by keeping it at a consolidated place. The sales team members can access this data to share information, thereby increasing transparency and efficacy of sales deals.

SFA software systems work through preparing in-depth reports and graphical representations of vital sales metric. Most modern sales force automation software platforms have an easy and user-friendly interface with highly navigable features. They do not have any complicated hardware or software requirements, can be installed easily and require a minimum amount of support or maintenance.

Most SFA software solutions can also be customized according to requirement and are easily scalable – it is possible to purchase only specific modules according to business requirement. There is no doubt that sales automation software is a valuable business tool that is a must-have in the current corporate scenario and can help any company boost bottom line profits in a short span of time.

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Frequently Asked Questions (FAQs)

  • On-premise Sales Force Automation software is installed on the devices your company already owns. It implies:
    1. Local hosting
    2. The initial investment for a perpetual license
    3. Paid support and updates
    4. You’ll be responsible for data safety
    As SaaS software is cloud-based, it enables you to use applications through the cloud. All that it requires you to have is an active internet connection. When you choose to deploy cloud-based SFA software, you benefit with,
    1. Quick deployment
    2. Reduce the need for dedicated, internal IT resources
    3. A little to no maintenance costs
    4. The provider will be responsible for the safety of your data
    5. Scalable and reliable
    The former will render you more control over the software than the latter. However, knowing these differences will surely enable you to determine which mode of SFA deployment is most suitable for you.
  • Some of the basic functionalities you can’t do without include:
    1. The provider should deliver good technical support
    2. It should let you add/delete modules as per your needs, i.e., customizable
    3. It should work online as well as offline
    4. It should work with any type of devices
    5. It should integrate some cutting-edge technologies like Augmented Reality or Image Recognition
  • Industries with a functional sales team can happily leverage the benefits of SFA tools. They can quickly enter the product information into the system adhering to the industry standards and parameters clearly.
  • SFA software helps businesses centralize customer information. Moreover, it automates and streamlines the sales process; thus, assisting the sales team in closing more leads and increasing sales. Some features that help in this process include analyzing sales forecasts, contract administration, stock control, product management, quotation management, proposal, and presentation creation.
  • Well, investing in SFA software can yield fruitful results for small businesses. As it is capable of automating time-consuming tasks like following-up with customers and responding to leads, it maximizes the productivity of your team by letting them focus on tasks that drive higher lead conversion rates.
  • In CRM, sales force automation (SFA) is an integrated application that streamlines and automates processes like lead generation, sales, performance, and forecasting.
  • Sales force automation eliminates the time consumed by recurring administrative tasks, thus, enabling sales reps to focus more on core activities and focus more on driving sales

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Himanshi SharmaBy Himanshi Sharma | Last Updated: October 26, 2020

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