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Streamline the sales process with sales force automation—software that helps manage and prioritize leads, track data related to sales opportunities, and automate tasks. Freeing up time for sales professionals, sales force automation helps your team stay on top of the sales pipeline, drive more revenue, and close deals faster.
There are many steps in the sales cycle, including identifying potential leads, making introductions, building a business relationship, pitching your products or services, fulfilling orders, and following up. For many sales professionals, leads and customers are all at different stages of the cycle, which can often be burdensome to track and manage. Sales automation helps streamline every step of the sales cycle, which not only assists sales professionals in their day-to-day efforts, it helps teams and leaders get a quick, consolidated view of everything in the pipeline. Having a centralized view of everything you’re working on turns a multi-faceted effort into a simplified, manageable experience.
Driving consistency across the sales cycle, the features of sales force automation maximize your efforts and help you zero in on what matters most
Have a direct line into all your contacts, interaction history, and any relevant information to cultivate lasting, trusted relationships.
See conversation history, know who has worked with each customer, and improve internal communication with a centralized view of all current prospects and customers.
See results with up-to-the-minute accuracy and know how your progress stacks up against sales forecasts.
Offer personalized, engaging experiences that help support customers’ consideration processes.
Get insight into how customers engage along every step of the sales process.
Interactive dashboards show real-time updates, helping you see where sellers are most successful.
Get the details of each deal, monitor progress, and advance opportunities through the funnel.
Create unique profiles for each customer, track conversation history, and make customer and contact information easily available to your team.
Spanning all aspects of the sales process, sales automation software is a helpful resource to keep your sales organization on track all throughout the day. Here’s an inside look at how sales automation can support you over the course of a day.
Customer relationship management
(CRM) refers to software that focuses on the customer lifecycle, storing account data and transactions, and making this information centrally available to team members working in marketing, sales, customer service, and related leadership roles.
Sales automation refers to a set of features that focuses on streamlining the sales process, such as managing contacts, creating a single view of leads, monitoring and managing pipelines, setting up appointments, etc.
Although CRM and sales automation are very similar, they are indeed different. However, sales automation may or may not be included as part of a CRM solution. As you evaluate customer relationship management and sales automation tools, look closely at what features are included.
As you start researching tools for sales force automation, make sure you find a solution that can offer the following capabilities:
Streamline workflows by unifying sales data across your other marketing and customer service tools.
Stay on top of results with real-time analytics and performance dashboards you can customize to meet your needs.
Know how everything is going, wherever you are. Update data via mobile and track conversations with prospects on social media.
Ease your workload with built-in intelligence, prioritizing your tasks and alerting you when to follow up with prospects or customers.
Swarovski standardizes the sales and business development process, building an intelligent tool that measures the effectiveness of sales activities and provides accurate forecasting.
Park Place Technologies uses sales automation to help sales staff better understand customers and drive greater efficiency in closing more deals.
Get rich capabilities, built-in AI and unified data with Dynamics 365 Sales—sales force automation that can help you transform sales productivity and win more deals.