Sales Force Automation (SFA) can be referred to as the process in which any software is used to automate and streamline various sales activities that primarily involves managing leads, accounts, opportunities, sales funnel, sales forecasting, inventory control, sales executives’ performance, and so on. Hence, sales force automation in CRM enables businesses to automate multiple sales activities in no time allowing their sales executives to focus more on building strong relationships with promising leads & existing customers
Sales force automation in CRM offered by SalezShark makes your sales process a breeze. It leverages the power of business automation that runs on various advanced technologies like Big-Data Analytics, Machine Learning, and Artificial Intelligence that not only automate and streamline the lengthy and tedious manual sales activities but also enable your sales executives to build a strong relationship with past, present, and future customers. Let’s have a close look into some of its major functionalities.
A lead is an individual with an interest in your products and services you are selling. In a layman language, any inquiry received by an individual or organization is a lead in SalezShark. Leads in SalezShark are captured from various sources like websites, web forms, chat, IVR, emails, and so on. Web2Lead capturing is also one of the features of SalezShark that captures leads from websites & web forms. Besides this, integrations like Snapdragon & MyOperator also allow lead capturing from chat & IVR respectively. Last but not least Mailgun integration is also a powerful way used by SalezShark to generate leads via emails. Once leads are captured SalezShark sales force automation enables senior sales experts to create, assign leads to various sales executives, and track leads.
An account is a registered company with an interest in your products and services you are selling. It could be existing in the system or a new one can be created. In the process of account management, the sales executives and sales managers get a complete overview of a customer in detail including the company’s contact details, contact persons’ details, previous orders delivered, present orders, transactions, and so on. Here you can organize your contacts based on profiles and segregate them under specific accounts for swift traceability of all connections. A single account associated with multiple contacts or we can say an account, known by the organization name, can have multiple points of contact listed under it.
In the SalezShark sales force automation solution contact is simply your point of contact in a company. When a lead is converted into an account, the company name becomes the account name and the lead (individual) becomes a contact in that account. Through contact management sales executives get access to the details of contact people like their phone numbers, email addresses and so on that helps in scheduling appointments, product demos & so on. Here you can schedule multiple activities with the point of contact such as call, email, and product demo. Under the contact management you can also upload any necessary documents as well and can add notes to it for future reference.
Sales forecasting is an essential part of your sales process, which gets better and simplified with the SalezShark sales force automation system. Sales forecasting plays a role of a compass for your business; it gives you an idea regarding the progress of your business and enables you to make smarter and informed decisions. In a few clicks, you can get a detailed view of all deals and can evaluate the forecasted revenue of your business. It enables businesses to get an estimate of the sales expected within a particular time period through ‘Forecast’. This feature enables businesses to make informed business decisions and predicts short term & long term sales performance.
Sales Funnel Management
SalezShark offers a feature of Sales Funnel that gives a pictorial view of all the leads contacted by sales executives. Based on interactions made with leads and on the probability of those leads converting into a customer, leads can be placed into the sales funnel. This helps sales executives never miss on any lead and they can also prioritize their leads. Focus first on those leads that are likely to convert soon and focus later on those leads that have lesser chances of conversion. In this manner, the chances of any lead to be missed by your sales agents become negligible and they can work on all leads simultaneously.
An opportunity can be referred to as a potential future sale to new or existing customers. It enables businesses to forecast future business demands and sales revenues. Through opportunity management sales executives can create opportunities, track their progress, and estimate the expected revenue out of the opportunities. Opportunity management enables the senior management of your business to analyze the expected sales and the possible amount of revenue that can be generated. In this manner it helps you senior managers to do sales forecasting and calculate expected revenue accurately.
Quotation & Order Management
The whole process of quotation management gets automated with SalezShark sales force automation that enables sales professionals to generate quotations for leads or promising buyers efficiently. It enables the sales executives and sales managers to draft, edit, and deliver customized value propositions. Once the lead or a promising buyer is convinced to make a purchase, by using the feature of order management quotation can be turned into accurately priced orders. It includes price lists and product configurations. In this manner, quotation and order management get synced with each other.
Contract & Document Management
SalezShark automates your contract management process that enables your sales professionals to manage contracts with the clients by offering the utility of tracking, monitoring, progressing, and terminating the contracts. It also keeps all sorts of documents organized and enables your sales professionals to keep track and maintain product lists, brochures, product/service specification manuals, product price lists, and quotation templates. So no need to flip through multiple spreadsheets and cabinets to find any product information like product price lists or any contract information, all information is stored accurately & gets arranged with SalezShark sales force automation solution.
How SalezShark Sales Force Automation Benefits You?
Easy Lead Capturing
SalezShark sales force automation solution enables you to simplify lead identification & capturing processes. The sales force automation solutions enable you to capture the leads with the help of multiple metrics & integrations that are like chat, telephony, & landing pages which eases the process of generating high-quality & relevant leads.
Teams work in sync
Sales executives face multiple challenges in achieving their desired goals but if they work in sync, the achievement of business goals gets easy. SalezShark sales automation software India offers a unified platform where they can work together that boosts seamless communication among the sales team.
Easy Sales Tracking
SalezShark sales force automation system enables you to analyze the performance of sales campaigns. It offers smart data-driven insights that help you to track the performance of sales campaigns effectively. It also enables senior managers to make the right decisions & formulate future sales strategies.
Stronger Sales Funnel
You can build a strong sales funnel in the SalezShark Sales Force automation system that helps in prioritizing the leads. It gives a pictorial view of leads placed into a sales funnel based on the interactions & the probability of converting into a customer. The mobile sales force automation solutions help to be in constant with the leads & reduce the chances of missing any lead.
Quick Deal Closure
SalezShark sales automation software India helps you to close deals quickly. It amplifies the process of customer acquisition by automating the email process that improves the process of lead nurturing and enables sales experts to send personalized emails to leads, which eventually accelerates the customer acquisition process.
Use the Best Sales
Force Automation System
Start using SalezShark that is customizable as per your business needs.