Sales Force Automation (SFA) is one of the early drivers of the CRM field. The other one is customer support. SFA is used to support the sales process of an organization, and it contains Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others. This system is operates fully through the web and is suitable for companies that do business to business sales or high value consumer items like real estate.

Key Modules

Lead Management

• Manage leads end-to-end (from creating the leads to converting them into opportunities)

• Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns

• Qualify leads to next stage based on information captured in lead details

• Change lead status as per sales process

• Convert leads in to sales opportunities, accounts, and contacts with a single-click

Opportunity Management

• Track all sales opportunities end-to-end in a sales cycle

• Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities

• Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottle-necks if any

Account Management

• Track all accounts and related contacts, opportunities, cases, and other details from a common repository

• Specify parent-child relationships between accounts and their subsidiaries or other divisions

• Import accounts from external sources, such as ACT, GoldMine, and other applications

• Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns of a customers and set up loyalty programs

• Attach customer-specific documents to accounts for a quick reference in future

Contact Management

• Track all contacts and related opportunities, cases, activities, and other details from a common repository

• Create the hierarchy of contacts within a company to have a better coordination while dealing with customers

• Import contacts from external sources, such as ACT, GoldMine, and other applications

• Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
  Synchronize contacts with Microsoft® Outlook®

Activity Management

• Add all important customer-related e-mails in vtiger CRM for quick reference in future

• Store all the details of customer meetings and calls

• Manage daily tasks to the vtiger CRM users to have a streamlined sales process

Dashboards

• Sales pipeline analysis by stage

• Monthly Sales pipeline analysis

• Sales opportunities by lead source

• Drill-down the dashboards by time and opportunity stage