Key Functions of SFA: Five Pillars for Optimizing the Sales Process

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SFA Meaning Function

Here are five steps to optimizing your sales process:

Customer information management: Achieving a 360-degree understanding of customers
Sales management: Visualize the progress of deals
Behavior Management: Maximize the efficiency of your sales activities
Analysis and reporting: Supporting data-driven decision-making
Budget and actual management: Achieving highly accurate sales forecasts
1. Customer information management: Achieving a 360-degree greece mobile database understanding of customers
Customer information management has the role of achieving a 360-degree understanding of customers
. In the sales process, it is important to accurately approach potential customers and increase their desire to purchase.
Using SFA to centrally manage customer information makes it easier to find out customer needs.
In addition, using SFA to share customer information within the company makes it easier to prevent problems related to actions taken toward customers.

The customer information management function of SFA is essential not only to meet customer needs but also to ensure that customer expectations are not disappointing.

2. Sales management: Visualize the progress of deals
Sales management has the role of visualizing the progress of cases
. It is not uncommon that only the person in charge knows the details of each case, and when the person in charge is absent, the substitute may take an inappropriate approach. It would be
a waste to miss out on a customer due to a mistake when the person in charge is absent.

However, if you can use the sales opportunity management function to share a list of cases and their progress, it will be easier to take an appropriate sales approach no matter who is handling the case.
Be careful not to take an unstable approach based on intuition.