Sales Force Automation - FieldAssist

 Sales Force Automation (SFA) refers to software apps for sales management. SFA provides automated workflows that create a streamlined sales process to manage business leads, sales forecasts and team performance. Sales force automation tools are meant to assist sales teams in the selling process. Ultimately, the purpose of sales force automation is to allow companies to sell more of their products. It does this in three main ways:

  • Allow sales teams to focus on the most important tasks: By freeing up sales team members from administrative tasks, salesforce automation tools allow reps to spend more time on the activities more likely to result in sales. For example, calling prospects, setting up meetings, or working on strategies.
  • Streamline the sales process so the most effective strategy is always used: Sales force automation can also make the sales process more efficient which can lead to sales. Team members may forget to send follow up calls or emails. However, when set-up correctly, sales force automation tools should not have this issue.
  • Allow managers to get insight into the effectiveness of the sales process: The reporting and analysis tools found in most sales force automation software allow those in charge of sales teams to see what is working and make adjustments to things that aren’t. This can lead to an overall far more effective sales strategy.


Sales force automation software isn’t used to replace the sales department. Instead, it can be an essential tool to complement the work of good sales teams and help them implement effective strategies.

To know more Schedule a virtual demo with us.

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