What exactly is SFA?

SFA is a system that supports salespeople by "visualizing processes" such as sharing the progress of sales activities, and "automating sales activities"  https://slimtime.co.jp/  such as creating quotations and aggregating and analyzing sales activities.

In addition to a series of processes from approaching prospective customers to business negotiations, quotations, and orders, it is possible to improve the efficiency of sales activities such as following up on complaints and existing customers. It is an indispensable tool for improving sales efficiency.

By streamlining routine work, salespeople can concentrate on their core tasks, such as approaching customers and planning sales strategies.

In addition, the registration of all sales activities prevents sales activities from becoming impersonal, and facilitates handover when a person changes responsibilities.

It is also a great advantage to be able to refer to past sales activities for sales.

Difference between SFA and MA

MA is a system that improves the efficiency of marketing activities.

For example, it can analyze website visits, and make recommendations (automatic guidance of recommended products) based on purchase history and behavioral history.

The purpose of SFA is to improve the efficiency of sales activity processes, while MA is to improve the efficiency of marketing activities.

Difference between SFA and CRM

CRM is a customer-focused marketing method.

CRM is a customer-centric marketing method. It is a system to improve customer satisfaction by centrally managing customer attributes and contact history.

SFA is a sales support to achieve customer satisfaction and is one of the elements of CRM.

The main functions of SFA are as follows

Customer and case management

Quote generation function

Schedule and task management

Daily and weekly reports

Aggregate analysis function

It is important to note that just because it has a lot of functions does not mean that it is the best SFA for your company.

Because it has a lot of functions, it may be expensive and salespeople may not be able to use it.

It is necessary to choose an SFA from a salesperson's perspective, so it is better to select a service that offers a free trial.

Cloud-based SFA is indispensable for salespeople

As smartphones and tablets have become the norm these days, it is essential to be able to use SFA from your smartphone.

There are many advantages to using a smartphone, such as being able to operate SFA before a business meeting or during a meeting.

Business related blogs