Sales Force Automation

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.

Key Modules

• Lead Management
• Opportunity Management
• Account Management
• Contact Management
• Activity Management
• Reports & Dashboards
• Product Customization

Lead Management

• Manage leads end-to-end (from creating leads to converting them into opportunities)
• Capture leads directly from your Web site and transfer to vtiger CRM
• Customize online lead form as per your organization requirements
• Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
• Add multiple products to the leads
• Qualify leads to next stage based on information captured in lead details
• Convert leads into sales opportunities, accounts, and contacts with a single-click
• Lead conversion mapping for all the custom fields
• Create fully customizable lead reports
• Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

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
• Generate quotes, sales orders, and invoices from the potentials
• Create fully customizable opportunity reports
• Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks 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
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up selling and cross selling
• Create fully customizable account reports
• 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 to vtiger CRM for quick reference in future
• Store all the details of customer meetings and calls in a n intuitive calendar
• Manage daily tasks of the vtiger CRM users to have a streamlined sales process

Reports & Dashboards

• Pre-build reports for sales force automation
• Sales pipeline analysis by stage
• Monthly Sales pipeline analysis
• Sales opportunities by lead source
• Drill-down the dashboards by time and opportunity stage

Product Customization

• Add custom fields as per your organization requirements
• Customize tabs using drag & drop so that modules that are relevant to sales process can be shown
• Change the look and feel of the user interface using customizable themes