Sales Force Automation Software Buyer's Guide - Sales Force Automation Software Tips

Published: 03/29/2011

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Sales Force Automation Software Tips

Whether you chose a full SFA system or more basic contact management software, here are a few tips to consider:

 

 

• Expect customization work. Do not be afraid to buy a solution that has to be configured for you. Because flexibility is so important to these applications, many are designed to be easily customized. It will be better for your business to spend a little extra for a custom solution than to try to force‐fit an out‐of‐the‐box solution.

 

• Keep it simple. Sales managers and executives often over‐complicate requirements. Be sure to include a couple of sales reps in your planning and evaluation process to make sure you stay focused on your core needs.

 

• Add a line to your budget. You will incur ongoing costs whether you choose the client‐server or ASP model – make sure you have money and staff time budgeted to maintain and improve the system.