There are two main reasons why SFA is needed:
Accurate understanding of sales activities
Break away from the dependency on individuals in the sales organization
1. Accurate understanding of sales activity status
In sales organizations that are not producing results, the sales activities of each sales representative are not made visible, and there are many cases where an accurate grasp of the situation is not possible .
If there is no set format for reporting on sales business development directors email database negotiations or if files are disorganized using paper or Excel-based management, it will be difficult to properly grasp the actual state of sales activities.
In order to improve sales productivity and sales, it is essential to understand all sales negotiation history and customer relationships within the sales organization .
By introducing SFA, it is possible to visualize all sales negotiation history and customer relationships.
In fact, sales representatives at companies that have introduced SFA will enter records of sales negotiations with customers into the SFA.
By centralizing sales negotiation data that was previously stored separately with SFA, sales representatives and sales managers (administrators) can immediately check records of interactions with customers.