Online Sales Force Automation (SFA) Software

Zoho CRM helps the sales force, executives, and management with sophisticated sales force automation tools such as, lead generation & qualification, pipeline analysis, sales stage & probability analysis, competitor analysis, real-time forecasting, quota management, reports & dashboards and other useful metrics. These functions give a business an opportunity to completely focus on the customer life-cycle (lead generation - acquisition - conversion - retention - loyalty) rather than sales process, thus increasing revenue.

With the Zoho CRM sales force automation (SFA) software, you can accurately track all business opportunities and close more deals in less time. Additionally, you can identify bottlenecks in the sales process in advance and effectively utilize the existing customer data for future cross-selling and up-selling opportunities.

B2B Process - Sales Force Automation

Sales Force Automation Modules

• Manage Leads
• Track Sales Opportunities
• Manage Accounts
• Manage Business Contacts
• Follow up Sales Activities
• Forecast Sales
• Generate Sales Quotes

• Automate and accelerate lead management (lead generation - qualification - conversion - sales opportunities)
• Capture leads directly from your Web site using Web-to-lead form and manage effectively in Zoho CRM
• Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
• Set up lead assignment rules to automatically assign sales-ready leads to the sales persons
• Qualify leads to next stage based on the information captured in lead details. Once leads are qualified for prospecting stage, convert them into sales opportunities, accounts, and contacts with a single-click
• Customize Sales process for B2B and B2C business scenarios
• I want to learn more about lead management

• Track all customer accounts and related contacts, business opportunities and other details from a common repository
• Specify parent-child relationships between customer accounts and their subsidiaries or other divisions.
• Generate sales quotes, sales orders and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up-selling and cross-selling in future
• Identify referrals from customer accounts and contacts for promoting new products and services
• Store account and contact-related notes and documents in the account history
• Export accounts to spreadsheet software to analyze the buying patterns of a customers and set up loyalty programs
• I want to learn more about account management

• Log all important customer calls into your CRM account for a quick reference in future
• Store customer meetings and calls in an intuitive calendar
• Manage daily tasks of the users to have a streamlined sales process
• Invite CRM users, leads and contacts for public events
• Set up recurring events with daily, weekly, monthly and yearly frequencies

• Estimate how much revenue you can generate in each fiscal or financial year
• Identify the sales persons who met their targets for fiscal quarter/year
• Predict the revenue generation for the forthcoming quarters
• Create fully customizable forecast reports and dashboards
• I want to learn more about sales forecasting