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Jul 26, 2008 Home > Articles
 
Salesforce Automation Systems
by Joe Taylor Jr.
Salesforce automation systems offer field sales professionals the back office tools to keep them in front of their most valuable customers throughout the day.
 
Reduce paperwork for mobile sales professionals.

By leveraging salesforce automation systems, field agents can tap the power of the home office and spend more time closing sales. By entering lead or sales data directly into sales automation tools, agents can generate customized quotes, issue catalogs, and even prepare complex sales contracts. By allowing assistants to access salesforce automation systems and handle routine paperwork, companies can keep their most effective sales professionals in front of customers.
 
Coordinate outreach and tracking efforts.

For companies with multiple sales channels, sales automation systems can increase the efficiency of mobile sales professionals. By helping agents spend less time prospecting and by helping customers take control of their own service appointments, salesforce automation systems automatically place field agents at the locations where they can be the most productive.
 
Sales automation outreach efforts include:

• Coordinating onsite visits
• Automatic refill/replenishment scheduling
• Invitations to special training or promotional events
 
 
 
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Schedule efficient routing.

Because top sales agents perform better with more opportunities to close deals, many salesforce automation systems now tie opportunities and appointments directly to mapping and navigation systems. By organizing live site visits according to routing and ROI, sales agents can spend less time on the road and more time with their most valuable customers.
 
Sources
Destination CRM
E-Commerce Times
 
About the Author

Joe Taylor Jr., an internal business consultant for a Fortune 500 company, writes about finance, culture, and design. He holds a Bachelor of Science in Communications from Ithaca College.
 
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