If you have a small or mid-sized business (5+) sales people, you should be using a sales force automation (SFA) system. It just isnâ€™t enough to use a white board as your sales pipeline report anymore. Tracking sales and improving closing rates requires more power than a whiteboard can provide.
Now that the Web has brought about online services, there are affordable solutions for any size business. Web-based services are a perfect fit for the small or mid-sized business. No software to load, nothing to maintain, and no server computers to manage. You can try out most services for a limited time to see which fits best for you.
- Things to do during your trial:
- Import your own data
- Add your own list items
- Customize the screens/tabs to match your needs
- Add a few users to test the multi-user aspect
- Run some reports and setup a dashboard
Iâ€™ve kept the list relatively short. Letâ€™s face it; your time is limited so try to hit the main feature points first. Next Iâ€™ll touch on each one and why itâ€™s been listed.