The Best Practices, LLC team interviewed SFA executives at 18 top-performing companies in 9 industries — each of which employs Sales Force Automation as a key component in its sales and service business model.
These companies were identified using our proprietary benchmark class selection methodology and engaged as benchmark partners in this Knowledge Exchange. The findings in this report detail the SFA system selection and implementation methodology employed by companies that use Sales Force Automation as a key component of their growth strategies.
In addition to the report’s strategic focus, it also provides hard data about the specific technology profiles, training methodologies and remote connection capabilities in use at each of the benchmark companies.
Best Practices, LLC has also developed Case Studies and Vendor Profiles that capture the SFA experiences of more than 30 companies, detail the solutions those companies selected, and summarize the results of their SFA implementation efforts. Case studies include: (a) a profile of the company's sales force, (b) the "challenge" or operational need that prompted each company to pursue and SFA solution, (c) the solution chosen, (d) the areas of each company's sales process that the solution addressed, and (e) the implementation results. Case study companies identified many similar goals driving their need to implement a Sales Force Automation system. Additionally, the report includes detailed vendor profiles from an elite group of 42 software vendors.
The project’s findings are organized into an executive summary and five sections:
Executive Summary — The first chart in the executive summary outlines the five top "Lessons Learned," as identified by benchmark partners and Best Practices, LLC team members, for the entire project. Studying these lessons learned will assist you frame your overall thinking about SFA decisions.
Lessons Learned, Key Trends and Top Challenges Critical — Offers high level strategic learning identified by benchmark partners. Each of these three sections begins with a summary table that crystallizes benchmark partners’ thinking. The extended tables that follow illustrate the actual lessons learned, top challenges, or key trends identified by each company.
Best Practices in Sales Force Automation —- A collection of field-tested, superior techniques in each focus area of the study as identified by benchmark partners.
Project Data — The findings identified in this section are consolidated in the executive summary. In this chapter, charts illustrate the overall percentage of benchmark partners that have a certain technology or policy in place. Findings are broken down into the benchmark class as a whole and the financial services industry when relevant. Includes project findings on SFA technology specifications, remote connection implementation, SFA software functions, data back up and recovery usage, etc.
Case Studies — Captures the SFA experiences of 30 companies, details the solutions those companies selected, and summarizes the results of their SFA implementation efforts.
Vendor Profiles — Includes detailed profiles of an elite group of 42 software vendors that offer products and services designed to assist companies in automating their sales, marketing, and customer service processes. Each profile offers detailed product descriptions, major product functions, and system requirements.