Salesforce Automation (SFA)refers to software apps for sales management. Salesforce provides multiple tools to automate the organization’s repetitive business processes, Approvals, Process Builder, Workflow, and Flow Builder. SFA provides automated workflows that create an efficient Sales process to manage business processes, sales forecasts, and team performance.

Salesforce automation is used by sales professionals. The main features of the Salesforce automation system are contact management, opportunity management, email integration, and task management.

Contact management software lets the marketers track communication with customers, building up a complete history of interactions, and sales activities. Contact management systems usually include Task Management software that lets the marketers create tasks, reminders, to follow up the sales leads.

Pipeline management software provides sales lead tracking in every stage of the customer journey. It lets the marketer track each sale opportunity through the pipeline.

SFA is usually a part of a customer relationship management system(CRM) that automatically records all the stages in a sales process. This might include phone calls, emails, and meetings.

Task Management

With the help of SFA task management, when a marketer creates a task or reminder in the customer’s account it integrates with the calendar. So when the marketer opens the task all the customer’s data and past communications are there in front of you. Once the task is completed, it is automatically included in the account record.

Team Collaboration

Salesforce automation has a great impact on team collaboration. Through this process, multiple registered users can access and edit a customers’ account at any time, creating a central hub for the business process. This is very helpful for remote workers. Sales professionals can synchronize the data as everything is updated in real-time.

Cloud App Integration

The automation process has opened up many opportunities for small businesses. Cloud integration lets the marketers automate the flow of data between the different systems. It increases efficiency and productivity. Through this platform, marketers not only can automate the sales process but also can create workflows for other manual processes.

SFA Customization

Salesforce automation process can be customized as per the industry requirements. It is optimized for any device.

Difference Between Salesforce Automation And CRM

Though the main target of both systems is almost the same, there are some differences between Salesforce Automation and Salesforce CRM.

1. Salesforce CRM is built with a focus on customer satisfaction and customer retention. It is designed to nurture the leads throughout the sales process to maintain long-term relationships.

Salesforce CRM manages the relationships between consumers and businesses by gathering client data from various forms of customer interactions(phone, email, social media, etc). By analyzing these centralized data, sales and marketing teams can customize the offering as per the client’s needs.

2. Salesforce automation focuses on the sales process. It makes the process as efficient and transparent as possible. SFA software generally consists of potential sales management and pipeline management tools. So it provides a clear picture of leads, prospects, present sales, and past sales history of the sales representatives.

CRM is considered as the post-sales software which is used to retain and satisfy existing customers. CRM systems are usually an integrated solution, by including additional features such as SFA, integrations, and marketing automation.

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