International Research Journal of Engineering and Technology (IRJET)
e-ISSN: 2395-0056
Volume: 09 Issue: 07 | July 2022
p-ISSN: 2395-0072
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Workflow Automation and Customization using Salesforce Mohammed Aqeel Arshad1, B K Srinivas2 1ISE
Department, R V College of Engineering, Bengaluru, India Professor, ISE Department, R V College of Engineering, Bengaluru, India ---------------------------------------------------------------------***--------------------------------------------------------------------II.WHAT IS SFA? Abstract - Customer Relationship Management (CRM) 2Assisstant
software or systems are a variety of technologies that allow firms to manage customer connections in a seamless manner. One of the most well-known CRMs available today is Salesforce. It's a single integrated CRM platform that offers all departments a single shard view of every customer, including marketing, sales, and service. Digitalization alters both the sales and purchasing processes, which has an impact on the dynamics and labour allocation between suppliers and customers in the supply chain. For industrial marketing and supply chain management, this has significant ramifications. Salesforce offers a number of tools, including Approvals, Process Builder, Workflow, and Flow Builder, to help you automate the routine business operations in your company. Depending on the kind of business process you're automating, you'll require the ideal automation tool. The number one CRM platform in the world is completely accessible by employees via the Internet; no infrastructure needs to be purchased, set up, or managed; users simply log in and start working.
The use of computerized technologies to assist sales representatives and sales management in achieving their professional goals is referred to as sales force automation (SFA). In the academic literature, a number of definitions of SFA have been put forth.: ●
SFA systems make use of computerized gear and software to offer automated information gathering, assimilation, analysis, and distribution to increase the productivity of sales forces.
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SFA systems are made up of centralized database systems that remote laptop computers can access using a modem and special SFA software, allowing salespeople to get regularly updated information about many parts of their jobs.
Key Words: CRM, Salesforce, Automation, IOT, Digitalization, SFA
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Application of technology to the selling function is a component of SFA.
1.INTRODUCTION
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SFA supports the sales process by improving the speed and quality of information flow among the salesperson, customer and organization.
SFA systems were first used in the 1980s and have since been widely embraced in business-to-business settings where they are regarded as a "competitive imperative" that promotes "competitive parity". Information technology used to support the sales function is what defines and distinguishes SFA. The software, hardware, and service providers make up the SFA eco-system. There are various subcategories of SFA software companies.
There are various subcategories of SFA software companies. Some vendors have expertise in SFA. Vendors of customer relationship management (CRM) suites, who combine SFA modules into packages that function across the three frontoffice divisions of marketing, service, and sales, are their rivals.
Some vendors specialize in SFA. They compete with providers of enterprise suites that provide a broad range of IT solutions to assist company, including supply chain management, enterprise resource planning, and customer relationship management, as well as CRM suite providers that include SFA modules.
SFA provides a mechanism for collecting, storing, analyzing and distributing customer related data to salespeople and managers. This generally includes both transactional and profiling data about customers, but might also extend to market data, competitor profiles, product libraries, pricing schedules and other information.
Vendors and consultants list several advantages of using SFA, including better cash flow, shortened sales cycles that result in quicker inventory turnover, and client relations, increased revenue, more accurate reporting, and improved salesperson efficiency, growth in sales, market share, win rates, cost-of-sales, and closing increased opportunities and profitability.
A. The SFA Eco-System
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Impact Factor value: 7.529
As shown in Figure 1, the SFA eco-system is made up of SFA software suppliers, hardware and infrastructure manufacturers, and service providers.
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