Gartner Research

Peer Lessons Learned: Implementing Sales Force Automation

Published: 31 January 2019

ID: G00385100

Analyst(s): Peer Contributors

Summary

Sales Force Automation applications automate the sales activities, processes and administrative responsibilities of an organization’s sales professionals. Application leaders supporting sales technology can learn from their peers to implement SFA successfully.

Table Of Contents

Overview

Peer Strategies

  • Lesson 1: Gain Executive Support and Buy-In Early on
  • Lesson 2: Analyze Your Business Needs and Processes Before Purchasing a Product
  • Lesson 3: Define a Clear Data Migration Strategy Before Implementation
  • Lesson 4: Invest in Staff-training For Seamless Integration
  • Lesson 5: Monitor Post-implementation Progress Closely
  • Methodology

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