Gartner Research

Peer Lessons Learned: Implementing Sales Force Automation

Published: 31 January 2019

ID: G00385100

Analyst(s): Peer Contributors


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


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

Gartner Recommended Reading

©2021 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Become a client

Learn how to access this content as a Gartner client.