Gartner Research

Critical Capabilities for Sales Force Automation

Published: 26 June 2019

ID: G00369783

Analyst(s): Ilona Hansen , Theodore Travis , Adnan Zijadic , Melissa Hilbert


This Gartner Critical Capabilities report evaluates 19 sales force automation vendors against six use cases. Application leaders supporting sales should use our use-case-specific rankings to identify a shortlist for further evaluation.

Table Of Contents

What You Need to Know


  • Critical Capabilities Use-Case Graphics
  • Vendors
    • bpmā€™online
    • Copper
    • Freshworks
    • Insightly
    • Microsoft
    • Oracle
    • Pegasystems
    • Pipedrive
    • PipelineDeals
    • Pipeliner
    • Salesforce
    • SAP
    • SugarCRM
    • Vtiger
    • X2Engine
    • Xiaoshouyi
    • Zendesk
    • Zoho
  • Context
  • Product/Service Class Definition
  • Critical Capabilities Definition
    • Account and Contact Management
    • Activity Management
    • Opportunity Management
    • Forecasting Management
    • Reports and Dashboards
    • Mobile
    • Partner Relationship Management
    • Platform and Integration
  • Use Cases
    • Long-Cycle B2B Sales
    • Short-Cycle B2B Sales
    • Long-Cycle B2C Sales
    • Short-Cycle B2C Sales
    • Indirect/Relationship Sales
  • Vendors Added and Dropped
    • Added

Inclusion Criteria

  • Critical Capabilities Rating

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