Gartner Information Technology Research

Gartner Peer Insights ‘Lessons Learned’: Implementing Sales Force Automation Applications

Published: 31 March 2020

ID: G00467089

Analyst(s): Peer Contributors

Summary

SFA applications specialize in automating the sales activities, processes and administrative responsibilities of a sales professional in an organization. Application leaders supporting sales technology can learn from their peers to implement SFA applications successfully.

Table Of Contents

Overview

Peer Lessons Learned

  • Lesson 1: Capture All Requirements and Evaluate the Existing Processes
  • Lesson 2: Exercise Due Diligence During the Vendor Selection Phase
  • Lesson 3: Test the Demo Version and Evaluate All the Capabilities of the Products
  • Lesson 4: Map Out a Thought-Through Integration Plan
  • Lesson 5: Prioritize Focusing on Data Governance Amid Implementation
  • Methodology

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