Sales Force Automation for Small Business

By Kristine Hegglin
Updated: April 01, 2011

Sales force automation solutions enhance sales and marketing operations by providing insight into real-time sales and marketing information. A sales force automation solution may help small businesses become more profitable and successful by enhancing their sales and marketing processes. For example, with a sales force automation solution, a salesperson can track customer sales, get information on customer orders, and see what specials are being offered at a given point in time. Keeping track of sales and having up to the minute information readily available for customers usually results in higher customer satisfaction rates. The more satisfied a company's customers are, the more likely they are to return for business and refer other customers.

Types of Sales Force Automation Solutions for Small Businesses

On-Site versus Hosted Sales Force Automation Solutions for Small Businesses

There are a couple of types of sales force automation solutions for small businesses; on-site and hosted. On-site sales force automation solutions require a small business to purchase the license to the software and implement the solution on-site or on-premise. Small businesses need the hardware to support the sales force automation software along with personnel to maintain the software and hardware. Hosted small business sales force automation solutions do not reside at the small business site, but rather at a data center or the provider's site. Small businesses do not have to purchase licenses to hosted sales force automation solutions. Hosted sales force automation solutions provide a way for small businesses to take advantage of big functionality without the cost or the need to maintain the software. And, small businesses don’t have to purchase hardware to support a hosted sales force automation solution.

Open Source Sales Force Automation Solutions for Small Businesses

Another type of sales force automation solution is called open source. Open source solutions are free to the public. There are no licensing costs and the software is available for all to download from the vendor’s or provider’s website. Once downloaded, businesses have to maintain the open source sales force automation solution.

Customizing and Configuring Sales Force Automation Solutions for Small Businesses

Most sales force automation solutions for small businesses are user-friendly, easy to implement, and customizable. Open source sales force automation solutions are typically easy to customize because the source code is made available to all who download the solution. Most all types of sales force automation solutions are configurable to meet all the needs of all types of companies in any industry.

Featured Research
  • The 2017 CRM Comparison Guide: Q2 Edition

    If you’re in the market for CRM software, we’ve got good news. We’ve updated our CRM comparison guide for Q2. more

  • Are You Using These 8 CRM Features?

    One of the biggest mistakes that businesses make when it comes to their CRM software is the features they don’t use. This happens because they invest in CRM with a handful of problems in mind, so they’re content as long as it solves them. But if you want to maximize your ROI, you should be utilizing every feature available to you. more

  • 2017 CRM Software Cost Guide

    Would you believe that 89% of businesses expect to compete primarily on customer service in the upcoming years? With that in mind, it’s no surprise that CRM software is becoming such an integral part of business operations. But not all solutions are created equally, especially when it comes to the value they deliver to your business. more

  • Top 10 Trends in CRM for 2017

    There’s some big things happening with CRM software that you should to be aware of. Technological advancements and changes to business processes have led to developments and new features that are making CRM more valuable than ever. Things like mobile capabilities and greater integration with other software are at the front of this progress. more

  • SMB CRM Providers Comparison Guide

    A good SMB CRM system can be an incredibly valuable asset for your business. As more businesses recognize this value, the amount of SMB CRM vendors is expanding quickly. Navigating the pricing plans, features, and service terms of all these can be a decision-making nightmare. more