Maximizing Productivity With Sales Force Automation Ppt Template

Slide 1: This slide introduces Maximizing Productivity With Sales Force Automation. State your company name and begin.
Slide 2: This slide states Agenda of the presentation.
Slide 3: This slide shows Table of Content for the presentation.
Slide 4: This is another slide continuing Table of Content for the presentation.
Slide 5: This slide highlights title for topics that are to be covered next in the template.
Slide 6: This slide presents overview of sales force automation, helpful in understanding what it is and why is it required for boosting business. It includes information on how it helps to prioritize tasks, streamline process and create transparent reporting.
Slide 7: This slide presents functions supported by sales force automation, helpful in highlighting its scope in process mechanization. It includes functions such as contact management, event management, account management, sales visualization, etc.
Slide 8: This slide presents segments of sales process that are automated for building efficient workflow and boosting productivity. It includes prospecting, pipeline management, sales tracking and sales data.
Slide 9: This slide presents benefits of automating sales force for better output and business. It includes benefits such as higher efficiency, accuracy, conversion and faster response time.
Slide 10: This slide presents benefits of automating sales force on key stakeholders that form important part of business. It includes impact of automation on vendor, salesperson, manager and business.
Slide 11: This slide highlights title for topics that are to be covered next in the template.
Slide 12: This slide presents insights on failure of sales team due to lack of automation solutions adopted for task completion. It includes manual tasks such as administrative activities, general follow-up and prospecting that highlight need for automating procedures.
Slide 13: This slide presents reasons for failure of sales representatives in sales process while prospecting. It includes reasons such as lack of quality prospecting, low qualification efforts and weak following process.
Slide 14: This slide presents challenges in implementing sales force automation with some potential solutions that will be helpful in improving process and strategic technology adoption. It includes challenges such as absence of management, unstructured data, ineffective monitoring, etc.
Slide 15: This slide highlights title for topics that are to be covered next in the template.
Slide 16: This slide presents stages present in sales force automation process, helpful in creating rightly monitored and controlled process. It includes stages such as identifying process, requirements, selecting SFA system, customizing and launching.
Slide 17: This slide presents strategic identification of sales process for building automation strategy, helpful in recognizing key areas of improvement. It includes current business position, future goals and actions required to accomplish those goals.
Slide 18: This slide presents questions for determining actual need of business to integrate SFA, helpful in identifying long term goals. It includes important questions such as need for mobile accessibility, scalability, sales reporting and user training.
Slide 19: This slide presents selecting best tool for sales force automation, helpful in making sound business decisions. It includes tools such as Salesforce, Synergy and Maximizer CRM assessed on the basis of their capacity to perform functions.
Slide 20: This slide presents customization of SFA (sales force automation) system as per process requirements, helpful in making most out of tools and technology through personalized features. It includes mapping customized workflow, setting up approval process, testing workflow rules, etc.
Slide 21: This slide presents methods and types of integrations for SFA (sales force automation), helpful in migrating essential data between CRM and ERP systems. It includes different types of integration such as EAI, DI and EDI along with methods such as point-to-point, vertical and star integration.
Slide 22: This slide presents roadmap for launching sales force automation, helpful in determining path to be followed for successful implementation.
Slide 23: This slide presents feedback form for capturing insights on effectiveness of system from employees at work, helpful in documenting its progress and impact on process. It includes simple questions such as system objectives were clearly defined or not, time efficiency is achieved or not, etc.
Slide 24: This slide highlights title for topics that are to be covered next in the template.
Slide 25: This slide presents monthly timeline for managing activities and tasks, helpful in going through each phase gradually with effective monitoring. It includes weekly tasks to be accomplished such as training, troubleshooting, performance evaluation, reporting, etc.
Slide 26: This slide presents yearly timeline for improving tasks and process every year through pre-defined long term goals. It includes goals such as implementing SFA, optimizing its functioning and expanding system capabilities thereafter.
Slide 27: This slide highlights title for topics that are to be covered next in the template.
Slide 28: This slide presents characteristics of sales force automation tools used by teams for transforming inefficient sales pipeline into advanced sales process. It includes features such as SFA (Sales force automation) customization, cloud app integration, team collaboration and task management.
Slide 29: This slide presents criteria used for selecting tools to automate sales force and its tasks, helpful in creating efficient workflow. It includes essential parameters to evaluate best tool such as its scalability, user-friendliness, compatibility, etc.
Slide 30: This slide presents best practices for selecting best automation tool for sales force advancement, that helps in determining most suitable software. It includes practices such as understanding and assessing needs, comparing and integrating system, etc.
Slide 31: This slide presents tools for automating salesforce tasks that enable teams to overcome issues with key areas of operations such as getting insights or capturing lost sales. It includes tools such as Workflow rules, Flow, Apex and Process builder.
Slide 32: This slide presents forecasting tools that can be used for predicting future outcomes in sales process and making strategic changes. It includes tools such as Zip forecasting, Gong.io and Pipedrive.
Slide 33: This slide presents how automation tools work for boosting efficiency of sales force in acquiring and converting customers more effectively. It includes stages such as attract, convert, close and delight for converting customers from strangers to promoters.
Slide 34: This slide presents impact of forecasting tools used for sales automation, helpful in making informed business decisions. It includes estimating stock requirements, tracking market trends, etc.
Slide 35: This slide presents key metrics boosted and positively impacted by sales force automation, that helps in achieving set business targets. It includes KPIs such as lead generation rate, revenue per salesperson and sales cycle.
Slide 36: This slide presents comparative analysis of sales force automaton tools, helpful in selecting most suitable software. It includes parameters such as contact management, pipeline management, task management, etc.
Slide 37: This slide highlights title for topics that are to be covered next in the template.
Slide 38: This slide presents different technologies used for enhancing impact of sales force automation. It includes technologies such as CRM software, AI, ML, BI, document management system and IoT.
Slide 39: This slide presents uses of machine learning tools and how they can be used for several important tasks, helpful in bringing out the best of automation. It includes uses such as sentiment analysis, customer churn prediction and sales performance analysis.
Slide 40: This slide presents uses of AI technology in boosting automation mechanism through various task handling, helpful in making sound business decisions. It includes uses such as lead scoring, sales forecasting and personalized sales recommendations.
Slide 41: This slide presents uses of machine learning tools and how they can be used for several important tasks, helpful in bringing out the best of automation. It includes uses such as sentiment analysis, customer churn prediction and sales performance analysis.
Slide 42: This slide presents uses of BI (Business Intelligence) for automating intelligence tasks in sales, helpful in making informed business decisions and analyze performance. It includes uses in areas such as competitor analysis, territory management and mobile BI for field sales.
Slide 43: This slide presents IoT technology and its uses in automating tasks of sales force, helpful in making process more effective. It includes uses in ways such as analytics, data, product incorporation and consumer analysis.
Slide 44: This slide presents uses of document management system for enhancing sales data storage, helpful in data protection, collaboration, security, etc. It includes uses in areas such as such as centralized storage, document security and personalized content management.
Slide 45: This slide highlights title for topics that are to be covered next in the template.
Slide 46: This slide presents guide to conduct regular surveys for nurturing leads and increasing sales conversion through automated survey mails. It includes practices such as focusing on MQLs, asking pain points and sending preference surveys.
Slide 47: This slide presents account and contact management practices, helpful in accelerating operations and enhancing customer support. It includes practices such as managing all accounts in one place and contacts individually.
Slide 48: This slide presents strategy for automating sales pipeline for better process management. It includes actions such as implementing email automation, sorting leads and using tools, etc.
Slide 49: This slide presents report generation strategy for capturing insights on sales force and its working in real time. It includes ways such as using AI for patterns and trends and business analytics toll for automatic report suggestions.
Slide 50: This slide highlights title for topics that are to be covered next in the template.
Slide 51: This slide presents coaching plan for initiating sales automation at workplace, helpful in training employees on how to collaborate effectively to make use of new tools and technologies. It includes coaching on CRM usage, sales reporting, customer engagement, etc.
Slide 52: This slide presents training plan for employees to learn and use SFA system effectively, helpful in making staff competitive and skilled. Plan includes information on training topics, date, duration and trainer for better understanding of employees.
Slide 53: This slide highlights title for topics that are to be covered next in the template.
Slide 54: This slide presents pricing plan for cloud based CRM tools used for managing automated tasks, helpful in analyzing potential cost to be incurred based on type of plan availed from basic to advance. It includes sales cloud, service cloud, marketing cloud, commerce cloud, etc.
Slide 55: This slide presents cost assessment of automation introduced for managing different tasks in each month. It includes cost analysis of tasks such as lead generation, customer management, pipeline management and contact management.
Slide 56: This slide presents budget plan for quarterly automation expansion, helpful in determining cost of different initiatives and tools implemented in each quarter. It includes initiatives such as training, automation software, tools integration and external meetings.
Slide 57: This slide highlights title for topics that are to be covered next in the template.
Slide 58: This slide presents impact analysis of automation tools on main departments or processes that are essential for overall sales growth.
Slide 59: This slide presents impact of sales force automation on value chain, helpful in boosting productivity in all segments through mechanized processes. It includes sales strategy planning, lead qualification, pricing, quotation, post sales activities, etc.
Slide 60: This slide presents impact of automation on employees and their satisfaction with their job, that highlights its increasing value for business success. It includes key findings on employee work conditions and statistics to back-up these findings through survey conducted for 773 automation users.
Slide 61: This slide presents impact of automation on process growth metrics that are highly valued due to their potential of forecasting business success. It includes metrics such as Lead qualification rate, pipeline thickness, sales forecast accuracy and response rate.
Slide 62: This slide presents impact of sales force automation in pre and post implementation phases, highlighting its potential capability in accomplishing business goals. It includes KPIs such as monthly sales growth, churn rate, customer acquisition cost, etc.
Slide 63: This slide highlights title for topics that are to be covered next in the template.
Slide 64: This slide presents future potential of sales force automation with current and future advanced technology. It includes activities of sales value chain such as forecasting, negotiation, quota setting, etc. that can be automated effectively.
Slide 65: This slide presents trends in automation and its potential impact on future services, helpful in understanding potential of automation tools in near future. It includes insights on automation usage and its impact on different services.
Slide 66: This slide presents process automation trends in different industries, helpful in determining rate of technology adoption in market. It includes industries such as IT, finance, supply chain, HR, sales, etc.
Slide 67: This slide highlights title for topics that are to be covered next in the template.
Slide 68: This slide presents case study on CloudKick’s sales force automation journey that helped them to overcome expansion challenges due to ineffective manual processing. It shows information on challenges faced, solutions implemented and their outcome.
Slide 69: This slide presents case study on HDFC bank’s sales force automation experience, helpful in highlighting effectiveness of advanced solutions in boosting productivity. It includes challenges faced by bank and solutions offered by Assistive CRM.
Slide 70: This slide presents case study on Titan fragrance sales vertical, helpful in providing information on how big business verticals have enhanced their operations through automation adoption. It includes challenges faced in sales, solutions implemented and overall outcome.
Slide 71: This slide contains all the icons used in this presentation.
Slide 72: This slide is titled as Additional Slides for moving forward.
Slide 73: This slide provides Clustered Column chart with two products comparison.
Slide 74: This is About Us slide to show company specifications etc.
Slide 75: This is Our Team slide with names and designation.
Slide 76: This is Our Mission slide with related imagery and text.
Slide 77: This slide depicts Venn diagram with text boxes.
Slide 78: This slide provides 30 60 90 Days Plan with text boxes.
Slide 79: This is Our Target slide. State your targets here.
Slide 80: This slide presents Roadmap with additional textboxes.
Slide 81: This is a Thank You slide with address, contact numbers and email address.