Learn the critical capabilities for Sales Force Automation (SFA), reported by Gartner.
Download the Critical Capabilities for SFA (Gartner, 2019) by submitting the blue form below.
Interested in implementing Sales Force Automation (SFA)?
Leading market research firm Gartner recently published a report on critical capabilities for SFA. Our partner, Creatio (formerly bpm'online), was recognized in 5 use cases in this report.
This Gartner report evaluates 19 Sales Force Automation vendors against 6 use cases. Application leaders supporting sales should use our use-case-specific rankings to identify a shortlist for further evaluation.
Report highlights include:
Artificial intelligence (AI) for predictive sales forecasting, relationship health scoring or opportunity health scoring is now offered by more than half of the sales force automation (SFA) vendors.
Ease of use, particularly for data entry and maintaining data quality, varies considerably. Some vendors have invested in conversational AI to improve data entry, but it is not a common function yet in the industry.
Forecasting capabilities vary widely across the vendors.
Creatio believes its recognition in 5 use cases is driven by its advanced tools and out-of-the-box best practice processes to drive efficient sales processes and accelerate the complete sales cycle, and the intelligent low-code platform, which allows users with no technical skills to swiftly design, execute and optimize sales processes.
By downloading this document, I agree to continue receiving educational materials, newsletters, product updates, event invitations, and other information from Flevy and creatio. I understand I may opt out or update my preferences at any time.
Download the Critical Capabilities for SFA (Gartner, 2019) now!
Read Customer Testimonials
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."
– Royston Knowles, Executive with 50+ Years of Board Level Experience
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."
– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."
– Michael Evans, Managing Director at Newport LLC
"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for
the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service.
"
– Jim Schoen, Principal at FRC Group
"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor
the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox.
"
– Michael Duff, Managing Director at Change Strategy (UK)
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."
– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."
– Trevor Booth, Partner, Fast Forward Consulting
"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me