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
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"
– Debbi Saffo, President at The NiKhar Group
"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 niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."
– David Coloma, Consulting Area Manager at Cynertia Consulting
"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
"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 a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.
Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I
have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.
I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings.
"
– Nishi Singh, Strategist and MD at NSP Consultants
"One of the great discoveries that I have made for my business is the Flevy library of training materials.
As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy
It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients.
"
– Ed Kemmerling, Senior Lean Transformation Expert at PMG
"Flevy.com has proven to be an invaluable resource library to our Independent Management Consultancy, supporting and enabling us to better serve our enterprise clients.
The value derived from our [FlevyPro] subscription in terms of the business it has helped to gain far exceeds the investment made, making a subscription a no-brainer for any growing consultancy – or in-house strategy team."
– Dean Carlton, Chief Transformation Officer, Global Village Transformations Pty Ltd.