Best Practice Report

Sales Force Automation: Post-Deployment

Jan 01, 2018

Summary

Sales operations and/or a sales force automation (SFA) administrator are responsible for ongoing SFA management, best practice sharing and execution. Ongoing stewardship of the SFA system may require one to several staff members, depending on company size and requirements. New sales reps should be trained on SFA processes and procedures during onboarding; supplemental training should be provided for all reps as SFA requirements grow and change.

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