Best Practice Report

Sales Force Automation: Technology Requirements

January 1st, 2018


B2B companies preparing to deploy a new sales force automation (SFA) platform should go through five key phases. During the fourth phase, sales operations should audit systems, users, data, security and legal concerns to determine the technology requirements of the SFA platform. The new SFA platform must integrate seamlessly with other systems that provide data relevant to the selling and buying process.

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