Alexa Sales Force Automation (SFA) CRM | Manage Leads & Contacts
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Manage Leads, Contacts, Accounts and Deals

Route the right lead, provide it to the right rep at the right time using lead capturing and lead distribution functionality. ConvergeHub helps sales reps to close more deals faster with the minimum number of clicks using its sales pipeline management and workflow automation tools. Manage all your sales opportunities and leads in a pipeline view. Using ConvergeHub, you can even send tracked emails automatically.

convergehub integration


Get a Real-Time Snapshot of Key Metrics

Know about the latest developments in sales activities from four different panels - Deals By Expected Close Date, Leads By Source, Lead Acquisition, and Deal Acquisition. Customize the settings for each panel to get dynamic results as per the requirement. Click on the Summary side panel to visualize the sales pipeline at various stages i.e. the updated number of leads, accounts, contacts, and deals. Experience easy navigation by visiting all the important sections of the CRM through the links presented in the dashboard itself.

convergehub integration


Manage, Share and Collaborate With Accounts

Work collectively through ConvergeHub Account Management module. Enable sales reps managers and other authorized personnel to access a complete history of each account from one common repository. Create task, schedule event, and add comments and notes to the accounts. Reach out to the accounts through email, phone, FAX, and SMS. Attach files to the accounts from the computer or ConvergeHub Library. Keep track of accounts more elaborately by associating them with relevant leads, deals, and contacts. Refer to the past deals of the accounts to understand buying patterns; analyze up-selling and cross-selling opportunities and set up loyalty programs.

convergehub integration


Centralize All Business Contacts in One Place

Experience an easy and powerful way to store all business contacts in a centralized, shared database. Add contacts manually or include from third-party sources using Import tool and Developer API. Access all important contact information (i.e. emails, phone numbers, meeting notes, to-do lists, and documents) from the Contact Details section. Also get a summary of all communication happened between the company and the contact to improve customer service. Add tasks, comments, notes, and events; or attach files to the contact. Reach out to the contacts through email, phone, FAX, and SMS. Customize contact management as per your organization-specific sales process. Use the Microsoft Outlook plug-in to import Outlook contacts into ConvergeHub. Export the contacts list in Excel and PDF format from your ConvergeHub account.

convergehub integration


Work with Deals

Use ConvergeHub Deals Management module to store and manage comprehensive information about the converted/to-be converted leads. Get a detailed outlook on each deal through fields like account name, assigned to, lead source, sales process, sales stage, deal type, deal value, expected close date and conversion probability. Import Deal opportunities from a spreadsheet or third-party business solution using Import Wizard and ConvergeHub API. Associate Deal opportunities with accounts, contacts, activities, and other modules for better visibility and tracking. Add comments and notes or attach files to the deals as per the requirement. Set up a sales process. Carry out a quick assessment through reports to enable your sales reps to close more deals and gain insight into improving future ones.

Screenshot Tour - Sales
  • Leads

    convergehub integration
  • Deals

    convergehub integration
  • Contacts

    convergehub integration
  • Accounts

    convergehub integration

Sales Force Automation

What is Sales Force Automation?

Sales Force Automation (SFA) relates to sales and marketing software tools. SFA offers automated processes that enable a simplified sales process to handle business contracts, sales projections, and organizational effectiveness.

The key aspects of an SFA system that are employed by successful sales teams are customer management, lead management, email synchronization, project tracking, and calendar sharing.

SFA is often part of a customer relationship management (CRM) solution that tracks all phases of a sales process seamlessly. The aim is to keep account of every contact made with a client, the reason for the interaction, and any follow-up that may be required. Phone conversations, emails, and meetings are also a part of this tool. Since sales efforts are rarely wasted, having this knowledge at your fingertips reduces the danger of offending your clients.

What Does a Sales Force Automation do?

Sales force automation (SFA) or sales automation refers to the use of sales automation software and the development of pathways to make sales management easier for everyone associated. The goal of sales automation is to streamline the sales process and reduce the number of mechanical, repetitive operations that sales representatives must perform.

It simplifies contact management, opportunity management, and task management by storing the whole history and data of your encounters with a client in one location.

Task Management

When you set a task or memo in a customer's account, SFA task management links it with your schedule. As a result, when you access the job, you will see all of the customer's data and previous conversations. When you finish a job, it is instantly recorded to your account record, giving a comprehensive history of your activities.

Team Collaboration

With the advent of cloud technology, Sales Force Automation has grown into its own. Multiple individuals may access and change a customer's account at the same time, establishing a central center for your organization.

This is especially handy if you have a distributed staff. Since everything is generated in real-time, there is no need to integrate the data.

Cloud Sync

The introduction of cloud technology brought with it a slew of benefits, many of which have helped small enterprises in particular. It is not only economical, but it also allows you to link dissimilar systems. Cloud integration allows you to automate the movement of data across the many platforms you employ, enhancing efficiency and productivity.

You may not only automate your sales operations, but also design routines for other manual tasks.

How Does Sales Force Automation Work?

Sales Force automation software streamlines the sales process for salespeople at every stage of the buying process. Here's how sales force automation works, from active notifications to sales reporting.

Activities and Lead Management

Prioritize high-conversion leads, assess win probability as sales transactions progress, and deliver AI-recommended next-best steps to keep sales interactions on track.

Account and Data Management

Notify vendors when anything requires their attention. Provide vendors with a full, unified view of each consumer, allowing them to see every interaction, transaction, and activity. SFA allows sellers to effortlessly change appointments and responsibilities, complete phone logs, assign follow-ups, and add contacts.

Subscription and Performance Automation

Sales Force Automation, as a part of CRM, assess the effectiveness of your sales activity automatically. It also notifies representatives and management of transactions that require attention and uses AI-backed advice to successfully re-engage. Moreover, it encourages membership marketing and connects all aspects of the subscription process, including accounting (revenue recognition), administration, and customer service.

Advantages of Sales Force Automation
Enhances Productivity

When you eliminate all manual effort from your day-to-day sales responsibilities, you have a lot more time to concentrate on things like having meaningful interactions with prospects. By automating certain tedious operations, you will be able to focus on things like refining your client acquisition process and maintaining connections with current customers. Some SFA systems can even operate on smartphones and other portable devices, making them much easier to use.

Streamlines Important Information

SFA solutions provide a wealth of intriguing insights that may aid in the development of your business intelligence and the planning and targeting of future marketing initiatives.

For instance, the system is cognizant of your client's past purchases and may forecast the future based on sales on it. It may also assisting your sales force and sales teams in offering the most relevant goods and services to the appropriate consumer at the right time.

Reduce Operation Time

All through the sales cycle, you will have more opportunities to focus on troublesome areas such as customer dissatisfaction. Paying close attention to system data and being quick with client service will assist improve customer happiness and satisfaction. Real-time responses are made easier with a marketing automation system.

Reduce Human Error

Have you ever lost an important customer because of a simple human error such as forgetting to reach them at the moment? An SFA solution will remind you and sometimes even contact that individual on your behalf, ensuring that blunders like these never occur again.

Why do Businesses Need Sales Force Automation?

Sales force automation streamlines the sales process, allowing businesses to sell more and sell faster. The finest SFA systems motivate sellers to execute suggested next-best activities using machine learning (AI) and integrated customer information.
Successful sales force automation solutions provide the following functions:

  • Increase sales productivity: When sellers spend less time clicking through a platform, they have more freedom to dedicate to the relevant activities and actions to complete sales faster.
  • Improve your sales efficiency: Sellers may use SFA technologies to spend more time on activities that matter, such as phoning customers and holding meetings, and much less time on human data input.
  • Increase user adoption: Sales force automation solutions should be used by sellers. The proper technologies provide sellers with proactive, AI-driven assistance across all of their devices.
  • Provide linked customer service experiences: Integrate customer insights with sales force automation software to provide your sellers with a comprehensive view of every client encounter.
  • Discover other revenue options: While people are prone to forgetting to touch base, SFA software can proactively track customers and identify the next best-advised action.


Many firms, ranging from small to corporate-level, B2B and B2C, are presently embracing SFA to automate the sales cycle. Because every business has distinct needs, not every corporation employs the same functionalities. Have you ever signed up for a special offer on a website and immediately received a letter from the provider? That is a business that is automating its sales procedures.


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