Differences from SFA and CRM tools

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This eliminates the need for marketing teams to collect lists and personally explain prospect data to sales reps. Instead, sales reps can log into the service themselves after receiving automated alerts and then take action (e.g., a sales call or email) on leads that are warming up.

If you already use SFA or CRM software, you may be aware of this, but these IT tools make information sharing smoother and help you create more cohesive business processes. In particular, marketing automation can improve the alignment of sales and marketing, as both teams will operate on the same platform and can visualize the entire process from attracting a lead to closing a sale.

④ Report
When using marketing automation for your marketing campaigns, you can pinpoint the success of each one by collecting data on conversion rates (CTR), page views, webinar registrations, resource downloads, and more.

 

The program can then help you visualize these results by dominican republic telegram number database displaying them in graphs and charts. However, you should keep in mind that marketing tools often publish reports on marketing campaign results that contain too much data, which makes them difficult to interpret. At least at first, try to set up the reports to display only the important data to make the analysis process easier.


Sales force automation (SFA) and customer relationship management (CRM) are also tools designed to streamline the sales process, but their primary functions are often confused with those of marketing automation. In this section, we’ll clarify the purpose of each tool.

As mentioned before, marketing automation is about creating new opportunities for sales. So, in other words, it focuses more on the areas that SFA and CRM covered before (mainly from lead generation ~ lead qualification, as shown in the figure below).


Sales Force Automation (SFA) is a system that supports your sales team. In SFA, you can record and manage sales-related information, such as details of past negotiations, progress of ongoing projects, appointments and deadlines. Essentially, SFA allows each sales representative to keep track of the many prospects they are responsible for and approaching, and record all past and future actions.