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Sales Force Automation: Managing CRM and ERP Solutions

CRM applications started as simple contact-management software that salespeople ran on their PCs. Then vendors began to develop products that automated a larger number of processes and tied together

all of the sales data across the organization into one comprehensive source.

Though the features of a CRM solution can vary from product to product, there are a few industry-standard functions:

  • Contact manager. A CRM solution must have a powerful yet easy-to-use contact manager to track sales leads; it should give you instant access to relevant information about your clients.
  • Marketing encyclopedia. This feature includes base of information about different vertical industries, competitors, and products. It's a valuable tool that diminishess research time and informs you of your clients' needs.
  • Forecasting module. The forcasting module lets you analyze where and when leads are generated. This information helps you to determine how to spend advertising and marketing budgets in the future.

Marketing: Tell a Story to Your Customers
Host Hattie Bryant of Small Business School interviews Fess "Davy Crockett" Parker of Fess Parker Winery and Vineyard near Santa Barbara, California.