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Sales Force Automation (SFA) Case Studies

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AccuData: Leveraging BPM to Optimize Sales Efficiency
This case study profiles one company's efforts to streamline its business process around sales count and order workflow. With 30,000 iterations a month, saving time on that aspect of the operation could have a real impact on customer satisfaction and business efficiency.

AccuData: Leveraging BPM To Optimize Sales Efficiency
This case study profiles one company's efforts to streamline its business process around sales count and order workflow. With 30,000 iterations a month, saving time on that aspect of the operation could have a real impact on customer satisfaction and business efficiency.

Maritz Travel: Business Process Management Helps Manage Constant Change
During a value stream analysis, this incentive travel management firm heard loudly from employees that it needed a better way of managing processes. Lombardi Software's TeamWorks provided a good place to start.

Maximizing ROI and Minimizing TCO Through Presentment Infrastructure, Enterprise Content Managment and Business Process Management
This white paper proposes that, in many instances, ROI from initial CRM investments has been hindered by a lack of complementary investments in underlying Customer Communications infrastructure, including key investments in Enterprise Content Management (ECM) technologies such as Content Presentment.

Process Management for the Sales Team; No BPM Tools Needed
This manufacturing company, which did international business, used an archaic document management system, which put it at a disadvantage in sales efforts. This business process improvement effort required no fancy BPM software suite, yet it succeeded wildly in helping the company grow.

Sales Force Automation Back in the Spotlight
In the hype of the CRM boom a few years ago, sales force automation software seemed largely forgotten. Though not quite a dinosaur, it certainly was not a hot topic. Today there are a wide variety of SFA tools that support different levels of sales complexity.

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