1. 销售队伍自动化(SFA)：
销售队伍自动化技术有助于跟踪销售人员的表现，因为他们在推动销售和潜在客户的联系信息方面发挥着重要作用，从而影响业务收入。这就是 SFA 因问题而存在的原因 – 客户需求如何以及何时发生变化，需求是什么以及这些事情如何影响业务。
它是一种将技术与信息相结合的 IT 工具，通过协调内部流程与后端数据库系统来自动执行销售人员和销售经理的销售任务。
2. 客户关系管理(CRM)：
客户关系管理 (CRM) 就是寻找客户。在此过程中收集他们的信息并使用这些信息来增强他们的经验并促进长期关系。基本上，这是一个与客户建立和维护关系的过程。
CRM 涉及电子邮件营销和集成、文档、销售电话、关系管理等。
SFA和CRM的区别：
| SFA | CRM |
|---|---|
| It focuses on Opportunity Management. | It focuses on Work Management. |
| Activity lists are found within accounts. | Activities can be viewed and filtered with different perspectives. |
| It provides actionable goals and targets for each sales team member. | Customer profiling including purchasing history, behavior data, and more. |
| It records calls and lead general activities. | It tracks communication with customer. |
| It stores contact information. | It stores account data and e-commerce communications. |
| It schedules and tracks the appointments. | It tracks the responses to sales and marketing. |
| It manages pipe-lining, opportunities and work flows. | It monitors services and support interactions. |