Wait. You too thought that CRM and Salesforce Automation are the same things. If the answer is yes, then you should know that you are not alone. There are many people out there who think both refer to the same technology. While CRM and SFA are used interchangeably, they belong to two different sets of software.
So why does the confusion arise then? The answer is simple. It’s because a CRM software can have some attributes of a SFA and vice versa but each is used by organizations for unique purposes.
SFA: The tool is used exclusively by sales teams to organize and manage contacts and opportunities in a single, centralized view. Additionally, it is also used for forecasting and generating reports to streamline the sales pipeline.
CRM: The tool refers to managing customer interactions throughout the customer lifecycle. The purpose is to keep all the data related to customer interactions even the minutest details at a single location.
The next question that comes to mind is which software to use in which situation.For that, you need to be aware of the fundamental features of each software. Don’t worry. We have got it covered for you.
Because some of the tasks that SFA does can be accomplished by a CRM, many businesses fail to realize that a CRM cannot be used by salespeople for in-depth prospecting, collaborative selling, and contact management. One should never rely on CRM alone as SFA is responsible for initiating the sales process after which CRM can take over and ensure that customers remain clients for years to come.