Why Capturing Un-structured or Ad-hoc Data with SFA is Essential?

September 13, 2022

Capturing unstructured or ad-hoc data is an essential aspect of Sales Force Automation (SFA) that can help organizations gain valuable insights into their sales process. In this blog, we will discuss the importance of capturing unstructured or ad-hoc data using SFA, how Assistive CRM can help with this process, and the difference between SFA and CRM.

SFA: The Importance to Capture Un-Structured / Ad-Hoc Data

Sales reports are a critical tool for measuring sales performance and identifying areas for improvement. However, sales reports only provide insights into structured data, such as sales revenue, sales volume, and customer demographics. Capturing unstructured or ad-hoc data, such as customer feedback, sales team feedback, and competitor analysis, can provide valuable insights into the sales process that can help organizations improve their sales strategy.

Capturing unstructured or ad-hoc data using SFA can help organizations gain a better understanding of their customers' needs and preferences, identify areas for improvement in the sales process, and develop more effective sales strategies. By capturing unstructured or ad-hoc data, organizations can develop a more complete picture of their sales process, which can help them make more informed decisions.

How Assistive CRM Can Help with Capturing Un-Structured / Ad-Hoc Data?

Assistive CRM is a powerful tool that can help organizations capture unstructured or ad-hoc data using SFA. Assistive CRM allows sales teams to capture customer feedback, sales team feedback, and competitor analysis directly within the CRM system. This data can then be analyzed to gain valuable insights into the sales process and develop more effective sales strategies.

Assistive CRM also allows sales teams to track customer interactions, such as email communications and phone calls, which can provide valuable insights into customer needs and preferences. This data can be used to develop more targeted sales strategies and improve the overall customer experience.

SFA vs CRM

SFA and CRM are often used interchangeably, but they are two different tools with different functionalities. SFA is focused on automating the sales process, while CRM is focused on managing customer relationships. SFA is designed to help sales teams automate tasks such as lead management, sales forecasting, and pipeline management. CRM, on the other hand, is designed to help organizations manage customer interactions, such as customer service inquiries and support tickets.

While SFA and CRM have different functionalities, they can be used together to provide a more complete picture of the sales process. By using SFA to automate the sales process and capture unstructured or ad-hoc data, and using CRM to manage customer relationships, organizations can develop more effective sales strategies and improve the overall customer experience.

Conclusion

Capturing unstructured or ad-hoc data using SFA is an essential aspect of the sales process that can help organizations gain valuable insights into their sales strategy. By using Assistive CRM to capture unstructured or ad-hoc data, organizations can develop a more complete picture of the sales process and develop more effective sales strategies. While SFA and CRM have different functionalities, they can be used together to provide a more complete picture of the sales process and improve the overall customer experience. Contact Assistive today to learn more about how we can help you capture unstructured or ad-hoc data using SFA.