Solutions
SFA and Business Process Assessment
SalesLogistix begins every engagement with a fixed-price assessment where we get to know you and your SFA issues. We examine the system, the users, usage patterns, and supporting business processes. We score your company according to our proprietary SFA Maturity Model™, using in-depth interviews with:
- Sales Reps and Sales Management
- Sales Operations / Order Processing
- Lead generation / Marketing programs
- Product marketing / management
- Financial analysts / forecasters
- IT / Security administrators
- Executive staff
In parallel we analyze your SFA / CRM database, looking for:
- Data duplication
- Data contamination
- Lost / disconnected data
- Irrelevant data, excessively cluttered forms, obsolete reports
- Mismatches between your data model and your business process requirements
- Security issues
- Scalability / performance issues
From these inquiries, SalesLogistix produces a set of recommendations, executive decision drivers, and an itemized spreadsheet of tasks that needed to fix the SFA/CRM system, eliminate problem areas in external systems, streamline business processes, and reduce inter-department conflict. The recommendations spreadsheet includes cost estimates (including time from your staff) for each task, and helps clients prioritize the project elements. Many clients do some of the tasks themselves, and use SalesLogistix in the most cost effective manner on the highest priority items.
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