Sales Force Automation (SFA) Worksheet Offered recently offered a great (free) tool called the “Sales Force Automation Product Requirements Worksheet”.

The tool will help to determine which SFA system best suits your business’s needs by allowing you to keep your vendor offerings organized? The worksheet can help you compare solutions and make the best decision for your company.


The form contains fields for contact management and lead tracking to sales, service and support requirements. It can be difficult to determine the right SFA system for your company. The SFA Product Requirements Worksheet can help you gain perspective and make an informed choice by scoring your top three vendors based on how well each vendor’s solution meets your needs. By prioritizing your needs and weighing your options, you’ll get a clearer picture of how each vendor’s offering stacks up, and which SFA solution most closely matches your ideal.

You can download the worksheet for free from their website.

I've been intrigued by the use of automation in marketing since 1996. I started this blog to write, discuss, and review programs, applications, and ideas with others. If you'd like to contribute articles, ideas, interviews, reviews, or a how-to about a product or program, please contact me. I can be reached at (951) 313-7200.

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