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Sales Force Automation’s Sales Force Automation (SFA) is the strongest component in the solution. The SFA module includes account, contact, activity and opportunity management. Depending on which edition you are using, the functionality becomes increasingly sophisticated, however functions like territory management and multiple recurring revenues are reserved for the higher level editions. Thus one can see that it is critical to have a clear understanding of your requirements in order to avoid subsequent up charges through ‘edition creep’.

For example, additional advanced functions such as revenue scheduling or revenue management, where you need to set up a specific schedule of revenue recognition for an opportunity based on defined time periods or even a user defined pattern, are reserved only for Enterprise and Unlimited subscribers. Overall, the SFA module provides a solid foundation for most SMB (small and midsize business) organizations.

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