
{"id":43,"date":"2015-02-16T13:54:31","date_gmt":"2015-02-16T13:54:31","guid":{"rendered":"https:\/\/www.pepupsales.com\/blog\/?p=43"},"modified":"2025-10-08T10:45:30","modified_gmt":"2025-10-08T10:45:30","slug":"using-sales-force-automation-software-effectively","status":"publish","type":"post","link":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/","title":{"rendered":"Using Sales Force Automation Software Effectively"},"content":{"rendered":"<p class=\"p1\">Having deployed a Sales Force Automation software is a job half done.\u00a0The other half is to get people to use it.<\/p>\n<p class=\"p1\">In most cases, there is an initial resistance from the sales team.\u00a0They are used to their old ways of using pen and paper. The MIS team does all the number-crunching work. The data is erroneous but there is no way to find out.<\/p>\n<p class=\"p1\">There are a few points that the Sales Heads can keep in mind while persuading their team to use the Sales Force Automation software:-<\/p>\n<p class=\"p1\">1) Stop taking reports in excel! Take reports only from the sales force automation software.<\/p>\n<p class=\"p1\">2) Ask the team to claim their expenses in the SFA software.<\/p>\n<p class=\"p1\">3) Let the team view their reports on the move right from a mobile app. So, they know where they are heading during the course of the month.<\/p>\n<p class=\"p1\">4) Have an internal person well trained for hand-holding the team in case of training issues.<\/p>\n<p class=\"p1\">5) During the Weekly sales call or the monthly sales call, ignore any data except the one from the Sales Automation software.<\/p>\n<p class=\"p1\">6) Stop giving route plans \/ PJP on paper. Instead, ask the team to log in to their mobile apps.<\/p>\n<p class=\"p1\">Once all the communication starts happening through the sales force automation software, the team will realize its benefits and adhere to its usage.<\/p>\n<p><a href=\"https:\/\/www.pepupsales.com\/#contact\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-full wp-image-377 aligncenter\" src=\"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/2Tips-to-Increase-Sales-for-your-Business.jpg\" alt=\"\" width=\"800\" height=\"120\" srcset=\"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/2Tips-to-Increase-Sales-for-your-Business.jpg 800w, https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/2Tips-to-Increase-Sales-for-your-Business-300x45.jpg 300w, https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/2Tips-to-Increase-Sales-for-your-Business-768x115.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Having deployed a Sales Force Automation software is a job half done.\u00a0The other half is to get people to use it. In [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1626,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[76],"tags":[],"class_list":["post-43","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales-force-automation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Using Sales Force Automation Software Effectively<\/title>\n<meta name=\"description\" content=\"Having deployed a Sales Force Automation software is a job half done.\u00a0The other half is to get people to use it.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using Sales Force Automation Software Effectively\" \/>\n<meta property=\"og:description\" content=\"Having deployed a Sales Force Automation software is a job half done.\u00a0The other half is to get people to use it.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/\" \/>\n<meta property=\"og:site_name\" content=\"Pepupsales Blog\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/pepupsales\" \/>\n<meta property=\"article:published_time\" content=\"2015-02-16T13:54:31+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-08T10:45:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/Using-Sales-Force-Automation-Software.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"571\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"PepUpSales\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@pepupsales\" \/>\n<meta name=\"twitter:site\" content=\"@pepupsales\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"PepUpSales\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":[\"Article\",\"BlogPosting\"],\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/\"},\"author\":{\"name\":\"PepUpSales\",\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/#\\\/schema\\\/person\\\/015c1642bed5b57f074ff791b077b778\"},\"headline\":\"Using Sales Force Automation Software Effectively\",\"datePublished\":\"2015-02-16T13:54:31+00:00\",\"dateModified\":\"2025-10-08T10:45:30+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/\"},\"wordCount\":226,\"publisher\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/wp-content\\\/uploads\\\/2015\\\/02\\\/Using-Sales-Force-Automation-Software.jpg\",\"articleSection\":[\"Sales Force Automation\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/\",\"url\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/\",\"name\":\"Using Sales Force Automation Software Effectively\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/wp-content\\\/uploads\\\/2015\\\/02\\\/Using-Sales-Force-Automation-Software.jpg\",\"datePublished\":\"2015-02-16T13:54:31+00:00\",\"dateModified\":\"2025-10-08T10:45:30+00:00\",\"description\":\"Having deployed a Sales Force Automation software is a job half done.\u00a0The other half is to get people to use it.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/wp-content\\\/uploads\\\/2015\\\/02\\\/Using-Sales-Force-Automation-Software.jpg\",\"contentUrl\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/wp-content\\\/uploads\\\/2015\\\/02\\\/Using-Sales-Force-Automation-Software.jpg\",\"width\":1000,\"height\":571,\"caption\":\"Using Sales Force Automation Software\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/using-sales-force-automation-software-effectively\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Using Sales Force Automation Software Effectively\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/\",\"name\":\"Sales Force Automation Software\",\"description\":\"Sales Force Automation Software, Distributor Management Software\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/#organization\"},\"alternateName\":\"Distributor Management Software\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/#organization\",\"name\":\"PepUpSales\",\"url\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/logo.png\",\"contentUrl\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/logo.png\",\"width\":5000,\"height\":1040,\"caption\":\"PepUpSales\"},\"image\":{\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"http:\\\/\\\/www.facebook.com\\\/pepupsales\",\"https:\\\/\\\/x.com\\\/pepupsales\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.pepupsales.com\\\/blog\\\/#\\\/schema\\\/person\\\/015c1642bed5b57f074ff791b077b778\",\"name\":\"PepUpSales\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f370b9533d756ef8fbd9870e1276d46898084c132b0b25926360327b5bcca7a0?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f370b9533d756ef8fbd9870e1276d46898084c132b0b25926360327b5bcca7a0?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f370b9533d756ef8fbd9870e1276d46898084c132b0b25926360327b5bcca7a0?s=96&d=mm&r=g\",\"caption\":\"PepUpSales\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Using Sales Force Automation Software Effectively","description":"Having deployed a Sales Force Automation software is a job half done.\u00a0The other half is to get people to use it.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/","og_locale":"en_US","og_type":"article","og_title":"Using Sales Force Automation Software Effectively","og_description":"Having deployed a Sales Force Automation software is a job half done.\u00a0The other half is to get people to use it.","og_url":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/","og_site_name":"Pepupsales Blog","article_publisher":"http:\/\/www.facebook.com\/pepupsales","article_published_time":"2015-02-16T13:54:31+00:00","article_modified_time":"2025-10-08T10:45:30+00:00","og_image":[{"width":1000,"height":571,"url":"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/Using-Sales-Force-Automation-Software.jpg","type":"image\/jpeg"}],"author":"PepUpSales","twitter_card":"summary_large_image","twitter_creator":"@pepupsales","twitter_site":"@pepupsales","twitter_misc":{"Written by":"PepUpSales","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":["Article","BlogPosting"],"@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/#article","isPartOf":{"@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/"},"author":{"name":"PepUpSales","@id":"https:\/\/www.pepupsales.com\/blog\/#\/schema\/person\/015c1642bed5b57f074ff791b077b778"},"headline":"Using Sales Force Automation Software Effectively","datePublished":"2015-02-16T13:54:31+00:00","dateModified":"2025-10-08T10:45:30+00:00","mainEntityOfPage":{"@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/"},"wordCount":226,"publisher":{"@id":"https:\/\/www.pepupsales.com\/blog\/#organization"},"image":{"@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/#primaryimage"},"thumbnailUrl":"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/Using-Sales-Force-Automation-Software.jpg","articleSection":["Sales Force Automation"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/","url":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/","name":"Using Sales Force Automation Software Effectively","isPartOf":{"@id":"https:\/\/www.pepupsales.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/#primaryimage"},"image":{"@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/#primaryimage"},"thumbnailUrl":"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/Using-Sales-Force-Automation-Software.jpg","datePublished":"2015-02-16T13:54:31+00:00","dateModified":"2025-10-08T10:45:30+00:00","description":"Having deployed a Sales Force Automation software is a job half done.\u00a0The other half is to get people to use it.","breadcrumb":{"@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/#primaryimage","url":"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/Using-Sales-Force-Automation-Software.jpg","contentUrl":"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2015\/02\/Using-Sales-Force-Automation-Software.jpg","width":1000,"height":571,"caption":"Using Sales Force Automation Software"},{"@type":"BreadcrumbList","@id":"https:\/\/www.pepupsales.com\/blog\/using-sales-force-automation-software-effectively\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.pepupsales.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Using Sales Force Automation Software Effectively"}]},{"@type":"WebSite","@id":"https:\/\/www.pepupsales.com\/blog\/#website","url":"https:\/\/www.pepupsales.com\/blog\/","name":"Sales Force Automation Software","description":"Sales Force Automation Software, Distributor Management Software","publisher":{"@id":"https:\/\/www.pepupsales.com\/blog\/#organization"},"alternateName":"Distributor Management Software","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.pepupsales.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.pepupsales.com\/blog\/#organization","name":"PepUpSales","url":"https:\/\/www.pepupsales.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.pepupsales.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2024\/10\/logo.png","contentUrl":"https:\/\/www.pepupsales.com\/blog\/wp-content\/uploads\/2024\/10\/logo.png","width":5000,"height":1040,"caption":"PepUpSales"},"image":{"@id":"https:\/\/www.pepupsales.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["http:\/\/www.facebook.com\/pepupsales","https:\/\/x.com\/pepupsales"]},{"@type":"Person","@id":"https:\/\/www.pepupsales.com\/blog\/#\/schema\/person\/015c1642bed5b57f074ff791b077b778","name":"PepUpSales","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/f370b9533d756ef8fbd9870e1276d46898084c132b0b25926360327b5bcca7a0?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/f370b9533d756ef8fbd9870e1276d46898084c132b0b25926360327b5bcca7a0?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f370b9533d756ef8fbd9870e1276d46898084c132b0b25926360327b5bcca7a0?s=96&d=mm&r=g","caption":"PepUpSales"}}]}},"_links":{"self":[{"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/posts\/43","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/comments?post=43"}],"version-history":[{"count":1,"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/posts\/43\/revisions"}],"predecessor-version":[{"id":379,"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/posts\/43\/revisions\/379"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/media\/1626"}],"wp:attachment":[{"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/media?parent=43"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/categories?post=43"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pepupsales.com\/blog\/wp-json\/wp\/v2\/tags?post=43"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}