Published on March 4th, 2021 | by Bibhuranjan


Salesforce Automation Vs CRM: Which One to Choose?

Hopefully, you are not part of the population that thinks that salesforce automation and CRM are the same. If yes, then we are glad that you understand the difference, but if not, then we are inclined to tell you some significant differences that we see in both these technologies.

There are a lot of individuals out there who believe these relate to the same technology. Although we can use CRM and SFA can interchangeably, they belong to two separate software sets.

CRM software may have specifics of salesforce automation features and vice versa, but each is used by individuals or organizations for particular purposes. Let’s analyze how salesforce test automation and CRM differ in countable ways.

Salesforce Automation (SFA)

Salesforce Automation (SFA) focuses on the sales phase of goods or services to current consumers and product management, intending to grow sales and improve conversion processes (from prospect to customer).

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) focuses on customer relationship management to strengthen the relationship between the business and the customer (after the prospect becomes your customer).

Difference between Salesforce Automation and Customer Relationship Management

The key difference between CRM and SFA is that CRM emphasizes customer loyalty and all the advantages of customer retention. They designed it to take care of the customer once they become a client.

By collecting and centralizing customer data from customer interactions (phone, email, and social media), feedback or queries, previous meetings, and purchasing history, it manages the relationship between consumer and company. Sales teams can customize their sales solutions based on the needs of current customers by utilizing this data.

On the other hand, Salesforce test automation focuses on sales, making it efficient and straightforward. SFA software will typically take care of potential market management and pipeline management tools, offering a specific image of future opportunities, current sales, and previous sales success.

Benefits of Using CRM

You can have all the data stored in one place, on each touch, you can access it which makes CRM a super powerful tool for communication.

All events, initiatives, transactions, live chat messages, email exchanges, invoices, orders, contracts, or customer support requests that contact has ever engaged in can be saved with CRM. It is also a fantastic tool for keeping your current customers happy, aside from being a great asset in discovering and cultivating your future and new customers.

A CRM system has a handful of “customer retention” advantages: by reminding you about meetings or when to send follow-up emails, it can help you keep your promises.

Benefits From Salesforce Automation

Through salesforce test automation, it is possible to automate time-consuming tasks. Arranging sales appointments, sending follow-up messages to customers, monitoring orders and contacts, and conducting more business operations in less time are among the best services that a SFA tool like ACCELQ provides. Also, the actions of field sales people are easily tracked by sales managers with its use.

This technology allows users to track the actions of consumers and market swings. Via this, the program can maintain, store and evaluate all the crucial information to revenue forecasts.

Surveys have shown that the SFA program has effectively improved the closing of sales and decreased administration time. SFA technology is bound to include more functionality shortly, such as artificial intelligence, which will improve productivity and performance.


As it is only responsible for initiating the sales process, one can never rely on CRM alone. For years to come, salesforce automation will take over.

Knowing the what, who and why behind each of these different solutions, whichever route you want to go, will help you create the best possible stack for your organization

Tags: , ,

About the Author

Avatar photo

Editorial Officer, I'm an avid tech enthusiast at heart. I like to mug up on new and exciting developments on science and tech and have a deep love for PC gaming. Other hobbies include writing blog posts, music and DIY projects.

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to Top ↑