SFA platforms are usually sold as a full feature list, mobile order capture, route planning, collections, CRM, reporting, approvals, when in practice most teams only urgently need two or three of those to solve their actual problem. This quiz narrows that list down based on your team’s structure and biggest current pain point.
It’s a shorter, lighter-touch alternative to the full checklists and calculators above, useful as an entry point for visitors who aren’t ready for a detailed assessment yet.
What the quiz recommends
- Mobile order capture
- Route planning
- Collections and outstanding balance tracking
- CRM and customer history
- Reporting and manager visibility
- Approval workflows
SFA Feature Finder
Answer five quick questions to discover the three sales force automation features your team should prioritise.
Your top 3 SFA feature priorities
Based on your answers, consider these features first:
This is a quick directional assessment, not a full technical or procurement evaluation. Check integration requirements and implementation scope with your provider.
