CREST SFA

CREST SFA

Sold by : Xmplar Management Solutions Pvt Ltd
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Description

Grow Your Business With CREST SFA


Enhance your field sales activities and supply chain by providing an extension to your Sales team with the leading cloud solution CREST SFA

Journey Plan , Sales targets & Achievements:

  • Application allows the Sales representative to plan their daily / weekly / monthly schedule detailing the outlets which they would be visiting. Respective managers have a provision to review the Journey plan and approve them.
  • Periodic Sales targets can be set and their performance can be measured against the targets at different time periods.
  • Various reports are made available for the Sales representatives, Area & Regional Sales Managers and for the Admin, which enables the management team to have a better control on the various KPI - Key Performance Indicators set for the individuals.

Order Booking through Mobile:

  • Simple and precise order booking process through smart phone.
  • Online and Offline order booking option ensures that the Sales team is not stranded for want of Internet connection.
  • Near real time data processing of data. Auto synchronization of data once the internet connections is established.
  • Flexible product search functionality, Viewing of complete Product information along with their images and price at the time of order booking.
  • Provision to Edit order and cancel the products.

Lead & Activity Management (DAR):

  • Capturing of Leads along with Images and their co-ordinates for effective tracking.
  • Approval process for Leads ensures that the right leads are being created by your sales team.
  • System automatically records the date and time stamp of order booking along with the booking coordinates enabling a better control on your sales force activities.
  • Sales representatives also have an option to capture their daily activities.

 

 

Product, Price & Order Synchronization:

  • Any new product created or any price change to the existing products in the CREST ERP are automatically synchronized to the smart phone and hence the Sales representative will have instant view of these changes.
  • Sales representatives are enabled to show the product information online to the outlets or to the new leads which enables in conversions.
  • If there is no internet connectivity then all the orders booked by the Sales representative is automatically synchronized back to the ERP and there is no need for any manual data entry.

Dashboards & Management Reports:

  • Intuitive and Crisp dashboards are available for the Sales representative and for the Managers.
  • These dashboards help the Sales representative in doing his/her own self appraisal to assess the performance.
  • Managers dashboard give a consolidated view on their teams performance and if needed the manager can analyze individual team member performance too.
  • Exception reports enable the managers to have better control on the sales representative about their actual visit to the outlet, the place where they have taken the order, their attendance etc.  

Features

CRM & Sales Reports
Contact Database
Contact Management
Content Scheduling
Customer DataBase
Customer Support
Customer Targeting
Customizable Dashboard
Field Sales Management
Food & Beverage Management
Invoice Management
Lead Notifications
Lead Notifications
Lead Segmentation
Marketing Management
Media Library
On-Demand (SaaS)
Order Tracking
Payment Processing
Performance Metrics
Pipeline Management
Real-time Chat
Recording Bookmarking
Sales Management
Sales Reports
Shipping Management
Special Order Management
CRM
Call Logging
Catalog Management
Channel Management
Contact Manager
Customer Management
Customer Segmentation
Customer Support Tracking
Dashboard
Calendar Management
Reporting/Analytics
Sales Dashboards & Reports
Sales pipeline management
Customer DataBase
Opportunity Management
Document Management
Mobile Sales
Performance Management
Product Management
Sales Performance Management
Task Management

Specifications

  • Software Accessible

    Cloud Based
    On Premises
    Hybrid
    Any
  • Run On Mobile Browser

    Yes
    No
  • Offers Free Trial

    Yes
    No
  • Payment Options

    Yearly
    Monthly
    Onetime
    Transaction
  • Lifetime Free Plan

    Yes
    No
  • APIs Available

    Yes
    No
  • Customization Possible

    Yes
    No
  • Available Support

    Email
    Phone
    Live Support
    Training
  • Desktop Platforms

    Web App
    Windows
    Macintosh
  • Mobile Platforms

    No
    No
  • Languages Available

    English
    Hindi

Screenshots

Video

Software Brochure

Company Details

Xmplar Management Solutions Pvt Ltd

Xmplar Management Solutions Pvt Ltd

https://xmplar.in/crest-sfa/ 2nd Floor, 760, 19th Main Rd, Garden Layout, Sector 2, HSR Layout, Bengaluru, Karnataka 560102, Bengaluru, Karnataka, India - 560102.

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FAQ's

No, CREST SFA does not offer a lifetime free plan for its users.

CRM & Sales Reports
Contact Database
Contact Management
Content Scheduling
Customer DataBase
Customer Support
Customer Targeting
Customizable Dashboard
Field Sales Management
Food & Beverage Management
Invoice Management
Lead Notifications
Lead Segmentation
Marketing Management
Media Library
On-Demand (SaaS)
Order Tracking
Payment Processing
Performance Metrics
Pipeline Management
Real-time Chat
Recording Bookmarking
Sales Management
Sales Reports
Shipping Management
Special Order Management
CRM
Call Logging
Catalog Management
Channel Management
Contact Manager
Customer Management
Customer Segmentation
Customer Support Tracking
Dashboard
Calendar Management
Reporting/Analytics
Sales Dashboards & Reports
Sales pipeline management
Customer DataBase
Opportunity Management
Document Management
Mobile Sales
Performance Management
Product Management
Sales Performance Management
Task Management

Yes, APIs are available in CREST SFA.

Yes, CREST SFA offers customization for its users.

Yes, CREST SFA runs on mobile browsers.

For support, you can contact CREST SFA through : Email,Phone,Live Support,Training

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Page Last Updated On 26 Nov 2020
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