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Overview

About CREST SFA

Transform your filed sales with our CREST Sales Force Automation Application and have complete control of your sales operations to drive better results and faster growth.

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CREST SFA Screenshots (6)

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CREST SFA Video

CREST SFA Awards

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4 Awards Till Date
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CREST SFA Pricing

CREST SFA Features

  • Performance Management
  • Task Management
  • Territory Management
  • Sales Forecasting
  • Lead Management
  • Customer DataBase
  • Field Sales Management
  • Sales Performance Management
  • Activity Management
  • Product Management
  • Orders and Invoices
  • Mobile Sales

Specifications

  • Deployment:

    Cloud Based

  • Payment:

    Monthly

  • check_circle Api
  • check_circle Customization
  • check_circle Mobile Support

Desktop Platforms

  • check_circle Web App
  • cancel Windows
  • cancel Mac

Mobile Platforms

  • cancel iOS
  • cancel Android

Language Support

  • check_circle English

CREST SFA Users

Business

  • cancel Freelancers
  • check_circle StartUps
  • check_circle SMEs
  • check_circle Agencies
  • check_circle Enterprises

Available Support

  • check_circle Email
  • check_circle Phone
  • check_circle Live Support
  • check_circle Training
  • check_circle Tickets

Company Details

  • Company Name :

    Xmplar Management Solutions Private Limited

  • Website :

    Visit Website

  • Headquarter :

    Bangalore

  • Full Address :

    Xmplar Management Solutions #760, 2nd Floor, 19th Main, HSR Layout, Sector II, Bangalore 560102 India

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CREST SFA Description

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 analyse 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.

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Overall Reviews

Overall Rating

5.0 /5

Write a Review

Feature

5

Ease of use

5

Value for money

5

Customer support

5

Likelihood to recommend

Ask a question

CREST SFA Reviews (2)

Sayeed Uzzma

Overall rating
Features
Ease of use
Value for money
Customer support

BEST FIELD SALES APP FOR SALES TEAM

Oct 28, 2020

CREST SFA is one of the best and easy to use field sales app for your sales team to grow exponentially and track real time data. Very useful sales app.

Pros

CREST SFA is one of the best and easy to use field sales app for your sales team to grow exponentially and track real time data. Very useful sales app.

Cons

None

Do you think CREST SFA delivers value for the money spent?

Yes

Are you satisfied with CREST SFA features?

Yes

Did implimentation of CREST SFA was easy?

Yes

Any missing feature?

No

How would you rate Mobile app of CREST SFA?

Android 10/10

How CREST SFA is better/different from its competitors?

CREST SFA is one of the best and easy to use field sales app for your sales team to grow exponentially and track real time data. Very useful sales app.

How would you rate after sales service/customer support of CREST SFA?

10/10

Narayanan

Overall rating
Features
Ease of use
Value for money
Customer support

Best in class

Sep 07, 2020

Reducing day by day work in an easier way. Helps user to review their report perfect and accurate. Data upload in the system is faster in online and offline mode. Incredible support and service. 100% worth investing time and effort.

Pros

Easy Access of Application, Configuration of Masters and downloading report very fastly.

Cons

As per the market standards, we could find it more than enough. Hope the updates are all automatically done by the CREST SFA.

Do you think CREST SFA delivers value for the money spent?

Yes

Are you satisfied with CREST SFA features?

Yes

Did implimentation of CREST SFA was easy?

Yes

Any missing feature?

Of course, No software has 100% features. When technology develops our requirement also increases. In this case, CREST is always supported in customization and development.

How would you rate Mobile app of CREST SFA?

Android 10/10

What other products like CREST SFA have you used or evaluated?

We used one software earlier and it cannot be revealed and evaluated 3 other vendors in the current market. Finally, we found and selected CREST is Good in the Market.

How CREST SFA is better/different from its competitors?

Support and customization. Awesome Support, without support no software cannot drive and fulfill the customer requirement.

How would you rate after sales service/customer support of CREST SFA?

10/10

CREST SFA FAQs

What are the main features of CREST SFA ?

keyboard_arrow_down

The key features of CREST SFA are as follows:

labelTask Management

labelSales Forecasting

labelCustomer DataBase

labelSales Performance Management

labelProduct Management

labelMobile Sales

How much does CREST SFA cost?

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Cost not specified.
Free trial : No

Who are the typical users of CREST SFA?

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CREST SFA has the following typical customers: Startups, SMEs, Agencies, Enterprises

Which mobile platforms does CREST SFA support?

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Note : We are updating soon

Which operating system does CREST SFA support?

keyboard_arrow_down

CREST SFA supports the following operation system : Web App

What payment method does CREST SFA support?

keyboard_arrow_down

CREST SFA supports the following payment methods : Monthly

What is the deployment type?

keyboard_arrow_down

CREST SFA has Cloud Based deployment.

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