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CREST SFA

Connected Teams Coordination Offline sync mode

Streamline Outdoor Sales operations, and maximize productivity, with CREST
SFA mobile app. Integrated with CREST ERP, and shares the same database.

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field sales application

What is CREST SFA?

CREST SFA is a powerful cloud-based Sales Force Automation solution designed to streamline outdoor sales operations and maximize productivity. It helps sales teams stay connected, manage customer interactions efficiently, and automate key processes like order management, stock tracking, and reporting. With offline sync capabilities and real-time updates, CREST SFA ensures seamless sales execution anytime, anywhere.

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Why CREST SFA?

Go Mobile

Turn the smartphone into a portable sales office for lead generation, order management, and sales tracking. Integrated with CREST ERP, where enquiries and orders are booked.

Daily Journey Plan

Sales Executives can refer the Daily Beat Plan and ensure that they do not miss out any retail outlet.

More Autonomy For Salesmen

Empower your inside sales team with intelligent reports, real-time lead status, and enhanced productivity tools.

The Bottom-Line

Dramatically improves the visibility of field salesmen activities to their team leads and managers. Cover more outlets in a day, boost business

Reports And Dashboards

Sales Managers make better decisions, when they have the right information at the right moment.

Location-aware

Make sure that Sales Executives stick to their assigned sales territories

Features

CREST SFA offers a range of powerful features designed to optimize field sales operations, improve efficiency, and enhance customer engagement.

1

Journey Plan, Sales Targets & Achievements::

Sales representatives can efficiently plan their daily, weekly, and monthly schedules, specifying the outlets they will visit. Managers have the ability to review and approve these plans. Sales targets can be set and measured periodically, with various reports available for sales teams and management to monitor key performance indicators (KPIs).

Sales reps can plan and submit their journey schedules.
Managers can review and approve journey plans.
Sales targets can be assigned and tracked over different time periods.
Multiple reports provide insights for sales reps, area managers, and administrators.
  • Improved sales tracking and performance evaluation.
  • Enhanced visibility for managers to oversee sales activities.
  • Data-driven decision-making through KPI reports.
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2

Lead & Activity Management (DAR):

Efficiently capture and manage leads with real-time tracking and approvals. The system records order booking timestamps and coordinates for enhanced salesforce control.

Lead capture with image and location tracking.
Approval process to ensure quality lead generation.
Automatic order booking timestamp and location capture.
Daily activity logging for sales reps.
  • Effective lead tracking and management.
  • Ensures accuracy and legitimacy of sales activities.
  • Better visibility of salesforce operations.
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3

Order Booking through Mobile:

A seamless and efficient order booking process that functions both online and offline, ensuring smooth sales operations.

Mobile-friendly order booking interface.
Real-time data synchronization when the internet is available.
Product search with detailed information, images, and pricing.
Option to edit or cancel orders before processing.
  • Faster order processing and increased efficiency.
  • Reduced dependency on internet availability.
  • Better customer experience with instant product access.
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4

Product, Price & Order Synchronization:

Real-time synchronization ensures sales reps always have the latest product details, pricing, and order updates on their devices.

Auto-sync product updates and price changes from CREST ERP.
Sales reps can showcase live product details to customers.
Offline order saving with automatic ERP synchronization upon reconnection.
  • Instant access to updated product and pricing information.
  • Increased lead conversion with accurate details.
  • Eliminates manual data entry, reducing errors.
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Perfect Industries for CREST SFA

Manufacturing

CREST SFA empowers manufacturers by streamlining sales operations, optimizing distribution networks, and improving sales team efficiency. Whether you produce chemicals, stationery, kids’ products, or home essentials, managing sales and field operations becomes seamless.

  • ✔ Real-time field sales tracking for better decision-making.
  • ✔ Automated order management to reduce manual errors.
  • ✔ Improved distributor collaboration and demand forecasting.
  • ✔ Efficient payment tracking and collection management.
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FMCG & Consumer Goods

For businesses in food, personal care, and pet products, CREST SFA ensures better market coverage, faster order processing, and optimized salesforce productivity.

  • ✔ Simplified field sales operations with automated order capturing.
  • ✔ Optimized sales routes to reduce costs and improve efficiency.
  • ✔ Real-time stock and sales insights for faster decision-making.
  • ✔ Distributor and retailer management for streamlined supply chains.
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Xmplar Management Solutions

  • #760, 2nd floor, 19th Main Rd, Garden Layout, Sector 2, HSR Layout, Bengaluru, Karnataka – 560 102.

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