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.
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.
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).
- Improved sales tracking and performance evaluation.
- Enhanced visibility for managers to oversee sales activities.
- Data-driven decision-making through KPI reports.
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.
- Effective lead tracking and management.
- Ensures accuracy and legitimacy of sales activities.
- Better visibility of salesforce operations.
3
Order Booking through Mobile:
A seamless and efficient order booking process that functions both online and offline, ensuring smooth sales operations.
- Faster order processing and increased efficiency.
- Reduced dependency on internet availability.
- Better customer experience with instant product access.
4
Product, Price & Order Synchronization:
Real-time synchronization ensures sales reps always have the latest product details, pricing, and order updates on their devices.
- Instant access to updated product and pricing information.
- Increased lead conversion with accurate details.
- Eliminates manual data entry, reducing errors.
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.
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.
Case Studies
Most businesses in Discrete (non-continuous) Manufacturing, and Trading & Distribution can use CREST ERP out of the box, with hardly any customization. However, we have custom solutions for select industry verticals, that you may find interesting
