CREST SFA - Modules
Journey Plan & Sales Targets
- Fields operation management system 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. This field sales force management system helps you to maintain it all.
Why CREST SFA
Your Smartphone is no longer just a Smartphone. It’s going to be your portable sales office. You can create your lead and track them to closure, log your Orders, check your sales performance and stay in pace with the work opportunities anywhere you are.
Workflow and Approvals
With simple and easy to use GUI, designing and automating your business processes have never been easier. Manage your business processes such as Lead approval, Activities, and much more through the flexible approval system. For Trading, Manufacturing industries, our CREST ERP will help in managing business operations.
Inside Sales Console
Deliver your inside sales team with the perfect booster they need. Your sales team can now access intelligent reports on various sales dimensions, status of multiple leads from a single screen, building a smarter and faster workforce.
CREST Sales Force Automation System is absolutely a necessity for any business whose backbone is sales and customer relationship management. SFA software can cut down wasted work hours while improving productivity multiple folds. If you need your business to stay in the game against heavy competition, CREST SFA is the answer.
Reports and Dashboards
Access your dashboards from anywhere and anytime to get real-time reports of your businesses via intuitive interface and graphics.
Track the coordinates from where the Order was booked by the Sales representative and have an effective control on their productivity.