CREST SFA

CREST SFA - the solution for managing sales journeys, targets, and achievements. With this powerful application, sales representatives can easily plan their daily, weekly, and monthly schedules, including the outlets they will be visiting. Their respective managers can review and approve their journey plans, ensuring a streamlined process. With CREST SFA, setting and tracking sales targets is a breeze. The app allows for periodic targets to be set and measured against performance at various time periods. Comprehensive reports are available for sales reps, area and regional managers, and administrators, providing better control over key performance indicators for individuals. This innovative software also offers a simple and efficient order booking process through mobile devices. The option for online or offline booking ensures that the sales team is never hindered by lack of internet connection. Data is processed in near real-time and automatically synchronized once an internet connection is established. The product search functionality is flexible, allowing for easy viewing of complete product information, including images and prices, at the time of order booking. Sales reps can also edit or cancel orders as needed. Lead and activity management is made easier with CREST SFA. Leads can be captured with images and coordinates for effective tracking, and an approval process ensures the right leads are being created by the sales team. The system records order booking details, including date, time stamp, and coordinates, for better control over sales force activities. Sales representatives can also capture their daily activities within the app. Synchronization of product, price, and order information is automatic and seamless with CREST SFA. Any new products or price changes in the CREST ERP will be reflected on the app for sales reps to have up-to-date information for their sales presentations. Orders booked offline will be synchronized back to the ERP once internet connectivity is established, eliminating the need for manual data entry. Our intuitive and crisp dashboards are available for both sales representatives and managers. These dashboards allow sales reps to self-appraise their performance, while managers can view a consolidated version of their team's performance and analyze individual team members as needed. Exception reports also provide managers with better control over sales reps, including information on visit frequency, order placement location, and attendance. Experience the power of CREST SFA - the complete solution for effective sales journey planning, management, and tracking.