Crest SFA

Journey Plan & Sales Targets

  •  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

  • 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.
  • Powerful reporting, alerts and controls.
  • 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 and Activity Management

  • 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.

Data 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 analyze 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.