TrustRadius: an HG Insights company

What is CREST SFA?

CREST SFA is a sales force automation application designed to help businesses manage their sales activities effectively. The software provides the tools for sales representatives to plan and schedule their visits with customers, allowing managers to review and approve these plans as needed. Users can also set individual and team targets which are tracked by CREST SFA at specific time periods enabling management teams a better understanding of KPI performance.

With online and offline options available on mobile devices, users can easily book orders that are recorded with date and time stamps along with booking coordinates. The product synchronization feature allows up-to-date views of any new products or price changes in the CREST ERP system. Sales representatives can quickly show product information online while visiting outlets to target conversions faster.

Managers have visibility over various reports within the software such as user attendance records, actual visitations made by reps and other important key metrics through an array of intuitive dashboards all aimed towards optimal control over team performance metrics.

Categories & Use Cases

Screenshots

Screenshot of Team Member Screen
Screenshot of Sales Order Screen
Screenshot of Capture Order
Screenshot of Dashboards
Screenshot of CREST SFA Mobile Login Screen
Screenshot of CREST SFA Leads Screen
Screenshot of ERP Screen
Screenshot of CREST SFA DAR Screen
Screenshot of CREST SFA Create Leads screen

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Screenshot of Team Member Screen

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationAndroid, Mobile Web
Supported CountriesAll Over the World
Supported LanguagesEnglish