Name: CREST SFA
Author: Xmplar Managment Solution Pvt Ltd

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Development

Board Management

Business Intelligence (BI)

Collaboration

Facility Management

Operational Analytics

Privacy Policy Generators

Enterprise

Accounting

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Archiving

Build Automation

Cloud Cost Management

Cloud Storage

Data Collaboration

Data Mapping

Density-Optimized Servers

Email Encryption

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Robotic Process Automation (RPA)

Telecom Expense Management (TEM)

Web Scraping

Workload Automation

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Employee Advocacy

Local Marketing

Marketing Automation

Mobile Analytics

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales Engagement

Social Commerce

Sales

File Integrity Monitoring

Security

Camp Management

Chargeback Management

Dental

ID Card

Laboratory Information Management

Nonprofit CRM

Vertical-Specific

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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.

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Delta Sales App

CREST SFA

Sales Performance Management

Xmplar Managment Solution Pvt Ltd

Sales ICM

Features around incentive compensation management for sales

Sales compensation plan creation

Easy for Sales to create incentive compensation plans without IT assistance.

Complex sales crediting

Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

Sales compensation process automation

Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

Incentive auditing/regulation compliance

Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

Sales compensation dashboards & forecasting

Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

Incentive modeling

Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

Agile incentive strategy

Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

ICM mobile visibility

Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

Sales Gamification

Features related to gamifying sales operations.

Sales contest templates

Includes pre-designed sales competitions based on common sales goals and KPIs.

Custom sales contests

System administrators and/or players can design customized sales competitions, with different challenges, types of rewards, etc., depending on company culture, goals, and KPIs.

Team competitions

Enables contests involving groups of employees playing against one another, rather than one-on-one competitions or every rep for themselves (as with a leaderboard).

Multiple competitions

Allows for multiple competitions of different types to be going on simultaneously; this kind of complexity is especially important for enterprises.

Contest flexibility

Administrators can make adjustments to competition design, duration, etc. as needed, allowing sales managers to test and modify different competitive dynamics for agile improvement. Also helps keep contests aligned with current company goals.

Sales rep view

Sales reps have their own profiles/personal view of the platform to monitor performance, progress, and goals. May include mini-games or coaching; often mobile access is important.

Mobile game functionality

Users can view results or participate in games and contests on their mobile devices.

Game notifications & updates

Managers and players receive notifications about game developments, game/quota deadlines, and updated competitive rankings.

Social competition / Game collaboration

There is a social element to the competition; the gamification software allows users to post, like, share, and comment on each others’ wins and losses, or integrates to the company’s social/collaboration channel(s). May also allow non-salespeople to get involved.

Sales game integration to Salesforce

Pulls sales performance data and details from Salesforce CRM.

Sales performance reporting

Gamification software reports on individual and team sales results in an engaging, clear, and simple way.

TV streaming

Results of competitions, along with other motivational and competitive material, can be televised. This may be a matter of digitally displaying the sales performance report (static), or may be more like a news report/continuous content feed.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Revenue Forecasting

Pipeline Analytics

Provide the ability to rapidly visualize and identify pipeline changes.

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Sales Performance Management Software

CREST SFA

Overview

What is CREST SFA?