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support

Description

The application for operational management in the field enables sales representatives to effectively organize their schedules on a daily, weekly, or monthly basis, specifying the various outlets they plan to visit. Additionally, managers have the ability to review and approve these journey plans. Sales targets can be established periodically, allowing performance to be assessed in relation to these goals over various timeframes. Your smartphone transcends its traditional role, transforming into a mobile sales office where you can generate leads, manage orders, evaluate your sales performance, and seize work opportunities no matter your location. Featuring a user-friendly interface, the application simplifies the design and automation of business processes. You can easily handle processes such as lead approvals and various activities through a versatile approval system. Our CREST ERP solution is specifically designed to assist trading and manufacturing industries in effectively managing their business operations, ensuring streamlined and efficient workflows. With such comprehensive tools at your disposal, optimizing productivity and enhancing performance becomes a seamless endeavor.

Description

This versatile B2B sales tool is designed with a client-focused approach and operates seamlessly across all mobile devices, such as smartphones and tablets, as well as web browsers. It empowers sales representatives by allowing them to effectively plan, recommend, organize, place instant orders, and monitor both personal and company objectives. By streamlining the order management process, it enhances efficiency from order approval and offer customization to various reporting and personalization features. This tool caters to both field sales representatives and those who manage orders from their desks. Additionally, its advanced sales-route planning, equipped with integrated GPS, functions like a personal assistant for field sales professionals. The intelligent algorithm provides real-time recommendations for the quickest driving routes and creates a monthly itinerary that includes visit frequency, duration, and sustainability of routes. Furthermore, sales managers gain comprehensive visibility over all field sales operations, ensuring they can track performance and optimize strategies effectively. This holistic approach ultimately fosters better collaboration and helps drive sales success across the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 No 
Oracle Fusion Cloud ERP No 
SAP ERP No 

Integrations

Microsoft Dynamics 365 Yes 
Oracle Fusion Cloud ERP Yes 
SAP ERP Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Xmplar Management Solutions

Founded

2013

Country

India

Website

xmplar.in/crest-sfa/

Vendor Details

Company Name

Intelisale

Founded

2015

Country

Malta

Website

intelisale.com

Product Features

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring No 
Call Recording Yes 
Gamification Yes 
Goal Setting / Tracking Yes 
Learning Plans No 
Onboarding No 
Performance Metrics No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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Alternatives

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