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What is CREST SFA?

The operational management application empowers sales representatives to proficiently structure their daily, weekly, or monthly agendas, detailing the specific outlets they intend to visit. Furthermore, it allows managers to review and authorize these planned journeys. Periodic sales targets can be set, enabling the evaluation of performance against these benchmarks over different periods. Your smartphone evolves beyond its ordinary functions, becoming a mobile sales hub where you can generate leads, oversee orders, assess your sales performance, and capitalize on job opportunities from any location. With a user-friendly interface, the application makes it easy to design and automate various business processes. It facilitates the management of tasks such as lead approvals and other activities through a flexible approval system. Our CREST ERP solution is tailored for trading and manufacturing sectors, aiding in the effective management of business operations to ensure smooth and efficient workflows. With such a wide array of tools available, enhancing productivity and improving performance is not just achievable but effortless, making it an invaluable resource for any sales team. Ultimately, this integration of technology into daily operations can lead to significant growth and success in competitive markets.

What is Botree SFA?

Botree SFA is a powerful sales force automation platform designed to enhance field sales productivity and improve overall sales efficiency. The software combines route optimization, order booking, and real-time sales analytics to help sales teams cover more ground and maximize market coverage. With features like gamification, sales reps are incentivized to meet their KPIs, while AI-driven tools like the product recommender help increase the average order size by suggesting the most suitable products for each outlet based on its preferences and behavior. The platform also offers merchandising tools to improve retail execution, ensuring planogram adherence and accurate reporting on displays and product visibility. Furthermore, with smart analytics and interactive dashboards, Botree SFA provides sales teams with granular insights into sales performance, stock levels, and market trends, allowing them to adjust strategies in real time. The platform also supports seamless integration with existing tech stacks and offers hassle-free implementation, ensuring a smooth transition for any organization looking to boost sales efficiency.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xmplar Management Solutions

Date Founded

2013

Company Location

India

Company Website

xmplar.in/crest-sfa/

Company Facts

Organization Name

Botree Software

Date Founded

1997

Company Location

India

Company Website

botreesoftware.com

Categories and Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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Companion

Mavens I Softech Solutions