About CREST SFA
CREST SFA is a mobile and cloud-based sales force automation solution developed by Xmplar Management Solutions to help field sales teams operate more efficiently, particularly in fast-moving consumer goods, manufacturing, and distribution environments.
CREST SFA is a mobile and cloud-based sales force automation solution developed by Xmplar Management Solutions to help field sales teams operate more efficiently, particularly in fast-moving consumer goods, manufacturing, and distribution environments. Designed as an extension of CREST ERP, the platform turns a smartphone into a portable sales office, enabling field representatives to manage daily beat plans, capture orders, track inventory, and record sales activities in real time. The mobile application focuses on practical usability for sales representatives who are constantly on the move, offering a straightforward interface with large touchpoints and a navigation system centered on daily journey plans that guide users through scheduled outlet visits. One of the platform’s most valuable features is its offline sync capability, which allows sales agents to browse product catalogs and book orders even without internet connectivity, with all data automatically synchronizing once a connection becomes available. Location-aware tracking further strengthens operational accountability by ensuring that sales activities are recorded only when representatives are physically present at assigned retail locations.
Pros & Cons
- Functions completely offline, allowing seamless use in rural areas with little to no network signal.
- Integrates effortlessly with ERP systems, enabling smooth synchronization between sales orders and inventory management.
- GPS-stamped entries ensure accountability by preventing proxy attendance and missed visits to retail outlets.
- Achieving full value often requires using CREST ERP, which can limit adoption for other back-office users.
- Daily Beat Plan structure is rigid, restricting sales reps from adjusting routes without managerial approval.
- User interface can feel dense and cluttered, especially when displaying large amounts of product data.
Features
Key features
Enables sales representatives to book orders and access product data without an internet connection, synchronizing later.
Shares a unified database with CREST ERP to ensure enquiries and orders are booked directly into the core system.
Allows sales executives to follow pre-defined routes to ensure no retail outlets or assigned territories are missed.
Utilizes GPS coordinates and timestamps during lead capture and order booking to ensure field force accountability.
Empowers inside sales teams with intelligent reports and real-time lead status to enhance overall productivity.
Additional features
Allows sales reps to plan daily, weekly, and monthly schedules while providing managers with an approval workflow.
Sets periodic performance goals and provides measurement reports for sales teams and administrators.
Records new leads with integrated image capture and location tracking for verification.
Tracks the daily actions of sales representatives to provide visibility into field operations.
Provides a user-friendly interface for sales reps to process orders directly from their smartphones.
Saves orders locally on the device when offline and automatically uploads them to the ERP once reconnected.
Offers a searchable digital catalog containing detailed product information, images, and live pricing.
Gives users the option to edit or cancel orders on the mobile app before they are processed by the main system.
Ensures all devices are updated in real-time with the latest inventory and pricing data from the CREST ERP.
Generates visual data and KPIs to help sales managers make informed business decisions.
Monitors sales executive movements to ensure they stick to their specifically assigned sales territories.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to CREST SFA
bMobile Route
bMobile Route operates as an exceptional, highly practical platform within the Direct Store Delivery (DSD)…
Automated Group Benefits
Automated Group Benefits (AGB) is a powerhouse for General Agencies that need to manage high…
Salesforce
Salesforce is a CRM software platform from Salesforce that helps companies become Agentic Enterprises where…
.png){kind=small}
QVISITE
QVISITE is an Industrie 4.0 software platform from Bqube ITS that provides key solutions for…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
About CREST SFA
CREST SFA is a mobile and cloud-based sales force automation solution developed by Xmplar Management Solutions to help field sales teams operate more efficiently, particularly in fast-moving consumer goods, manufacturing, and distribution environments.
CREST SFA Details
CREST SFA's In-App Market Place
Does CREST SFA have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), INR (₹), CNY (¥), RUB (₽), MXN (Mex$), SGD (S$), HKD (HK$), KRW (₩), BRL (R$), TRY (₺)
Pros & Cons
- Functions completely offline, allowing seamless use in rural areas with little to no network signal.
- Integrates effortlessly with ERP systems, enabling smooth synchronization between sales orders and inventory management.
- GPS-stamped entries ensure accountability by preventing proxy attendance and missed visits to retail outlets.
- Achieving full value often requires using CREST ERP, which can limit adoption for other back-office users.
- Daily Beat Plan structure is rigid, restricting sales reps from adjusting routes without managerial approval.
- User interface can feel dense and cluttered, especially when displaying large amounts of product data.
CREST SFA's Support Options
CREST SFA's Alternatives
bMobile Route
bMobile Route operates as an exceptional, highly practical platform within the Direct Store Delivery (DSD)…
Automated Group Benefits
Automated Group Benefits (AGB) is a powerhouse for General Agencies that need to manage high…
Salesforce
Salesforce is a CRM software platform from Salesforce that helps companies become Agentic Enterprises where…
QVISITE
QVISITE is an Industrie 4.0 software platform from Bqube ITS that provides key solutions for…
.png&w=96&q=75){kind=small}