Supported Operating System(s):Web browser (OS agnostic)
About CREST SFA
CREST SFA is a sales force automation software designed to help businesses manage sales orders, captured leads and agents' activities on a centralized platform. It provides a dashboard, which enables administrators to monitor the performance of team members and generate real-time exception reports.
Managers can use CREST SFA to capture leads' information, automatically record the date and time stamps of order bookings and configure workflows to streamline lead approval processes. It allows sales executives to access products' information, such as images or prices, from the database during online/offline bookings. Additionally, agents can plan daily, weekly or monthly visiting schedules and managers can approve their journey maps before approval.
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