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Average Ratings 63 Ratings

Total
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features
design
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

KPIs (Key Performance Indiators) are used to track and increase employee and team performance. OKRs (Objectives, Key Results) allow you to execute your strategies efficiently using OKRs (Objectives, and Key Results). Engage and Motivate with our Reward System, Weekly Check-Ins, Resource Hub, 360 Review, and 1-on-1s.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Sheets No 
Microsoft Teams No 
Slack No 
Zapier No 

Integrations

Google Sheets Yes 
Microsoft Teams Yes 
Slack Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$0 per user per month
Free Forever for 1 user (admin) incl. all features. 14 days trial for >1 user
>50 users: $3.33 per user per month (billed yearly), all features included, <50 users: $4.17 per user per month (billed yearly), $5 per user per month (billed monthly)
Free Trial Yes 
Free Version Yes 

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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours No 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Xmplar Management Solutions

Founded

2013

Country

India

Website

xmplar.in/crest-sfa/

Vendor Details

Company Name

Flowy

Founded

2019

Country

Malaysia

Website

www.flowyteam.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

360 Degree Feedback

Dashboard Yes 
Feedback / Surveys Yes 
Progress Tracking Yes 
Question Library No 
Rater Selection No 
Self Service Portal No 
Supports External Reviewers No 

Attendance Tracking

Absence Management Yes 
Calendar Management No 
Employee Scheduling Yes 
Employee Time Clock Yes 
FMLA Tracking No 
Overtime Tracking Yes 
Reporting/Analytics Yes 
Self Service Portal No 
Time Tracking Yes 
Timesheets Yes 
Vacation / Leave Tracking Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning Yes 

OKR

Benchmarking Yes 
Feedback Management Yes 
Goal Management Yes 
KPIs Yes 
Prioritization Yes 
Progress Tracking Yes 
Strategic Planning Yes 

Performance Management

360 Degree Feedback Yes 
Compensation Management No 
Custom Rating Scales No 
Customizable Templates No 
Individual Development Plans No 
On-going Performance Tracking No 
Peer Appraisals No 
Review Cycle Tracking Yes 
Self Service Portal No 
Self-Appraisals Yes 
Skills Assessments No 
Weighted Performance Measures Yes 

Remote Work

Collaboration Yes 
Credential Management No 
Electronic Signature No 
Employee Monitoring No 
Live Chat No 
Meeting Management No 
Project Management Yes 
Remote Access No 
Remote Support No 
Screen Sharing No 
Softphone No 
Task Management Yes 
Time Zone Tracking No 
Video Chat No 
Web Conferencing 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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