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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
Sales organizations worldwide realize significant benefits by leveraging Goalplan's Platform Solution. Experience the enhancement of your organization's performance through real-time insights and analytics. Goalplan effectively transforms your business data and KPIs into visual representations. This allows for comprehensive tracking of various data types and delivers the critical insights needed to elevate performance levels. By digitizing management processes, you can enhance company performance, set and share goals, manage sales budgets, and facilitate coaching and communication with your teams. Additionally, it helps in delegating essential tasks efficiently. Engagement levels rise as you share campaigns, disseminate information, and organize sales competitions, enabling your entire workforce to learn, develop, and stay well-informed. The implementation of Goalplan among our frontliners and sales management teams has proven to be transformative. We have experienced increased speed and control, which in turn boosts our productivity and frees up valuable time that can be redirected towards our sales efforts. Ultimately, this shift allows us not only to work smarter but also to focus on what truly matters—achieving our sales targets.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Xmplar Management Solutions
Founded
2013
Country
India
Website
xmplar.in/crest-sfa/
Vendor Details
Company Name
Goalplan
Founded
2016
Country
Sweden
Website
www.goalplan.com
Product 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
Product Features
Employee Engagement
Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys
Sales Coaching
Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training 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