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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 force tracker to eliminate friction at each step. A powerful sales force tracker that helps you close more deals, improve your relationships, and manage clients efficiently -- all in one field force management software.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

URVA Comply No 
URVA Connect No 
URVA Service No 

Integrations

URVA Comply Yes 
URVA Connect Yes 
URVA Service Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$8
Addons enable you to add more features to enhance your account
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

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

Customer Support

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

Vendor Details

Company Name

Xmplar Management Solutions

Founded

2013

Country

India

Website

xmplar.in/crest-sfa/

Vendor Details

Company Name

URVA

Founded

2015

Country

India

Website

urva.co/sales/sales-force-tracker/

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

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management Yes 
Online Payments Yes 
Order Management Yes 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management No 

Sales Force Automation

Call Management Yes 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management No 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management Yes 

Workforce Management

Budgeting & Forecasting No 
Contractor Management No 
Employee Lifecycle Management No 
Labor Projection No 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking No 
Time & Attendance Yes 
Variable Workforce No 

Alternatives

Alternatives

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