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What is Sales Rep's Assistant (SRA)?

A significant benefit of this feature is that your organization will always have access to the most current pricing information, models, and options from manufacturers participating in the program. With our robust relationships with manufacturers, we can effectively carry out automated updates for price books and manufacturer data, removing any doubt regarding the accuracy of the quotes and orders you generate. These updates are seamlessly integrated into the software and are frequently available on the same day they are released by the manufacturers. Additionally, SRA guarantees that any enhancements or modifications to the software are automatically applied, ensuring you have access to the most up-to-date version and features. Beyond providing updates for manufacturers and software, SRA also enables the remote distribution and refreshing of dealer data and media to all users within your organization, which significantly enhances overall functionality and user experience. This capability is vital for maintaining a streamlined workflow for your team, effectively reducing any potential disruptions that could stem from using outdated information. Furthermore, this comprehensive approach not only supports efficient operations but also fosters a more agile response to market changes and ensures your organization remains competitive.

What is AccuQuote Direct?

AccuQuote has been thoughtfully crafted for HVAC manufacturers’ representatives to streamline the process of generating accurate and professional quotes. This innovation enables your team to focus more on client interactions rather than spending excessive time on quote generation. If your company is still using spreadsheets for this task, you may be encountering issues with data inaccuracies. Research from the International Conference on System Sciences indicates that a staggering 76% of spreadsheets are prone to errors, underscoring the potential pitfalls of this approach. AccuQuote simplifies the quoting process by automating the calculations for pricing, margins, markups, and freight costs. Transitioning from the errors associated with spreadsheets and manual methods allows your sales team to take advantage of a centralized database that contains templates, ensuring consistency and efficiency in quote management. By utilizing a single template to update specifications, costs, and markups, every member of your sales team can access the latest information for their quotes instantly, which not only boosts productivity but also encourages a collaborative atmosphere among your sales representatives. This modern approach ultimately leads to improved accuracy and a more effective quoting process.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$50 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Yosemite Software Solutions

Date Founded

1994

Company Location

United States

Company Website

yosemitesoftware.com

Company Facts

Organization Name

AccuQuote

Date Founded

2016

Company Location

United States

Company Website

accuquote.direct/

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Categories and Features

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

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