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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a streamlined workflow for your team, effectively reducing any potential disruptions that could stem from using outdated information.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 Epicor CPQ?

Epicor CPQ, previously known as KBMax, is transforming the CPQ landscape for manufacturers around the globe. Our advanced product configurator adeptly manages intricate business rules, visual representations, pricing strategies, CAD automation, web integration, and real-time pricing adjustments. This innovative solution enhances the purchasing experience, accelerates sales cycles, and streamlines manufacturing procedures. What sets us apart is our ability to: - Facilitate quicker sales of complex products while simplifying the purchasing process. - Utilize a visual, no-code interface that makes the configuration and maintenance of complicated business rules straightforward. - Automate workflows, CAD drawings, and documentation to boost precision and efficiency. - Eliminate intermediaries, allowing end customers to purchase directly from manufacturers instead of relying on sales representatives. Our product configurators can be seamlessly integrated into any website. - Enable B2B2C transactions, empowering distributors and partners to sell directly to consumers, further expanding market reach. This approach not only benefits manufacturers but also enhances customer satisfaction.

Media

Media

Integrations Supported

Integrations Supported

Creo
Epicor Kinetic
Inventor
Propel
SOLIDWORKS
Salesforce
Salesforce Agentforce Commerce
Salesforce CPQ

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$100.00/month/user
$100 per user/month
Add-Ons & Extensions - Price upon request
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online 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

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.kbmax.com

Categories and Features

CPQ

Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates

Categories and Features

CPQ

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

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Visual Configuration

Not specified

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