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a streamlined workflow for your team, effectively reducing any potential disruptions that could stem from using outdated information.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

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

Media

Media

Integrations Supported

DynaMaker
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Store
Salesforce

Integrations Supported

DynaMaker
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Store
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Experlogix

Date Founded

2002

Company Location

United States, Netherlands

Company Website

www.experlogix.com

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

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

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

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

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

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

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

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