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What is Steve the Clerk?

Steve the Clerk functions as a CPQ software solution that optimizes the flow of information throughout your organization. This cutting-edge tool enables your sales team to effortlessly create accurate and flawless quotes, orders, and a variety of documents related to your customized products and services. With Steve, sales personnel are equipped to quickly generate comprehensive and precise quotes along with other crucial documents. Furthermore, these documents can be tailored for both internal use and for clients. As a result, the Steve the Clerk CPQ software promotes smooth and efficient communication of information. While many companies profess to prioritize customer satisfaction, their internal workflows often tell a different story. By relieving your sales staff of the complexities involved in quote preparation, order completion, and information validation, Steve the Clerk allows them to focus more on customer interactions. This transition not only boosts sales performance but also fosters a more satisfied and loyal customer base, which is vital for the prosperity of your business. Moreover, investing in this technology enables organizations to better align their practices with their customer-focused objectives, thereby enhancing overall operational efficiency. Ultimately, the integration of Steve the Clerk can lead to a more harmonious relationship between a business's operations and its commitment to customer service.

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.

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 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

Steve the Clerk

Date Founded

2017

Company Location

Finland

Company Website

stevetheclerk.com

Company Facts

Organization Name

Yosemite Software Solutions

Date Founded

1994

Company Location

United States

Company Website

yosemitesoftware.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

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