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What is eRep?

eRep CPQ (Configure Price Quote) software enables manufacturers and distributors to streamline intricate quote-to-order workflows through a contemporary cloud-based platform. With eRep, sales teams can generate precise quotes swiftly and enhance their selling strategies, ultimately driving growth by expediting the onboarding process for sales representatives, improving customer interactions, and providing better business insights. Functioning as a standalone connector between your ERP and CRM systems, eRep is versatile and doesn’t require a specific ERP or CRM to utilize its CPQ features effectively. This tool supports the management of your sales pipeline through guided selling techniques and facilitates multi-channel sales, making it beneficial for independent representatives who assist in onboarding new team members more efficiently. Beyond conventional CPQ functionalities, eRep also offers selection software and the capability to generate product-specific documents, including technical drawings, which makes it particularly advantageous for manufacturers looking to optimize their sales processes. In addition, eRep's advanced features empower businesses to adapt to changing market demands with agility and precision.

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

Epicor Kinetic
Salesforce
Acumatica Cloud ERP
Constant Contact Lead Gen & CRM
Creo
Fishbowl
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Infor CRM
Infor CloudSuite Business
Infor CloudSuite ERP
Infor M3
JD Edwards EnterpriseOne
Oracle Fusion Cloud ERP
Propel
QuickBooks Online
SOLIDWORKS
Salesforce Agentforce Commerce
Zapier

Integrations Supported

Epicor Kinetic
Salesforce
Acumatica Cloud ERP
Constant Contact Lead Gen & CRM
Creo
Fishbowl
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Infor CRM
Infor CloudSuite Business
Infor CloudSuite ERP
Infor M3
JD Edwards EnterpriseOne
Oracle Fusion Cloud ERP
Propel
QuickBooks Online
SOLIDWORKS
Salesforce Agentforce Commerce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$75/user/month
Free Trial Offered?
Free Version

Pricing Information

$100.00/month/user
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

Revalize

Date Founded

1997

Company Location

United States

Company Website

erepcpq.com/lp/sf/cpq/

Company Facts

Organization Name

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.kbmax.com

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

CPQ

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

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 Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training 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

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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

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

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