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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 SwiftCRM?

CRM Solutions Tailored for Small Enterprises. Comprehensive tools for managing customer relationships, support, and sales are essential. With your busy schedule, the last thing you need is another application to manage. SwiftCRM offers an innovative solution that surpasses conventional CRMs. It empowers you to automate tasks and communicate via emails, calls, and even postal mail all within the platform, eliminating the need for tedious copy-pasting. Additionally, SwiftCRM features the industry's most adaptable sales dashboard, ensuring that you and your team can work comfortably with customized language, statuses, labels, and deal flows that align seamlessly with your existing processes. In essence, software should cater to human needs, ensuring a smooth and efficient user experience. By choosing SwiftCRM, you'll minimize distractions and maximize productivity.

Media

Media

Integrations Supported

Zapier
Acumatica Cloud ERP
Epicor Kinetic
Fishbowl
HubSpot CRM
HubSpot Customer Platform
Infor CRM
Infor CloudSuite Business
Infor CloudSuite ERP
Infor M3
Microsoft Dynamics GP
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
Salesforce

Integrations Supported

Zapier
Facebook
Google Analytics
Make
SwiftCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$75/user/month
Minimum 5 users

Pricing Information

$19.00/month/user
Varies by plan; separate lower pricing for waivers and petitions; highly flexible system. Free done-for-you setup offer.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
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

SwiftCloud

Date Founded

2015

Company Location

United States

Company Website

www.swiftcrm.com

Categories and Features

Commission

Not specified

CPQ

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

CRM

Not specified

Inside Sales

Not specified

Product Configurator

2D Drawing
Analysis & Constraints
Custom Pricing Options
eCommerce

Proposal Management

Not specified

Quoting

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

Sales

Not specified

Sales Enablement

Not specified

Sales Forecasting

Not specified

Categories and Features

CPQ

2D Drawing
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

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

Real Estate CRM

Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation

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