Sales Rep's Assistant (SRA)
About Sales Rep's Assistant (SRA)
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Sales Rep’s Assistant (SRA) by Yosemite Software Solutions is a specialized CPQ software crafted with precision for the forklift industry, serving both manufacturers and dealers. Designed to simplify and automate the quoting and ordering process for complex equipment, SRA addresses a niche yet critical market need by reducing quoting time, improving data accuracy, and boosting sales productivity. With over 12 years of dedicated service to the forklift sector, SRA has evolved to meet the specific demands of this industry. Its automated manufacturer pricing and data update feature stands out as a practical tool, ensuring that sales teams always operate with the latest pricing and configuration details without the need for manual updates. This not only streamlines administrative tasks but also mitigates the risk of quoting errors that can lead to customer dissatisfaction or financial discrepancies. Another major advantage of SRA is its intuitive compatibility checking, which serves as a smart gatekeeper against invalid product configurations. For equipment as customizable and complex as forklifts, this feature reduces the margin for error by guiding users through valid selections based on manufacturer constraints.
Pros & Cons
- Seamless integration with Dynamics 365, enhancing workflow efficiency.
- Sales team maintains existing quoting process without disruptions.
- Management gains access to reports and can review sales activity.
- Initial integration challenges lasted for several months post-implementation.
- SharePoint and OneDrive issues led to missing information from SRA to CRM.
- Internal installations are not possible, requiring external support for setup and customization.
Features
Key features
Automatically updates pricing and model data from manufacturers to ensure accuracy and efficiency.
Verifies the compatibility of selected equipment options based on manufacturer's specifications.
Offers customization options for proposals, pricing tables (freight, prep, discounts, etc.), finance/lease plans, and warranties.
Streamlines the quoting and order process to save time for the sales team.
Allows sales teams to spend less time on administrative tasks and more on customer engagement.
Manages various product lines relevant to the forklift industry.
Facilitates the creation of customer proposals.
Additional features
Automatically updates pricing and model data from manufacturers to ensure accuracy and efficiency.
Verifies the compatibility of selected equipment options based on manufacturer's specifications.
Offers customization options for proposals, pricing tables (freight, prep, discounts, etc.), finance/lease plans, and warranties.
Streamlines the quoting and order process to save time for the sales team.
Allows sales teams to spend less time on administrative tasks and more on customer engagement.
Manages various product lines relevant to the forklift industry.
Facilitates the creation of customer proposals.
Includes tables for managing freight charges.
Includes tables for managing dealer preparation expenses.
Provides tools for applying and managing discounts.
Assists in calculating profit margins and markups.
Allows for the inclusion of dealer-specific additions or services in quotes.
Handles the inclusion and pricing of equipment attachments.
Supports the inclusion of related or complementary products.
Enables the creation and management of financing options.
Supports the creation and management of leasing options.
Handles the inclusion and details of warranties.
Supports the inclusion and details of maintenance plans.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Sales Rep's Assistant (SRA)
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Sales Rep's Assistant (SRA) Details
Sales Rep's Assistant (SRA)'s In-App Market Place
Does Sales Rep's Assistant (SRA) have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (Fr), CNY (¥), SEK (kr), NZD ($), KRW (₩), RUB (₽), MXN ($)
Pros & Cons
- Seamless integration with Dynamics 365, enhancing workflow efficiency.
- Sales team maintains existing quoting process without disruptions.
- Management gains access to reports and can review sales activity.
- Initial integration challenges lasted for several months post-implementation.
- SharePoint and OneDrive issues led to missing information from SRA to CRM.
- Internal installations are not possible, requiring external support for setup and customization.
Sales Rep's Assistant (SRA)'s Support Options
Email Address
sales@yosemitesoftware.comContact
877-248-1771Sales Rep's Assistant (SRA)'s Alternatives
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