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Sales Rep's Assistant (SRA)

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Software Status:Active

About Sales Rep's Assistant (SRA)

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Sales Rep's Assistant (SRA) Details

Vendor
Yosemite Software Solutions
Year Launched
1994
Location
Mariposa, California
Deployment
cloud
Training Options
videos
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese
Users
Forklift sales representatives, Dealership managers, Sales coordinators, Pricing analysts, Equipment configuration specialists, Operations managers
Industries Served
Forklift manufacturing, Forklift dealerships, Material handling equipment sales, Industrial equipment distribution
Tags
CPQ, sales, assistant, Yosemite

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

Free trial
Free version
Request a quote
Promo Offer

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

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