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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

One of the key advantages of this feature is that your organization will consistently access the latest pricing information, models, and options from manufacturers within the program. Thanks to our strong partnerships with manufacturers, we can efficiently implement automated updates for price books and manufacturer data, eliminating any uncertainty about whether you’re generating quotes and orders based on accurate information and pricing. These updates are regularly integrated into the software, and often, they are available on the same day as the manufacturer’s release. Moreover, SRA ensures that any software improvements and changes are automatically updated, allowing you to benefit from the latest version and features available. Beyond just manufacturer and software updates, SRA also provides the capability to remotely distribute and refresh dealer data and media for all users within your organization, enhancing overall functionality and user experience. This ensures that your team's workflow remains seamless and efficient, minimizing disruptions that could arise from outdated information.

Description

Steve the Clerk serves as a CPQ software solution that streamlines the information flow within your organization. This innovative tool empowers your sales team to seamlessly generate precise and impeccable quotes, orders, and various documents related to your tailored products and services. With Steve, your sales personnel can swiftly produce detailed and accurate quotes alongside other essential documents. It is important to note that these documents can be created for both internal purposes and client-facing needs. Consequently, the Steve the Clerk CPQ software facilitates an effective and effortless information exchange. Many businesses claim to prioritize customer satisfaction; however, their internal processes often contradict this assertion. By alleviating the burden of quote preparation, order finalization, and information verification from your sales staff, Steve the Clerk allows them to dedicate more time to engaging with customers. This shift not only enhances sales performance but also cultivates happier and more loyal clientele, ultimately driving the success of your business. Additionally, by investing in such technology, companies can align their operations with their customer-centric missions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Yosemite Software Solutions

Founded

1994

Country

United States

Website

yosemitesoftware.com

Vendor Details

Company Name

Steve the Clerk

Founded

2017

Country

Finland

Website

stevetheclerk.com

Product Features

CPQ

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

Product 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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