Sales Rep's Assistant (SRA) 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 This ensures that your team's workflow remains seamless and efficient, minimizing disruptions that could arise from outdated information.
Sales Rep's Assistant (SRA) Alternatives
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Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more.
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With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.
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Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget.
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servicePath CPQ
QUOTE SMARTER. FASTER AND MORE PROFITABLY
One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake.
servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.
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Threekit
Threekit is an AI sales agent designed for enterprise manufacturers selling complex, configurable products. The platform is trained on a manufacturer's own catalog, business rules, and pricing data, enabling dealers, end customers, and sales reps to move from a complex catalog to a configured product and qualified next step.
The platform includes two core products. The Sales Agent for CPQ accepts voice memos, photos, specs, RFPs, and natural language to generate valid configured proposals with budgetary pricing. The Web Leads Agent engages inbound website visitors, qualifies buyer intent, and routes high-intent traffic to self-serve quoting, a dealer, or a sales rep.
Threekit integrates with Salesforce CPQ, Oracle CPQ, Infor, Configure One, SAP, Shopify, B2B commerce platforms, ERP systems, PIM, CMS, DAM, and CRM systems. It runs alongside existing infrastructure without requiring migration and deploys in 90 days.
Key capabilities include AI-powered guided product configuration, rule-based validation ensuring only valid builds are produced, real-time pricing against price books and margin rules, photorealistic 3D and augmented reality product rendering, and shared collaboration deal rooms for real-time customer and seller interaction.
All AI recommendations are governed with no hallucinations, no competitor mentions, and no cross-customer data sharing. The platform includes a full admin, moderation, and analytics dashboard. Threekit is ISO 27001 certified and is available as a standalone portal, embedded in sales tools, or deployed on company websites. It serves 150+ manufacturers in windows and doors, building materials, furniture, AV equipment, heavy equipment, and medical devices.
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Integrations
No Integrations at this time
Company Details
Company:
Yosemite Software Solutions
Year Founded:
1994
Headquarters:
United States
Website:
yosemitesoftware.com
Media
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Product Details
Platforms
Windows
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support
Sales Rep's Assistant (SRA) Features and Options
CPQ Software
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Sales Rep's Assistant (SRA) User Reviews
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