Sales Rep's Assistant (SRA) Overview

Sales Rep's Assistant (SRA) is an advanced Configure, Price, Quote (CPQ) software designed to empower sales teams with the tools they need to streamline the sales process and close deals more efficiently. SRA offers a user-friendly interface that allows sales representatives to quickly configure products and services, generate accurate pricing, and produce professional quotes tailored to each customer’s unique needs. The software integrates seamlessly with existing CRM systems, ensuring that all customer data is centralized and easily accessible. With its robust rule engine, SRA enforces pricing and discounting policies, minimizing errors and ensuring consistency across all quotes. The platform also includes collaboration features that enable sales teams to work together seamlessly, share insights, and track the progress of each deal in real-time. Additionally, Sales Rep's Assistant provides detailed analytics and reporting tools, offering valuable insights into sales performance, quote conversion rates, and revenue projections. By automating repetitive tasks and providing comprehensive sales tools, SRA enhances productivity, reduces the sales cycle, and drives higher revenue growth for businesses of all sizes.

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Contact Details

  • Vendor Name Yosemite Software Solutions
  • Founded 1994
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Machinery

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Sales Rep's Assistant (SRA) Features

  • Arrow Icon Price and Cost Calculations
  • Arrow Icon Order Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Multi-Currency
  • Arrow Icon Approval Workflow
  • Arrow Icon Proposal Generation
  • Arrow Icon Contact Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Renewal Management
  • Arrow Icon Discount Management
  • Arrow Icon Product Configurator
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Price/Margin Management
  • Arrow Icon Bills of Material
  • Arrow Icon Guided Selling
  • Arrow Icon Activity Dashboard
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management

Sales Rep's Assistant (SRA) Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$2000 Per Year

Sales Rep's Assistant (SRA) FAQs

Sales Rep's Assistant (SRA) is an advanced Configure, Price, Quote (CPQ) software designed to empower sales teams with the tools they need to streamline the sales process and close deals more efficiently. SRA offers a user-friendly interface that allows sales representatives to quickly configure products and services, generate accurate pricing, and produce professional quotes tailored to each customer’s unique needs. The software integrates seamlessly with existing CRM systems, ensuring that all customer data is centralized and easily accessible. With its robust rule engine, SRA enforces pricing and discounting policies, minimizing errors and ensuring consistency across all quotes. The platform also includes collaboration features that enable sales teams to work together seamlessly, share insights, and track the progress of each deal in real-time. Additionally, Sales Rep's Assistant provides detailed analytics and reporting tools, offering valuable insights into sales performance, quote conversion rates, and revenue projections. By automating repetitive tasks and providing comprehensive sales tools, SRA enhances productivity, reduces the sales cycle, and drives higher revenue growth for businesses of all sizes.

  • No, Sales Rep's Assistant (SRA) does not offer a free version.

  • Yes, Sales Rep's Assistant (SRA) offers a free trial.

  • No, Credit Card details are not required for the Sales Rep's Assistant (SRA) trial.

  • Sales Rep's Assistant (SRA) offers the following pricing plans & packages:

    Basic

    $2000 Per Year

  • Sales Rep's Assistant (SRA) supports the following payment frequencies:

    • Annual Subscription

  • No, Sales Rep's Assistant (SRA) does not offer an API.

  • Sales Rep's Assistant (SRA) offers support with the following options:
    • Chat

  • Sales Rep's Assistant (SRA) offers training with the following options:
    • In-person , Live Online , Webinar

  • Sales Rep's Assistant (SRA) supports the following languages:
    • English

  • Following are the typical users of the Sales Rep's Assistant (SRA):
    • Self-Employed , Small-Business , Midsize-Business