eRep CPQ
eRep CPQ
Generate Quotes 75% Faster Improve Order Accuracy by 50% Increase Sales by 30%
eRep CPQ empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience.
What is eRep?
eRep makes it easier and faster to sell more, to manage sales channels better, to improve customer service and to deliver real-time data to managers.
Select the Right Products Every Time
Guided selling tools help you find the right product for your customer’s needs every time.
Configure and Price Any Product
eRep’s rules-based configurations help sales reps accurately price complex products, accessories, and options
Create Quotes & Product Documents
Create quotes up to 75% faster, then generate quote-specific product documents in seconds with our rules-driven document engine.
Forecasts & Reports
Get actionable insights through eRep’s data visualization tools. Create, schedule and automate reports to drive better decision making across the organization.
TAKE A TOUR
Simplify the Multi-Channel Sales Process
For modern manufacturers with distributed sales channels, eRep optimizes productivity and delivers actionable, data-driven insights.
What is CPQ?
Configure Price Quote (CPQ) is a software tool designed to help sales teams simplify clunky selling process by configuring complex products, ensuring accurate pricing, and generating quotes. CPQ platforms often work in conjunction with CRM and ERP systems, especially with manufacturers of make-to-order and engineer-to-order goods. CPQ software combines business rules, pricing rules, and product selection rules into a single repository to deliver real-time data to distributed sales teams. The combined functionality delivers high ROI potential, faster and more accurate sales quotes, fewer order mistakes, and improved sales rep productivity.
We’ve Got You Covered
eRep makes it easier and faster to sell more, to manage sales channels better, to improve customer service and to deliver real-time data to managers.
Easy Configuration & Pricing
Handle any product line, from simple to extremely complex, to mistake-proof your sales process.
Customizable Quote Creation
Create custom designed quotes to entice your customers and save time for your sales channels.
One-Click Orders & Submittals
Save countless hours from manual processes for order processing and engineering submittal generation.
Data Visualization & Forecasting
Generate intelligent insights into your top product lines and sales channel productivity.
Integrations via Open APIs
Connect to your CRM, ERP or MRP via APIs to have all your data exactly where you need it.
Intuitive Workflows
Automate businesses practices with rule-based criteria designed for the way your team works.
Support Pre & Post - Sale
Sync data for sales and service teams to collaborate and exceed customer expectations.
Integrated Parts Sales
Simplify the buying process for your customers to order replacement parts.
Available Anywhere
eRep is designed for where and how you work. That means you need on-demand access to product and pricing data in your preferred language and across all currencies.
Mobile Responsive Design
Access your information across all your devices without having to sacrifice performance or user experience. Start on one device and continue from another right where you left off.
iOS and Android Apps
COMING SOON
Extend eRep’s mobile functionality with our mobile apps that will enhance your ability to capture customer notes, manage your sales teams and access pricing data.
Global Access
Built on the Microsoft Azure Cloud with over 50 regions and availability in over 140 countries, eRep offers global scalability for our clients. Combined with support for multiple languages and currencies, eRep enhances collaboration across your sales channels and delivers reliable performance across the globe.
Real-Time Collaboration with All Sales Channels
Whether you work with a small internal sales team or an international consortium of distributors and dealers, eRep delivers a single-source-of-truth for up-to-date customer data.
Channel Partner Portal
Encourage your distributors, dealers, and independent manufacturer rep firms to present your products more often by making the sales process simpler.
Consulting Engineer Portal
Give consulting engineers a platform to select the correct product to present during the design phase of their projects. This can increase your close rates by 70%.
Forecasts Simplified
DATA VISUALIZATION STUDIO
Sales Leadership Forecasts
Eliminate manual forecast reports and save time by having immediate insights into the quoting activities of your distributed sales channels.
Operations Insights
Make better plans for production and material control by having a clear insight into your future orders rather than reacting to each order as it comes in.
Marketing Research Reports
Gather data about product demand, price point and discount incentives, and channel-specific customer buying patterns to assist in supporting your sales teams.
Enhance Your CPQ with Powerful Add-Ons
More than a traditional CPQ, eRep offers an open framework designed to help you get exactly what you need from the platform.
B2B Parts eCommerce
Empower your customers to place orders directly for parts and give them options to pay with cards, ACH, or purchase orders.
Native CRM
Connect with your current CRM or use eRep’s native CRM to maintain relevant customer data all in one place.
Custom Plugins
Our professional services team can work with you to design specific modules such as engineering selections, pressure drop calculators, and more.
Product Selection
Select the Correct Product. Every Time.
For some products, engineering selection is required to select the right product with the right performance. Now sales teams can select, price, and quote in one integrated solution with eRep’s engineering selection module.
B2B Parts eCommerce
Empower your customers to place orders directly for parts and give them options to pay with cards, ACH, or purchase orders.
Native CRM
Connect with your current CRM or use eRep’s native CRM to maintain relevant customer data all in one place.
Custom Plugins
Our professional services team can work with you to design specific modules such as engineering selections, pressure drop calculators, and more.
Selection Engine Tour
See an example of how selecting complex HVAC equipment is made easy using eRep.
Behind the scenes are heat transfer, fan curve, motor, pressure drop, noise, and electrical calculations to meet code requirements. No matter how complex you think it is, we can deliver it online.
Custom Plugins
YOU’RE DIFFERENT THAN OTHERS – AND SO ARE WE
Advanced Architecture Creates No Bounds
Convert those time-consuming and error-prone processes and spreadsheets, home-grown programs into easy wizard-like interfaces integrated with pricing.
What is a Plug-In?
eRep plug-ins are custom modules that “bolt on” to the eRep core platform. So you can have exactly what your sales teams need and still stay updated with eRep’s awesome core features.
Why is it such an Advantage?
Sometimes you need your pricing and quoting program to do something special, before, after or during pricing. Or add-on sales tools, ROI, or data forms. Plug-ins can be anything that will help meet business objectives.
Set Your Sales Teams Free
Plug-ins give your sales teams a single integrated platform with the tools they need to onboard, sell, and win more often.
Your KPIs – All in One Place
Get the top insights you need to make data-driven business decisions quickly.
DATA VISUALIZATION STUDIO
Advanced Reporting and Dashboard Platform
Wouldn’t it be great if key employees had their own custom reports and dashboards designed specifically for their role?
Role-Based Reporting
Give your team the information they need quickly and succinctly to help them succeed, from the Business Development Rep to the CEO.
Automate Delivery
Eliminate manual processes by scheduling reports to be emailed to your team with real-time data.
Have it Your Way
Choose from eRep Standard Reports or create custom, web-based reports and dashboards with no coding knowledge needed.
eRep Features
Configure & Price
eRep simplifies selecting options and accessories to get accurate pricing, eliminating errors, with rep-friendly features
PRICING COMPLEXITY SIMPLIFIED
Make it Easier, and they will Sell More
eRep pricing screen was designed with salespeople in mind, with over 20 years of feedback from sales teams and channels just like yours. Unlike other CPQ’s, pricing is done on-the-fly while options are being selected, giving the salesperson instant feedback on choices, prices, and option dependencies.
Data-Driven Pricing
You change the configuration or pricing data in the Configurator, and the pricing screen updates instantly. Test, then push to production for instant price and product changes to your sales channels.
Optimized for Speed
Get quick pricing instantly with auto defaults as options are selected by user. See what-if pricing on a option by option basis.
Eliminate Mistakes
Ensure accurate pricing and option selections to keep salespeople from making costly mistakes.
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