CPQ software to simplify and automate the quoting process
4.4/5 (5 reviews)eRep CPQ is a full-featured cloud software solution designed for manufacturers and their sales channels. eRep allows manufacturer's sales channels to configure, price, quote and order simple to complex products dramatically faster and easier than other methods. Automated workflows route quotes and orders quickly and accurately.
After line items are configured, priced, and quoted, the user can click a button to automatically generate a full product proposal PDF for attaching to the quote. The proposal configurator builds the submittal based on the products, options, and accessories quoted. This feature alone saves the salesperson 20 to 90 minutes per quote when compared to manually merging sales and technical PDF documents.
Another unique feature of eRep is that it allows customization plug-ins. So you can replace those spreadsheets and old PC programs and integrate calculation tools with the pricing engine. Engineering, ROI calculations, and custom wizards can be added.
eRep is developed by BCA Technologies who has a unique combination of engineers and professional programmers who have helped both large and small manufacturers dramatically grow their sales because of our unique industry experience. With over 30,000 users world-wide, eRep is one of the most liked quoting applications by sales channels.
Pros
For the user, a very intuitive interface allows easy adaptation and usage. Smart programming minimizes response time so you are not waiting on the program to refresh as you move around.
For the manufacturer, a simple backend is the key to long term maintenance without requiring an IT programmer. eRep is quick and simple to maintain; changes can be made and pushed out immediately.
Cons
As with any system, care and planning must be used when progressing through system wide price changes as the system always presents "current" pricing. Holding "old pricing" on a quote after an increase has gone into effect does take some thought and work arounds.
We appreciate the review Tony! You did a fantastic job entering the pricing configuration rules in the configurator for your complex products.
Regarding the current pricing, the old pricing is held on a quote until the quote expires on its expiration date. If a user changes a line item on a quote, the new pricing rules are used for that line item. The default quote expiration date is automatically set based upon a setting in the system. We will contact you to get this clarified. Thank you for the feedback!
The support system for the eRep (Part Store) has exceeded expectations. The team is very knowledgeable and offers solutions to improve the process/software function ability.
Pros
The software as been developed to allow for easy product select based on our original project. It allows for easy sorting, price grouping discounts, and order placement to our ERP system.
Cons
The system does not allow to copy a previous order to a new order. Some customers are repeat buyers and it would make their order placement quick and less data keying.
Thank you for the review Cathy! That is a great suggestion to copy a previous order to a new quote. We have added that feature in our list of new features for Q1 2019. Thank you!
BCA had a great platform for product selections. It streamlined our selection, drawing and submittal process, helping improve productivity by our inside sales engineers and made it real easy for our customers and representatives to do selections.
Pros
Functionality. It takes you from selections, to drawings to submittals seamlessly. Easy to go back and change. Also has a reports function that allows us to see who is using it and where.
Cons
Needs practice to get used to various functions
All in all happy with the software and happy with the people of BCA
Pros
Really like the support and the relationship/partnership with BCA
Cons
Wish it was a little more flexible and easier to interface with other platforms
Thank you for your review! eRep has an open API architecture that can exchange data with just about any other application and platform.
Typical integrations include the customer's existing ERP, CRM, and marketing platforms. These interfaces are coordinated based on customer's needs. In most cases, eRep's out-of-the-box APIs work fine with minimal implementation.
We saw a clear and notable improvement in productivity of our sales reps across our organization once we changed to this program. This is highly recommended.
Pros
This makes everything far simpler, cleaner and more organized for our sales team. It is a clean and easy-to-use program once you learn its capabilities
Cons
As with most programs, there is a bit of a learning curve to this. It is well worth taking the time to learn it though because this program is capable of a lot of things.
eRep has multiple pricing options based upon number of users, brands, and modules. Distributor portal users have tiered pricing. See http://www.erepcpq/pricing/ for more information.
Contact BCA Technologies for a demo, pricing information or a quote 407-659-0653 x1 or [email protected]
* Eliminates delays to deliver quotes to customers which erode customer trust.
* Ensures consistent pricing and discount rules for simple to complex products and quotes.
* Includes workflow approvals that route quotes and orders that eliminate approval bottlenecks.
* The product configurator ensures 100% accurate quotes and orders, eliminating bad orders.
* Real-time reporting and analytics improves channel management, forecasting, and pricing management
* Standardizes and enhances the sales process for channel partners, VARs, and distributors.
* Parts module allows different customers to find and purchase replacement parts
* Optional CRM and Customer Service module provides tools for sales and customer support
* Works stand-alone or integrated with your ERP system. It can also natively process SAP and JDE configuration rules.
Product manufacturers with multiple independent reps, distributors, and inside sales channels have unique technology requirements, which is why many companies in this industry have been hesitant to adopt sales automation software in the past. Now, made to order (MTO) and engineer to order (ETO)product manufacturers can use software built with their unique requirements and specifications in mind. Protoparts eRep is cloud-based software designed exclusively for building industry product manufacturers. The mobile-ready platform uses HTML5 technology to help organizations simplify their sales processes and ultimately increases the strength of their sales teams.
Protoparts eRep understands the challenges and the complexities of running a manufacturing business. The company’s automation platform enables employees, customers, and designers to login to their websites, open projects, make product selections, review engineering calculations, generate price quotes, and generate project submittals all from their desktop or mobile devices. Protoparts eRep uses its expertise in the product manufacturing industry to streamline the sales process while still giving companies complete control over their systems. It drastically reduces the time it takes to generate quotes, orders, and submittals. The software is used by top manufacturers, including Johnson Controls/York, Bosch/FHP, Climate Master, Trane, Reddi, Raywall, and others.
Protoparts eRep is a proven technology solution that can be used by HVAC, Electrical, Plumbing, Architectural and other building industry product manufacturers to increase sales. The platform includes integrated modules, such as pricing/configuration, submittal generation, quoting and ordering, product selections with engineering calculations, online parts sales, customer support, sales intelligence, and sales forecasting.
In addition to providing a way for sales teams to use the manufacturer’s own website to generate price quotes and manage sales, eRep also allows consultants—such as engineers and architects—to generate project schedules for Autocad plans within the web-based platform. It is the only CPQ application platform that gives engineers a way to perform engineering selections and schedules for CAD plans. Consultants can collaborate on projects with sales reps and manufacturer sales managers leads to higher close rates and higher levels of customer satisfaction overall.
Proparts eRep makes pricing configurable products quick and easy on any device. It handles everything from single parts to extremely complex Engineer-To-Order products and everything in between. The back-end rules engine takes care of all those standard, special, and complex rules while making it simple to understand for the sales person.
Pricing and configuration rules can be uploaded from spreadsheets or automatically via your existing ERP system.
Pricing is fully integrated with product and project submittals for quoting. Attaching prices to line items within your eRep system should ultimately save your salespeople hours of time, since it means they will no longer have to prepare from pricing pages. Instead, sales reps will be able to click on a button to immediately create full product submittals, which can then be attached to the quote that’s given to the customer/client.
Protoparts eRep has a fully integrated engineering selection module that allows sales and designers to enter design conditions and obtain engineering performance of the products.
Everything is fully integrated with pricing/configuration and submittal generation for fast and easy project schedules, quotes, submittals, and orders.
Project submittals eat up a good portion of a sales rep’s time. Protoparts eRep has been able to use technology to expedite this process, with an application framework that seamlessly generates submittals to meet all existing requirements.
When you use Protoparts eRep, you can decrease the time you spend on submittal generation. One-click product submittals are a key component of the platform. Submittals can be generated on desktop computers or mobile devices, and they’re less likely to contain the types of costly errors that delay lead times.
The Protoparts eRep web-based platform offers an optional pre-built CRM module designed for businesses in the manufacturing industry. Protoparts eRep also uses EDI and XML technology to integrate with top ERP/CRM apps, including SAP, Intuitive, Fourth Shift, Microsoft, Salesforce, and others.
Protoparts eRep CRM supports all common CRM functions, which may include customer touch point management and customer service. The platform gives sales reps a way to track all customer questions and ultimately improves the service that companies are able to provide. The key differentiator is that it is completely integrated with everything the sales force is doing so there is no re-typing of anything related to opportunities, quotes, orders, projects, etc. No other CRM can claim this – your customers are doing all the work and it flows to the right person’s CRM dashboard.
When a customer calls, you have all their contacts, projects, quotes, orders within a click or two.
Using the data that’s being collected through the web-based platform, Protoparts eRep is able to offer real-time sales forecasting for product manufacturers. Managers can see how many quotes, submittals, and orders have been inputted into the system, and they can use that information to track their top performers and make revenue projections.
As independent reps, distributors, and inside sales teams input their orders into a manufacturer’s system, Protoparts eRep is learning more and more about the financials of the organization. Sales forecasting tools then give companies an accurate view of the business, with the type of real-time pipeline data that’s often necessary to make strategic management decisions.
Protoparts eRep integrates with a number of popular third-party business applications, including Microsoft Dynamics CRM, Salesforce, Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Outlook, Microsoft Excel, and SAP Business One. An API is also available for use.
Protoparts eRep offers multiple pricing options for manufacturing businesses. Specific prices are typically based on the number of users, brands, and modules within a given account. One-time licenses and subscriptions are available, starting with $25,000 per year. A free trial is available for new users.
Below are some frequently asked questions for eRep CPQ +.
eRep CPQ + offers the following pricing plans:
Starting from: US$50,00/month
Pricing model: Subscription
Free Trial: Not Available
eRep has multiple pricing options based upon number of users, brands, and modules. Distributor portal users have tiered pricing. See http://www.erepcpq/pricing/ for more information.
Contact BCA Technologies for a demo, pricing information or a quote 407-659-0653 x1 or [email protected]
eRep CPQ + offers the following features:
eRep CPQ + has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
eRep CPQ + supports the following languages:
Czech, Danish, Dutch, English, French, German, Irish, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Ukrainian
eRep CPQ + has the following pricing plans:
Subscription
We do not have any information about what devices eRep CPQ + supports
eRep CPQ + integrates with the following applications:
Constant Contact, Dynamics 365, HubSpot Marketing, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Excel, Microsoft Outlook, Office 365, Oracle JD Edwards EnterpriseOne, Salesforce Sales Cloud
eRep CPQ + offers the following support options:
FAQs, Online Support, Phone Support, Video Tutorials
I have worked with BCA on multiple projects and they understand the HVAC industry and what is typically needed. They can provide a turn key "off the shelf" solution or a custom solution to meet your business needs.