eRep

eRep

Revalize
+
+

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About

Fast, secure development, delivered through the high-quality user interface, e.g. mobile app. Enables asset managers to demonstrate greater compliance with MiFID II and other regulations. Supports MiFID II compliance and runs an in-house RPA. Handles all CSA/RCA and non-CSA asset management clients. Addresses the whole CSA lifecycle, eliminating manual processes and producing a single audit trail. Automated data checks and workflow deliver consistent, reviewed, valued and approved interactions. Enables Investment Managers to transform their processing of funding and valuing research services by providing a single integrated platform. If you have been working with a custodial aggregator or are thinking about it, there has not been an alternative until now for a full-service platform offering the technology and the service layer to manage your entire program from reconciliation to payments.

About

eRep CPQ (configure price quote) software 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. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Investment managers seeking an integrated cloud-based solution to research providers

Audience

Manufacturers and Distributors, especially those who have configurable products

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$75/user/month
Minimum 5 users
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Commcise
Founded: 2013
United Kingdom
commcise.com

Company Information

Revalize
Founded: 1997
United States
erepcpq.com/lp/sf/cpq/

Alternatives

Axia Suite

Axia Suite

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Alternatives

BlinQ

BlinQ

BlinQ Software
SOLIAM

SOLIAM

VERMEG
Experlogix CPQ

Experlogix CPQ

Experlogix
ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Categories

Commission Supported

Categories

Commission Supported
CPQ Supported
CRM Supported
Inside Sales Supported
Quoting Supported
Sales Supported
Sales Enablement Supported
Sales Forecasting Supported

CPQ Features

2D Drawing Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Supported

Product Configurator Features

2D Drawing Supported
3D Modeling Not Supported
Analysis & Constraints Supported
Custom Pricing Options Supported
eCommerce Supported
Inventory Management Not Supported
Recommendation Engine Not Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Integrations

Acumatica Cloud ERP Not Supported
Constant Contact Lead Gen & CRM Not Supported
Epicor Kinetic Not Supported
Fishbowl Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Sales Hub Not Supported
Infor CRM Not Supported
Infor CloudSuite Business Not Supported
Infor CloudSuite ERP Not Supported
Infor M3 Not Supported
JD Edwards EnterpriseOne Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics GP Not Supported
Oracle Fusion Cloud ERP Not Supported
QuickBooks Online Not Supported
SAP ERP Not Supported
Salesforce Not Supported
Zapier Not Supported

Integrations

Acumatica Cloud ERP Supported
Constant Contact Lead Gen & CRM Supported
Epicor Kinetic Supported
Fishbowl Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Sales Hub Supported
Infor CRM Supported
Infor CloudSuite Business Supported
Infor CloudSuite ERP Supported
Infor M3 Supported
JD Edwards EnterpriseOne Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics GP Supported
Oracle Fusion Cloud ERP Supported
QuickBooks Online Supported
SAP ERP Supported
Salesforce Supported
Zapier Supported
Claim Commcise and update features and information
Claim Commcise and update features and information
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Claim eRep and update features and information