eRep is typically used by manufacturers that need a modern, affordable web solution for their internal and external sales teams to automate the sales process and get accurate quotes to scale the company to a new level.

Distributors of all kinds that need a modern, affordable web app for their sales teams and sub-distributors to generate quotes that their existing ERP systems are either too slow, don’t have needed features and workflows, or not mobile friendly.

Simply fill out the form on our Schedule a Demo page and our team will get you on the schedule.

New clients can anticipate their eRep instance to be live within a few days. At that point, product data can be added to build out the software to your organization’s needs. Depending on the complexity of your products, workflows, integrations, and if  custom features are needed, implementation may take three to six months for a full roll out. Our team are experts at leveraging what data you have today to get up and running quickly with eRep.

eRep uses an open API framework and is capable of integrating with most other platforms. To date, we have integrated with many top platforms including Salesforce, Dynamics, SAP, Oracle, JD Edwards, Epicor and more. For questions about your specific CRM or ERP, contact us and we’ll be happy to answer your questions.

Thanks to eRep’s open API framework, we can integrate with many other systems through integrations. This may include marketing automation platforms, CRMs, and ERPs.  This is pretty standard with most implementations.

Training and change management is critical to a successful software rollout.  We always provide role-based training and record the training for online access.   We are always adding new resources, guides, documentation and videos to our Resources page. We also offer webinar-based and live training to clients during onboarding and sale rep events.

eRep has four classes of users, each with varying levels of access to the platform.

System Users:

System users are typically employees of the client company and have the most access to the eRep platform. These users may perform a variety of roles including system administrators, pricing administrators, sales managers, application engineers, business analysts, customer service, and order entry. Primarily, these users help to support the sales teams and sales channels.

Sales Portal Users:

Sales portal users are able to select products, configure options and pricing, and generate quotes and orders only. In many cases, these users are part of distributed sales teams or third-party rep firms, distributors, and VARs.

Parts Portal Users:

Parts portal users are able to shop for replacement and spare parts while accessing a variety of look-ups, such as serial number, purchase order number, or item number look-ups among others. Typically, these users are with rep-firms, contractors, distributors, or end-users.

Design Portal Users:

Some industries such as the building industry have influencers such as architects,  engineers, consultants, and even end-customers.  The design portal users are able to enter requirement and design information, select products and request pricing from their assigned sales rep, but do not have access to pricing information.

See our features comparison chart here.  This is by no means all the features in eRep.  It is the most time-effective to request a demo to go through the feature set with a consultant and see how they will apply to your situation.

Standard eRep implementation services include:

• Installation of eRep software in a staging and production environment
• Addition of client logos, colors, and organizational setup
• Set up of initial users, permissions, and email settings
• Online onboarding training on how to use the system
• User support phone consultations

Additional implementation services may include:

• Full turnkey implementation
• Custom development
• Custom integrations
• In-person consultations, training or support
• Testing and data validation
• Expert-On-Demand support
• Other services as needed

Implementation costs are typically determined by the time required to configure the eRep platform to meet your needs.  Impelmentation fees also depend upon if we “do-it-for-you” or “do-it-with-you” or if you have resources that have time to enter or convert your existing pricing and other data.  Are your pricing rules documented, in a spreadsheet or database?  There are alot of factors that influence the implementation cost.

Contact us and we will advise you on the best way to implement and provide an implementation estimate.

Yes, many of our clients elect to implement eRep in phased roll-outs.  Some want it rolled out everything at once.   We have experience at both and can guide you on the most effective path to meet your business goals.

Yes, we are continuing to build our partner network. Implementation services can be performed by a certified partner with support of BCA Technologies, Inc., to ensure success. Contact us for more information about this arrangement if you have any questions.