Year after year, more rep firms use RPMS than any other rep-specific software solution.  With four major product platforms, we have a solution for nearly every agency.

RPMS Version 8 - Our desktop-based Windows application

RPMS V8 is a desktop and LAN based Windows (7, Vista, or 10) application. It uses the high performance client-server Pervasive.SQL database by Actian for its underlying files and records. Configurable from 1 user to thousands, Pervasive.SQL and its predecessor product Btrieve have been part of RPMS technology since 1988.  Many developers shy away from this database system because it takes more time, effort, and costs more to program for than simpler database solutions.  But its reliability and high performance are worth the effort, and are part of the reason we are often asked to convert rep firm data written for other database systems into RPMS.

Unlike some rep software systems, the quantity of data stored over time does not diminish the speed of RPMS. Many of our customers have used our software trouble-free for over 20 years. If anything, the product has become faster and more reliable, even within the same hardware and more complex configurations.

All RPMS V8 systems come with the following features, which can be used as much or as little as necessary by any rep firm:

    • The Lists feature allows setup and tracking of customers, principals (manufacturers), sales reps, territories, contacts, products, and more.

The Customer List on the List Tab

    • The Reports feature contains over 50 different report setup screens, each with many sort, filter, and output configuration options to produce nearly any requested information. All report destinations include print, preview, PDF, Excel, and more.

Summary Report Setup Form

    • The Snapshots feature provides rapid on-screen reporting. Snapshots require little or no extract or processing time to produce, since they are real time views of history over virtually any time period. Snapshots can be reviewed for any or all principals, sales reps, customers, products, territories, or points of sale.  All snapshots can be directly exported to popular spreadsheets like Excel.

Snapshot setup form selected for One Salesrep, All Assigned CustomersSnapshot setup form selected for One Customer, All PrincipalsSnapshot setup form selected for All Principals, Sales and Sales Commissions

    • The Invoice and Commission Tracking feature allows entry of invoices from factory commission statements, creating commission statements for individual salespeople and management reports by principal, sales rep, and customer. Convenient lock buttons allow duplicated fields to contain the same value between entries, speeding up data entry.

Short form Summary Invoice data entry

    • The Commission Reconciliation feature allows agencies to determine if they’ve been paid by their principals, and to create commission statements for their sales reps. Using an intuitive “check-off” procedure, reconciling a complex commission statement is as simple as reconciling a checkbook. The commission reconciliation feature also provides aging reports and cash flow forecasts.

Intuitive check-off system to record or adjust paid invoices

    • The POS (Point of Sale) feature is primarily intended for electronic components reps and health-care reps selling replaceable products, since these rep industries are not always paid for selling into distributors.  The POS feature tracks sales from distributors, for manufacturers, to customers. Reports can focus on “direct sales” (OEM) or POS sales. Distributor-based reports can be run that display business by customer or by principal.  POS can also be used by Gift industry reps and Seasonal industry reps to track shows or seasons.  Any rep firm can use POS to track another entity in each transaction.

Sample POS History by Distributor, Principal, Customer

    • The Administration feature allows managers to securely set up user passwords, establish company information and settings, create linkage to QuickBooks accounting software, perform maintenance operations, and more.

Sample Agency Preferences in Admin System

There are several additional features that can be added at any time to your RPMS system.

    • The Pro configurations adds the Order, Quote, and Sample Tracking feature. This feature provides an order-entry vehicle to monitor the status of orders. Shipments and partial shipments are handled without re-creating entries. Quotes and samples can be tracked using the same data forms. Backlog reports include expediting reports and late-order reports based on schedule date.

Ship some line items, partially ship another.

    • The Customer and Prospect Direct Marketing feature allows accounts and contacts to be coded with user-definable classification information (e.g., SIC codes, interest codes, jobs, titles, Zip codes, etc.) then extracted based on user-supplied criteria. The extracted group can then be used for blast e-mails, mail merge lists with popular word processors, for mailing labels, for call reports, and for cross-sectional sales and commissions reporting.

Direct Marketing Extracted Customers

    • The E-Data (Electronic Data) feature provides for uploading capabilities for electronically received data. Orders, acknowledgments, invoices, POS reports, products, and commission statements can be received and/or transmitted electronically to eliminate data entry. Cross-reference capability is built in, and audit and error results are automatic.

EData Wizard Progress Form

    • The Security feature allows passwords to limit access to View Only or No Access based on feature, function and/or sales rep.

One of many tabs with settings for user security

    • The Sales Forecasting feature uses sales or orders history information to predict and forecast future business. Built-in spreadsheets and global manipulation functions allow prediction and measurement of forecast achieved by customer, sales rep, and principal. Forecast performance reports are suitable to measure internal quotas. The Line Potential Analyzer feature uses commission rate history to determine sales necessary to gain certain commission amounts from various principals.

Easily set up and review forecasts for salesreps based on previous history +/-

  • Additional Simultaneous Seats can be added to any RPMS system, allowing simultaneous access for two or more users on a LAN or WAN.
  • Additional Data Sets can be added, allowing multiple rep companies to be managed on the same PC or server.
  • The Remote User feature allows disconnected remote sales reps to record and then send orders to the main office for electronic upload. This module requires the E-Data feature.


RPMSCloud - Your application and data, all managed on our cloud infrastructure

The RPMSCloud hosts your RPMS V8 application and data on a secure Microsoft server that is licensed, maintained, updated, and backed up by RPMS. Users install a remote application link on their desktops, and open RPMSCloud like any other application. But the program and data are actually running on the RPMSCloud server.

This means that access to RPMS can occur from any internet connection, freeing employees from an office location. Running RPMS on the RPMSCloud provides nearly all the same functionality and features as the RPMS V8 desktop application, with just a few minor differences. See Desktop vs Cloud below. Some advantages of the RPMSCloud are

  • Ability to run from Apple devices
  • Automatic updates to the RPMS program
  • Automatic updates to the server operating systems
  • Automatic updates to the server hardware
  • RPMS management of user network credentials
  • Automatic backups by RPMS
  • Automatic companion software updates and management (currently MS Excel and Open Office Calc)
  • Reliable access – 99.988% of all hours without interruption (April 2012 through April 2016)
  • Fast recovery management in the case of hardware, network, or software failure
    • Only 4 incidents in 4 years
    • Short recovery time – average 8 minutes


RPMSCloudAPI - Our application programming interface for 3rd party developers

The RPMSCloud hosts, a Restful JSON application programming interface for use by third party developers. Fully documented and supported, rep agencies and others can write their own calls and code to securely retrieve their company data to corporate web sites, third party applications, or for local use.


Desktop or Cloud - Which would be better?

The RPMSCloud application experience is designed to be as similar as possible to a desktop experience. So for end users, there are only a very few differences. In terms of hardware infrastructure, updates, and backups, the RPMSCloud is much easier of course. Some operations, including reports and lengthy data extractions, are faster on the RPMSCloud.

The table below lists key differences between the Desktop and Cloud versions.

BackupAutomatic by RPMSManual or third party application
RestoreOn Demand, by RPMS Tech SupportManual by user or IT staff
Update SoftwareFrequent, automatic by RPMS Tech Support, little to no downtimePeriodic, manual by user or IT staff, typically some downtime
Update HardwareRegularly, unnoticed by end usersPeriodic, almost always some downtime for end users
Per User Security by RPMS functionStandard for multi-userOptional
Export to 3rd party applications (like Excel)Includes Open Office Calc, Excel is optionalStandard for Calc, Excel, and QuickBooks for Desktops
RepLink Mobile AppFree for registered usersOptional, Enterprise Systems Only
APIRPMSCloudAPI allows third party developmentOptional. API can be added to Enterprise systems only.

For more about the speed of the RPMSCloud and how it compares to the desktop version, click the thumbnail below to review a side-by-side comparison conducted in late 2012.