EQUIPMENT CRM

Streamline sales operations with an end-to-end equipment dealer CRM, designed by industry experts

Unlock your dealership’s full potential with an equipment dealer CRM that provides a comprehensive view of customer interactions to capitalize on prospective sales opportunities. From the office to the customer’s site, Texada’s Equipment CRM equips your sales team to source prospects, serve customers, and close deals, all in one equipment-aware platform. For sales reps on the go, leverage the mobile app to find connected assets nearby, log activity, and manage leads, with ease. Make informed business decisions with a CRM purpose-built for equipment dealers that uniquely integrates with industry-leading ERPs and OEM data.

Benefits of an Equipment Dealer CRM

Holistically Manage Customers & Data

Maintaining a holistic view of each customer is critical to managing all the touchpoints required to deliver optimal service. Our equipment dealer CRM solution offers industry-specific features meticulously tailored to the unique needs of heavy equipment dealerships, such as:

  • Track customer interactions and transactions in real-time
  • Reference customer purchase history and parts & service spending
  • Leverage centralized customer data such as service agreements, warranties, and equipment health to build strong customer relationships
Equipment CRM

Log Activity As You Go

Access the power of Equipment CRM from the mobile app to manage leads, log activity, and more, on the go. Equip your sales team with tools to:

  • Effectively manage their territory with historical details, such as lost sales and fleet information
  • Locate nearby customers and machinery with the GPS-enabled “Around Me” feature
  • Rapidly fill in customer details and log activity using  voice-to-text 
  • View a customer’s fleet to make informed recommendations
Equipment dealer crm

Manage Your Sales Team

Equip your sales team with the right tools to maximize opportunities and productivity.

  • Streamline revenue generation by equipping your sales team with customer fleet information, revenue history, and territory details
  • Reduce friction and wasted time with mobile access and robust reporting capabilities
  • Gain visibility with consolidated data and reports to measure team performance and  provide tailored coaching
  • Report on lost sales within territories to make informed decisions and identify areas for improvement
Equipment dealer software

Build a Customer-Driven Dealership

Give your team with the tools they need to deliver a robust customer experience that uncovers opportunities and drives business decisions.

  • Empower machine sales and product support reps to leverage work orders, service history, and outstanding service letters to drive account management strategies
  • Get a consolidated view of a group of accounts with data such as associated revenue, fleet composition, sales coverage, child companies, equipment divisions, branches, and more
  • Leverage a list of ongoing construction projects in your territory to understand the asset, attachment, or service needs of current customers and prospects
  • Drive customer satisfaction and business growth with integrated feedback surveys, issue tracking and real-time insights.
Equipment dealer crm

How Equipment CRM Elevates Your Sales Operations

Activity Tracking

Track meaningful customer interactions to provide a consistent customer experience across your entire business.

Territory Planning

Create robust territory plans to facilitate targeted sales & marketing strategies while setting and meeting revenue targets.

Sales Management

Manage leads and opportunities in configurable views to optimize your sales funnel and grow your pipeline.

Account Management

Create specific plans that facilitate a focus on key customers ensuring optimal coverage and revenue growth.

INTUITIVE WORKFLOW

Set Your Dealership Apart

Doing the right things at the right time differentiates your dealership where it matters most, allowing you to deliver an exceptional and consistent customer experience. Leverage Equipment CRM to reduce the time it takes to find critical customer, job, or machine information at every touchpoint, giving your sales team more time to do what they’re best at– selling.

SCALABLE SOFTWARE

A Solution That Grows As You Grow

Scale your CRM as your business grows, ensuring that you always have the tools you need to succeed. Equipment CRM is designed to grow with your business, providing you with the flexibility and scalability you need to succeed.

Customers That Trust Texada

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“The biggest reward is seeing the team use [Equipment CRM] effectively. We’re on the right path.

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FAQ

Can Texada’s equipment dealer CRM solution integrate with other software systems?

Yes, our equipment dealer CRM solution offers extensive integration capabilities (including Microsoft AX and CDK), enabling access to a wide range of tools and resources that enhance your business operations through efficient customer data management.

In addition to Equipment CRM, Texada’s suite of Equipment Business Management solutions includes Texada’s modern rental management solution. It is our mission to equip your business with equipment dealer software that empowers you to effectively manage your sales, service, and rental operations within a unified platform.

Yes, Equipment CRM is highly configurable to meet the unique requirements of your dealership. 

Equipment CRM provides out-of-the-box reporting capabilities, creating valuable insights into performance and customer interactions. Additionally, integrating Equipment CRM with other Texada products further expands the available analytics tools available.  

Texada’s Equipment CRM is compatible with many industry leading ERPs.

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