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.
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:
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:
Equip your sales team with the right tools to maximize opportunities and productivity.
Give your team the tools they need to deliver a robust customer experience that uncovers opportunities and drives business decisions.
Track meaningful customer interactions to provide a consistent customer experience across your entire business.
Create robust territory plans to facilitate targeted sales & marketing strategies while setting and meeting revenue targets.
Manage leads and opportunities in configurable views to optimize your sales funnel and grow your pipeline.
Create specific plans that facilitate a focus on key customers ensuring optimal coverage and revenue growth.
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.
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.
“The biggest reward is seeing the team use [Equipment CRM] effectively. We’re on the right path.”
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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.
