Gain Comprehensive Customer Visibility with
Purpose-Built Equipment Dealer CRM Software
Gain a comprehensive view of
each customer or group of
customers with our equipment
dealer CRM, enabling you to
manage all touchpoints
effectively and deliver
exceptional service.
Utilize territory plans, activity tracker, target account
management, and opportunity
tracking tools to coach your
sales teams more effectively
and drive increased sales
performance
Capitalize on leads, access equipment information, and analyze territory details with our CRM software for dealers, empowering you to convert
opportunities into revenue and
plan strategically for future
growth.
Improve Work Order Accuracy
Using the voice-to-text feature on Texada Mobile has enabled our technicians to capture precise notes that expedite management of work orders. Not only can we now extract a detailed breakdown of cost but it ensures we bill customers as accurately as possible.
Steve Vierra, Energy Rental Solutions
Optimize Dealer Sales Routes
Using the AroundMe feature in SalesLink
Flex, our sales reps are quickly locating and finding customers in near proximity to serve them more efficiently. Not only does this help them maximize their time by optimizing their route but it also increases quality of support and customer satisfaction.
Dylan Lightfoot, Holt of California
Detect, Report, and Bill for Damages
Being able to take detailed photos of equipment conditions on-the-go and share it in the Mobile app has been a game changer for our technicians. With the added context, we can track time and extent of damage to support accurate billing and generate valuable condition reports.
Regional Operations Manager, Equipment Rentals
Automate Parts Warranty Information
Previously, we had to consult manuals to determine warranty coverage. Now, the system automatically displays warranty coverage, making our lives a lot easier! Rather than paying out of pocket for the replacement parts, this newfound visibility has helped us achieve significant cost savings.
Truli Kelly, Northstar Equipment Rentals - Alberta Canada
Voice Record Work Orders and Notes
Instead of manually typing in work orders, my technicians voice record their notes which helps them close out the job quickly. They benefit from the ease of use and the dealership benefits from operating at greater efficiency.
Chris Hancock, Thompson Machinery CAT
