Overview

Empower your sales team to use this valuable mobile solution to access critical data needs for customers and equipment.

Features

  • See account information for customers and prospects including:
    • Account details
    • Contacts
    • Sales notes
    • Accounting notes
    • Owned equipment and work orders
    • Parts purchased
    • Opportunities
    • Quotes
    • Activities
    • Map and directions
  • Management can set goals for the sales team and see activity
  • Salesperson login will see goals set for them with actual equipment sales and forecast charts available with drill-down.
  • Rental equipment sales option for charts available
  • Track sales opportunities and related activities
  • Create quick quotes to get specifications to the prospective buyer
  • Create detailed quotes including:
    • Discounts/rebates
    • Programs
    • Indicate trade and input appraisal values
    • Other fees
    • Service request and sales service notes
    • Non-Inventory item entry allowed
    • Capture signature when finalizing quote
    • View and email quotes
  • Select to create a Sales Work Order with service instruction when sale closes
  • Enter non-inventory items
  • Create Purchase Order record for final sale
  • Create sales work order for final sale
  • Access Equipment Inventory and images stored
  • Add images to Equipment Inventory taken with your mobile device
  • Access Parts Inventory
  • Recent Actions
  • Quick access from activity to account and opportunity

Additional Details

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