Empower your sales team to use this valuable solution anywhere to access critical data for customers, prospects, and leads.
- Visibility to see and maintain account information for customers, prospects, and leads
- View customer owned equipment and related service records
- Map and directions to see your prospective buyers
- Management can set goals for the sales team and see activity
- Rental equipment sales option for charts available
- Salesperson will see their goals with actual equipment sales and forecast charts available
- Access Equipment Inventory and images stored
- Track sales opportunities and related activities
- Create quick quotes or detailed quotes
- Add images to Equipment Inventory taken with your mobile device
- Create an estimate and change to Closed-Won status to create a service sales invoice
- Capture signatures for quote authorization.
- Create Opportunities
- Manage sales activities
- Sales goals by department
Onboard to Primus
Schedule a demo or talk to a sales representative today.