Sales & CRM
Heavy Equipment Dealer Sales & CRM Solution
Your sales team plays a pivotal role in driving your dealership’s growth. Providing them with the right tools is crucial for effective prospecting, nurturing and closing deals, as well as maintaining strong relationships with existing customers.
Empower your sales and customer-facing teams with a robust sales and CRM system that not only streamlines the sales cycle and enhances responsiveness but also simplifies payment transactions, ensuring faster and more efficient processing. Say goodbye to scattered spreadsheets, handwritten notes, and antiquated rolodexes and hello to a fully integrated digital experience.
Better serve your customers, increase sales, and establish customer relationships with IntelliDealer.
IntelliDealer Sales & CRM Solution
IntelliDealer empowers heavy equipment dealerships to consolidate and centralize data for a clearer view of potential customers and improved sales closure rates.
Our sales software seamlessly integrates with CRM systems, equipping your sales team with complete access to detailed customer insights, equipment configurations, pricing, trade-in values, financing options, and OEM discounts—all conveniently accessible via their mobile devices.
Solution Capabilities and Benefits
IntelliDealer Sales and CRM software elevates your business by establishing more predictable, reliable, and consistent customer interactions. Experience enhanced customer acquisition and retention across your marketing, sales, and service departments. Here are some of its primary benefits:
Modernized Billing
Maintain accurate financial documentation with instant updates to account balances, general ledgers, and relevant subledgers using Real-Time Billing.
Simplified Document Management
Sign and file documents electronically with help from VESign and reduce paperwork, improve convenience, and speed up approval time for employees and customers.
Easy Margin Approval
Customize margin settings, streamline quote approvals, and improve efficiency without external worksheets with Margin Worksheet.
Capture Campaigns
Effortlessly capture and analyze campaign data to optimize your marketing strategies and drive meaningful engagement with prospects.
Standardize Quoting
Streamline your quoting process with our intuitive tools, ensuring consistency and accuracy across all client interactions.
Understand Real Margins
Gain deep insights into your profitability with comprehensive margin analysis tools, empowering informed decision-making and strategic pricing.
