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Clientry Essentials

Effortless aftermarket revenue, inside Salesforce.

Overview

Clientry Essentials helps teams uncover and act on aftermarket revenue by connecting assets to the products and services customers need next.

See How Clientry Essentials Works

💰 Boost Aftermarket Revenue Turn your sold products into predictable, recurring revenue streams by surfacing timely, asset-specific aftermarket opportunities.
⚙️ Asset-Driven Aftermarket Insights Each asset displays a tailored list of compatible aftermarket offerings with accurate, real-time price book pricing.
📝 One-Click Opportunity Creation Create pre-filled aftermarket opportunities—complete with products, quantities, and pricing—with a single click.
💡 Smart Sales Suggestions Receive prioritized recommendations based on Preferred Sales Intervals and past purchase history, ensuring outreach happens at the right time.
🏠 Streamlined Workspace for Sellers Access dedicated tabs for relevant information, keeping everything organized and simple for sales teams.
📈 Unlock Hidden Sales Potential Visual dashboards reveal aftermarket potential, product mix, and opportunity history to help teams identify growth opportunities.
⚡ Built on Modern Lightning Web Components Enjoy a fast, native, and responsive user experience powered by Salesforce’s latest LWC architecture.
🔧 Simple Admin Setup Quick configuration with permission sets, page layout updates, and optional SLDS2 theming—no complex customization required.
⚡ Effortless Setup, Immediate Results Get teams selling smarter from day one. Minimal ramp-up means more time capitalizing on new revenue opportunities and less time configuring systems.

Clientry enhances Salesforce with a complete aftermarket sales workflow. The app connects products, price books and assets to automatically relevant aftermarket offerings—such as spare parts, services, and upgrades—for every customer asset. Sales users receive clear, prioritized suggestions based on timing, usage history and preferred sales intervals, helping them act at the right moment. From the asset page, users can instantly create pre-filled aftermarket opportunities that include accurate pricing and line items. Visual insights and opportunity history provide transparency into sales performance and aftermarket potential. Built with modern Lightning Web Components and optimized for SLDS2, Clientry delivers a clean, intuitive experience while requiring minimal configuration from admins. With Clientry, teams can proactively drive recurring revenue, boost customer retention and streamline aftermarket operations—all directly within Salesforce.