DealerConnect CRM/I
Premier application for equipment dealers.
Overview
DealerConnect CRM/I is a cloud-based solution that consolidates customer and inventory data, streamlines workflow processes, and provides real-time analytics for improving business performance.
CRM: Streamline operations by consolidating customer and inventory data in one place, and focus on delivering a high-quality customer experience.
Inventory: Search inventory, start quotes, place inventory holds, and more, all from one easy-to-use platform
Quote: Simplify your quoting process. Easily create accurate quotes and manage them within DealerConnect CRM/I. Once a deal is finalized, you can even create a purchase order directly from the quote.
Sales Pipeline: Enable your sales teams to see the entire pipeline and track the progress of deals through each stage. Help sales managers to manage teams more effectively. Give them more time to focus on sales activities and performance tracking.
Order to Cash: Streamline purchase order fulfillment by managing the process from quote to settlement using one system. By automating the O2C process, businesses can improve efficiency, reduce errors, and enhance the customer experience.
Operational Analytics: Real-time data reporting and analysis. Leverage data analytics to gain valuable insights into your dealership, identify areas for improvement, and make data-driven decisions that lead to increased efficiency and profitability.
DealerConnect CRM/I is a customer relationship management (CRM) system designed to help equipment dealerships manage their customer interactions and inventory data in a more efficient and connected way. With this system, dealerships can access customer and inventory data anytime and from anywhere, making it easier to stay up-to-date on customer needs and preferences. The platform is designed to provide an easy-to-use interface that quickly queries the right records, allowing dealership staff to quickly find the information they need to help customers. This can help dealerships provide a more personalized and efficient customer experience, which can ultimately lead to increased customer satisfaction and loyalty. Overall, DealerConnect CRM/I aims to improve the customer experience and streamline dealership operations by providing a centralized platform for managing customer and inventory data.
Categories
- Business Needs
- SalesQuotes & OrdersDashboards & Reports
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesSalesforce ShieldCommunity BuilderManaged Package