Engage for Equipment Dealers

Bring your dealership into the 21st century to improve sales and service operations

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What is Engage for Equipment Dealers?

For today’s equipment dealers, antiquated business systems and manual processes can result in millions of dollars in missed revenue opportunities, longer and more complex sales cycles, increased equipment downtime and service costs, and dissatisfied customers. To better compete, you need to be able to easily tap into the account and equipment data that runs your business.

Engage for Equipment Dealers modernizes your business and gives you real-time visibility and access to your data from anywhere. Mobile-ready and cloud-based, it centralizes and simplifies sales, equipment, and service processes—bringing all data under one platform, where it can be leveraged to enhance efficiency and profits.

Business Outcomes

  • Focus on activities that generate the most revenue
  • Amplify post-sales and service revenue
  • Reduce operational costs
  • Better meet sales and revenue targets
  • Strengthen customer and vendor relationships

Sales management

  • Track and manage all sales activities and grow the sales pipeline
  • Quickly and easily schedule and manage demos, handle trade-ins and generate accurate quotes
  • Perform more accurate planning, forecasting and reporting

Service management

  • Track and manage equipment history and warranty information
  • Reduce equipment downtime and overall maintenance costs
  • Extend equipment lifespan and increase billing and claim accuracy

Relationship management

  • Gain a 360-degree view of each customer, including purchase history, brand preferences and sales opportunities
  • Track and manage all your business contacts in one place
  • Leverage market and data trends to target customers for opportunities