Heavy Equipment

Create more loyal customers. Drive profitable growth.

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Applications Overview

Analytics-backed decision-making has arrived for dealers.

Equipment dealers gain a competitive edge with data-driven insights that improve customer relationships, keep machines running and drive revenue. Our data science leverages equipment and customer data to optimize the entire dealer value chain.

CUSTOMER MANAGEMENT

CREATE BETTER CUSTOMER OPPORTUNITIES WITH INTELLIGENT, DATA-DRIVEN CRM.

Gain visibility into customer relationships at every level of the dealership. Combine machine and customer data to provide the most comprehensive view of customers.

SalesLink CRM

Turn your customers into raving fans. SalesLink CRM serves as a vital nerve center for customer management throughout the dealership.

SalesLink Mobile

Manage customer relationships from the dealership to the field. Access SalesLink CRM data on the go — online or offline — with our easy-to-navigate interface at any level of the dealership.

Customer Search

Keep your entire organization connected. The Customer Search add-on module for SalesLink is an enterprise-wide solution that enables better CRM at all levels of your organization.

Customer Hierarchy

Get a granular understanding with customer segmentation. The Customer Hierarchy add-on module for SalesLink enables you to gain a deeper knowledge of customer relationships by easily grouping and viewing accounts. View aggregated account information and discover trends from data.

Customer Issue Management

Keep your customers happy. The Customer Issue Management (CIM) add-on module for SalesLink lets you easily document, track and resolve issues directly tied to customer satisfaction.

Customer Survey Management

Understand how your service measures up. The Customer Survey Management (CSM) add-on module allows you to develop and record your own surveys, as well as outsourced surveys.

UCC Integration

Generate robust customer and prospect reports on demand. The UCC Integration add-on module for SalesLink gives you quick access to Uniform Commercial Code-1 (UCC-1) filings on competitive information, providing visibility and robust reporting. Available to U.S. dealers only.

EQUIPMENT SOLUTIONS

ALL OF YOUR EQUIPMENT DATA. ONE VIEW.

Our applications unlock the insights hiding in your equipment data. We deliver a single view of all of your data, enabling you to make faster, smarter decisions.

EquipmentLink

Manage equipment information by serial number. EquipmentLink delivers a serial number-centric view of all equipment data, including dealer-owned equipment and customer install base.

Condition Monitoring Portal

Understand the health of your customer's equipment. Condition Monitoring Portal (CMP) paints a comprehensive picture of ongoing machine health in one customizable dashboard. Capture data such as oil sample results, fault codes and work order history.

Inventory

Make smarter inventory decisions. Inventory monitors all your inventory in one easy-to-read dashboard. Optimize product investments and better manage inventory regardless of location.

Reservations

Better manage equipment reservations. The Reservations tool provides a configurable online experience to manage equipment reservations more efficiently.

SALES PROCESS

IMPROVE EVERY STEP OF YOUR SALES PROCESS.

Drive consistency, visibility and accountability across your sales organization. Streamline quoting, ordering, preparation, delivery, compensation and invoicing.

iQuote

Consistently deliver fast, accurate quotes for any machine using one tool. iQuote is configurable to fit individual dealer processes and brings together all necessary information to create quotes.

Customer Order to Invoice

Track sales and rentals from order to invoice. Customer Order To Invoice (COTI) is an online sales processing system that tracks machine sales and rentals from the time customers place orders on through to invoicing.

Commission Framework

Manage all commission programs from one place. Commission Framework provides one workflow for easy, consistent administration of all sales commission programs for multiple rep types.

Parts & Service Quoter

Create quotes for parts ordering and service work. Generate professional quotes for customer presentation, from parts ordering to service work.

iMACS

Organize large projects and track materials purchasing. Intranet Material Acquisition Control System (iMACS) is a hub for managing every step of Power System Division (PSD) projects.

SERVICE DELIVERY

IMPROVE SERVICE PROCESSES FROM SHOP TO FIELD.

Improve customer satisfaction. Give your workforce a clear understanding of how key service processes are performing and where they can be improved.

ServiceLink

Manage your work order cycle from start to finish. ServiceLink is a full-service workflow system that provides comprehensive reporting on your KPIs so you can always know the health and status of your service business.

Service Scheduler

Make complex service scheduling simple. Service Scheduler maximizes time and resources for your entire organization across locations. Manage your shop scheduling and and field service workforce with efficiency and precision.

Equipment Monitoring Toolkit

Turn mountains of contracts into a clear view of maintenance. Equipment Monitoring Toolkit (EMT) helps you manage a high volume of service contracts with a centralized repository of all planned maintenance.

Product Problem Management

Create a searchable log of all issues and resolutions. Product Problem Management (PPM) organizes information by product family and model to create a searchable database of all captured issues and resolutions.

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