Customer Engagement

Equipment Dealer Solution for Microsoft Dynamics 365 (CRM)

Client relationships and maximizing follow on sales are critical for every Equipment Dealer organization.
So how can you improve account and sales management with your current resources and data?
With the Fullscope Equipment Dealer Solution for Microsoft Dynamics 365 (CRM)
that drives account management, sales and marketing and provides insight
into equipment, warranties and customer service productivity.

Business Insights & Visibility

In addition to the strong Dynamics 365 functionality, the Equipment Dealer Solution offers:

  • Revenue segmentation and trending

  • Account planning

  • Opportunity grouping by project or job site

  • Pipeline segmentation

  • Follow on sales, automatic rental renewal opportunities, and enhanced cross-selling

  • Xapt NAXT integration, including:

    • Equipment inventory—currently available for sales/rental, past sales, and customer-owned equipment

    • Service calls and equipment service history

    • Warranties and customer service agreements

    • Complete equipment history in one place—sales, trade-ins, service, rental

Proven Benefit

“Our CRM journey began as a corporate initiative endorsed by all operating groups within Milton CAT. Our initial objectives focused on aligning all of our operating groups, providing a 360 degree view of our customers and managing our sales process. We are driving CRM as a culture and working with the Fullscope team to leverage the power of Microsoft Dynamics 365 (CRM), which has enabled us to start the process of moving our technology to the cloud.”

- Rod Ford, CIO of Milton CAT

See the Solution in Action with Product Videos

Watch this video for an overview of how the Equipment Dealer Solution, built on Microsoft Dynamics 365 (CRM), helps you more effectively manage sales.

This video shows how your sales executives can work productively while on the road. They can easily review their day, make and track calls, scan equipment, update their sales opportunities and more.

Request a Business Session

Looking for more information on how the Equipment Dealer Solution for Microsoft Dynamics 365 (CRM)
can help drive your business forward? Complete the below and we'll connect!

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