Loaded with standard features, AgentDealer has the core tools you need to manage your business. As your needs grow, so can AgentDealer, our growing list of custom apps is an easy way to expand the capabilities of your system.
8 x 5
8 x 5
8 x 5
RIGHTTRACK ACTIVITY SYSTEM
DEAL PROGRESS ANALYSIS
(edit Equipment/Agreements/Meter Reads/Service Request)
= Included in the base user subscription fee
** Requires separate subscription & setup fee
(1) Setup & additional annual maintenance fee required.
(2) All editions include a minimum of 1 GB of data and 11 GB of file storage shared by all users.
(3) Requires completion of 4 day certification class - contact us for additional information.
(4) Some custom apps require an additional setup fee.
All editions include Premier Admin support for the life of the product.
A minimum of 5 full access subscriptions required for all editions. All user subscriptions are annual, renewable contracts.
OTHER SUBSCRIPTION TYPES
A complete CRM expandable for any size team
CHATTER+ (Chatter access for the entire system)
TECH ADMIN (3)
Start with the basics
or jump right in
ACCOUNTS & CONTACTS
TASK & EVENTS
BRANDED EMAIL TEMPLATES
AUTO EMAIL OPT-OUT TOOL
PROFILES & PAGE LAYOUTS
NEXTSTEPS (automated project workflow)
TERRITORY MANAGER (Now Standard!)
QUOTE BUILDER - A true configuration tool
Not available for this edition
eAUTOMATE CONNECTOR (1)
FULL SANDBOX ENVIRONMENT
Call for Pricing
DATA STORAGE (2)
FILE STORAGE (2)
4/HR. LAUNCH TRAINING
USER ADOPTION SERIES
PREMIER ADMIN SUPPORT
CUSTOMER HELP DESK (support portal)
MAXIMUM CUSTOM APPLICATIONS
12 x 5
12 x 5
12 x 5
8 x 5
8 x 5
8 x 5
Customized CRM for your entire business
Fully featured & ready for today & the future
Now with Quote Builder!
START A FREE TRIAL
Does AgentDealer sync with Outlook?
Of course it does. If fact Salesforce has recently updated the Salesforce for Outlook Connector to include some really cool features. Now with the Outlook Side Panel every time you click on an email of a person that is in your AgentDealer their information appears and you can easily archive an email to their record in your AgentDealer. Sync Contacts and Events as well. For the ultimate in data access to we recommend “RIVA”. RIVA syncs AgentDealer to your MSExchange Server giving you access to your information in the native apps of all your computers and mobile devices.
What mobile devices can I use to access the system remotely?
Because AgentDealer is a “Cloud Based Application” you can access your system anywhere you can get on the Internet from any web enabled device. Or, use the NEW Salesforce1 App. Access your data, create new records, log your phone calls with notes and create next step actives on the fly, in the field. No more having to be chained to the desk everyday updating your information - do everything from your mobile device. Salesforce1 is available for your favorite iOS, or Android device.
Does AgentDealer interface with my back-end systems (eAutomate)
Nothing drives user adoption like having your eAutomate (or any other back-end system you have for that matter) connected to your AgentDealer. Now you have access to critical data that will help your team to manage their business like never before. Capture equipment information, leasing expirations, meter reads and invoices in your AgentDealer - all available on your desktop and mobile devices.
What training is included?
Unlike others, we do not abandon you once you complete your final training. We actually remain in your system and take on the role of system administrator for you. When was the last time you purchased software that came with a built in certified administrator and consultant? That means we are there when you need us. ﾠWe take support seriously - just ask our customers.
Some of our partners
All our new customers get 4/hrs of on-line launch training. This intense training ﾠcovers all the basics your team needs to start using AgentDealer right away. But, don’t forget, we are embedded in your system as your system admin so we can help you drive user adoption from day one going forward. We have also recently launched a NEW Help Desk support portal with loads of self-help articles and videos. Can’t find the answer you are looking for, just submit a Case to engage in a Live Chat with one of our support specialist to get the quick help you need. This is all in addition to the special training classes we offer for new users, new managers and executives. ﾠWe take support and training seriously.
Is it easy to add or subtract users?
Nothing could be easier. AgentDealer subscriptions are annual access licenses that can be transfered to new users at anytime. All subscriptions are 12 month contracts but, are co-terminus with your annual anniversary date. If you need to add a new subscription, just send us the users contact information, territory assignment and who they report to, and we do the rest.
Do you offer any special promos or pricing based on number of users?
Yes we do. For customers with 25 or more users we offer special discounted pricing. Please call for more information. We also offer special promotions on our custom apps and training sessions throughout the year - sigh up for our newsletter or follow us on Facebook and Twitter to stay informed.
What other payment options do you offer?
You may think that implementing a NEW CRM system for your company is going to be really expensive and require a huge upfront investment on your part. Wrong. We offer several different payment plans to make the initial pain of startup a less painful. We offer flexible payment options to meet your needs. We also offer discounts for payment in advance.