Customize Your CRM With AgentDealer's Professional Services Team

Being built on the Salesforce platform gives AgentDealer tons of advantages, one being the ability to customize each individual system. This means that as your business changes and grows, your CRM can change and grow with you. As an AgentDealer customer, you have access to our professional services team, who can help you make the adjustments you need to keep your system operating according to your processes.  

Here are just a few examples of what our team can do: 

Used Equipment Sync —  sync your used equipment data inventory from e-automate into your AgentDealer PriceBook and use it in the quoting tool. 

RightTrack Point Automation — assign point values to your KPIs to gamify activity, tracking by points per day, week, or month in reports and dashboards.

AD Inbound — automatically generate new records by forwarding/sending emails to an inbound email address in AgentDealer. Good for: inbound lead creation, web-to-AD, internal case documentation, internal escalation management, issue tracking, and more. 

Here’s what Tommy McCrury, owner/managing partner of Total Office Solution of West Texas, had to say about working with AgentDealer's professional services team: 

“Every time we submit a ticket or ask for help on creative ideas in Salesforce (sometimes just a snippet of the issue), their team goes above and beyond. Not only do they jump on issues quickly, but they also come back with creative Salesforce ideas that make our processes even better.”

You can book a demo at the link below to learn more about the AgentDealer system and how it can be tailored to fit your business needs.