100% User Adoption

Michael Reid - President, Agent Owner - Xcel Office Solutions

Discover how teams of all sizes are using AgentDealer® to drive consistent growth, build repeatable sales, and leverage critical data.  

"We use it for all our channels, including MNS, MPS, Dealer, and Agent. We also use the Campaign Monitor plug-in to assist with marketing and tracking results and the E-Automate connector to provide a consistent flow of information into AgentDealer®. We are also looking at expanding our relationship with future integrations of HubSpot and Quote Builder.

Our experience has been excellent. The AgentDealer® team delivers timely results without the hassle of “large box” CRM companies. The TSG team, along with the power of Salesforce, is a winning combination."


Mark VanDenHoek, The Office Advantage
Agent Owner - Customer since 2010


"Our CRM is easily the most critical tool we have for managing and growing our business. The key to a successful CRM is user adoption. If everyone uses it properly, the results are amazing. Our User Adoption is 100%. Our team loves using this system. AgentDealer® helps us engage our customers more often, grow our pipelines faster, and manage our book of business for repeated success.

Working with the AgentDealer® team is a no-brainer. They know our business and can leverage all the power of the Salesforce platform to our needs."


Michael Reid, Xcel Office Solutions
Agent Owner - Customer since 2010


"We have been using AgentDealer® since 2011 as our CRM. We have found the support to be timely and always professional. AgentDealer® assisted us as we integrated important fields with our back-office billing systems, which provide valuable insight to our sales and support staff. We enter and track all sales cycles from Equipment to Managed print, prepare commission statements, track sales activity, and perform, all of which are important when making business decisions. After adding the quote builder tool, we shortened our proposal process from hours to minutes, not to mention the proposal consistency it provided across the sales group.

If you are looking to invest in a good CRM having a company like AgentDealer® is key to the overall success."


Karla Metzler, Strategic Technology Partners of Texas
Owner & President - Customer since 2011


"JustTech saw a need for a robust CRM to store our agent and dealer equipment machine information and signed up with AgentDealer® in 2012. From this single platform, our sales team can manage all opportunities for our business.

We have grown with this system through the years as we have added services (managed IT, apps, cloud fax, etc.), and it has grown with us, provided a platform to keep us organized. Three years ago, we added Campaign Monitor and integrated our customer database with this easy-to-use email marketing program. Recently we signed up for the Quote Builder tool and are looking forward to building more automation with AgentDealer®."


Joshua Justice, JustTech
Owner & President - Customer since 2012


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