Everything you need to get started
Account & Contact Management
Deal Management
Mobile App
Files Sync and Share
Reports & Dashboards
Sales Forecasting
Enterprise Social Network
QuickQuote CPQ
Outlook & Gmail Integration
Support Community Portal
Everything in Essentials, plus:
Approvals
Workflow Automations
eAutomate Sync
RightTrack Activity System
QuoteBuilder w/configurator
Document Generation
Developer Sandbox
Additional File & Data Storage
USD/user/month (billed annually)
Everything you need to get started
Account & Contact Management
Deal Management
Mobile App
Files Sync and Share
Reports & Dashboards
Sales Forecasting
Enterprise Social Network
QuickQuote CPQ
Outlook & Gmail Integration
Support Community Portal
Everything in Essentials, plus:
Approvals
Workflow Automations
eAutomate Sync
RightTrack Activity System
QuoteBuilder w/configurator
Document Generation
Developer Sandbox
Additional File & Data Storage
Of course, it does. With the Outlook for Salesforce 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 Microsoft Exchange server giving you access to your information in the native applications of all your computers and mobile devices.
The Salesforce mobile app gives you unlimited access to your data, the ability to create new records, log your phone calls with notes, and create next step actives on the fly. Your mobile office. No more having to be chained to the desk every day updating your information - do everything from your mobile device. The Salesforce Mobile App is available for your favorite iOS or Android device.
Yes. Nothing drives user adoption like having your most critical information synced 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 yourAgentDealer® - all available on your desktop and mobile devices.
Yes we do. Please call for more information. We also offer special promotions on our custom applications and training sessions throughout the year. Sign up for our newsletter or follow us on Facebook and Twitter to stay informed.
All our new customers get 4/hrs of on-line launch training. This intense training covers all the basics your team needs to start usingAgentDealer® right away. But, don’t forget, all editions of AgentDealer come with our Premier Admin Support. We are embedded in your system as your system administrator so we can help you drive user adoption from day one going forward. With our Help Desk support portal, we offer 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 specialists 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. We take support and training seriously.
Nothing could be easier. AgentDealer subscriptions are annual access licenses that can be transfered to new users at anytime. If you need to add a new subscription, just fill out our user on-line form and we will handle the rest. We on-board the new user, adjust territories and move records as needed.
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 experience.
14422 Shoreside Way, Ste. 110-150
Winter Garden, FL 34787
Call us: 1-888-414-8120