Our connector puts the right QuipWare transactions and equipment data in front of your sales reps. Your team will get a 360° view of the customer without leaving Microsoft CRM. They will spend less time researching and more time with customers. With access to equipment and associated linecard, warranties, contracts, work orders and configurations your sales team can renew contracts, find customers with aging equipment and suggest equipment upgrades. Quick access to inventory and equipment available for rent speeds the sales process and enhances customer value.

Our DIS Solutions (formerly NDS Solutions) connector makes it easy for your sales and service team to collaborate, know the customer and win more opportunities. It is easy to get a 360° view of each customer in a simple, graphical format.  See each piece of equipment and its associated warranties, machine ownership, and service history. Find customers with aging or high hour in-service equipment. View periodic maintenance details and even schedule equipment maintenance with our custom scheduling tool. Easily create quotes for sale or rent with used equipment from the Solutions’ equipment inventory. Manage sales follow up on rentals with our automated process.

It is easy to access your EquipSoft customer data in CRM with our Equipsoft Connector. See each customer and their associated equipment, warranties, contracts, work orders and rentals. Your sales team will be able to renew contracts, find customers with aging or high hour in-service equipment and suggest equipment upgrades easily. Use our equipment entity to view all on-hand inventory and equipment available for rent.

Our connector puts the right Softbase transactions and equipment data in front of your sales and support team members giving them get a 360° view of the customer without leaving their CRM. See each piece of equipment and its associated work orders, invoices, attachments, financials, lease expiration, rental information, specifications and warranties. Customer sales summary data includes parts, labor, equipment and rentals as well as balance, credit limit, YTD, last YTD and ITD totals. Find customers with aging or high hour in-service equipment.

Take your sales CRM to the next level with our connector for ConnectWise. By bringing key ConnectWise data into a powerful CRM system, you benefit from the customization, data visualization and workflow capabilities of CRM. See profitability at the customer, project and ticket level. Create notifications for important events. Tie sales activities to ConnectWise projects and tickets.

Unlock the data inside your Minitrac server! Our solution enables your sales and service team to access customer data and financials, see their equipment inventory and review orders and invoices. Leverage your data to retain and grow your customer base with better and faster service. Free your sales team so they can spend more face time with customers and less time on internal communications and research.

Your team needs up to date information on what is happening throughout your business in order to provide a great experience for your customers. With our JustFood Connector your sales team will have quick access to the customer, project and financial information in the interface they use every day. With access to data on sales orders, shipments, invoices, product listing, pricing history and sample requests your team will be able to spend less time tied to their desk and more time serving their customers.

Make the most out of every lead with Relevant CRM’s EDA connector! Leverage your EDA sales data, and give your reps access to all the details they need to acquire new accounts. With our EDA Connector your team can quickly and easily import all of your EDA competitive data directly into CRM. We take care of matching existing accounts, contacts, equipment and leases so that you don’t have to worry about data quality. You will also save valuable sales time by eliminating follow up on duplicate account leads. Our connector helps your team to make the most use of your EDA investment to discover competitive accounts, equipment and leases and close new deals.

e-automate and ConnectWise provide excellent platforms for office equipment dealers and IT service firms. But how can you run one business with both? Our e-automate Connector for ConnectWise solves this problem enabling dealers to have accurate financials managed in e-automate while eliminating double entry of service tickets and billing notes. Create a seamless experience for your customers while providing the best tools on the market for your teams!

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Drive user adoption by integrating quoting into your CRM! Leverage the data in your CRM to generate quotes from anywhere without having to learn another applicaiton. Track and report from lead through sale, and enjoy greater flexibility with generating documents, approval processes and workflows.