Connect your Heavy Equipment Sales & Billing Systems with HeavyTrack Sync
Trusted by Heavy Equipment Companies Across North America
The Results (Per Year)
We help multi-location Equipment Dealers earn more and spend less.
Labor Costs Savings
Additional Productive Selling Time
Preserved Selling Time
Interest Savings
Billable Time Recaptured
In ROI Annually
How It’s Achieved
2-Way Auto Sync of Information between your Sales and Billing systems
If you need a new CRM, we’ll implement App Solve’s HeavyTrack CRM and connect it to your Billing system
Customer Info
Quoting
Purchase Totals
- Purchase Total Name
- Year (e.g., 2024 YTD, 2023, 2022, etc.)
- Equipment Sales
- Rental Sales
- Part Sales
- Service Sales
- Other Sales
- Total
Customer Equipment
- Customer Invoice
- Equipment Group
- Invoice Amount
- Invoice Date
- Machine
- Serial Number
- Model
- Model Description
- Model Year
- Stock Number
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Customer Stories
THE CHALLENGE
The client needed to differentiate revenue and COGS (cost of goods sold) for different business lines. They also wanted to get job costing for every invoice and track the purchase orders associated with the work order/invoice.
THE SOLUTION
We created a solution design by developing a high-level data map. Then, we installed and initialized the setup of Accounting Seed, the #1 cloud-based accounting solution on Salesforce.
THE CHALLENGE
Difficulty maximizing post-sale opportunities and disconnected sales, marketing, and operational systems. With approximately 15 sales representatives and leads arriving from numerous channels, Oaken needed a more connected approach.
THE SOLUTION
App Solve implemented Salesforce CRM and integrated it with VitalEdge IntelliDealer to create a connected sales and customer management platform. The goal was to create a single ecosystem that connected customer, sales, marketing, and operational data.
THE CHALLENGE
Without a unified platform, teams were operating from different systems and different versions of the truth. Dynapac didn’t need another CRM. They needed a connected sales operation that every department could work from.
THE SOLUTION
AppSolve implemented Salesforce Sales Cloud using its Rapid Deployment Method, creating a platform designed around Dynapac’s organizational structure rather than forcing the business into generic CRM workflows.