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Resources

eBooks

5 Ways Equipment Dealers Lose Deals (and How to Fix Them)

10 Proven Tips to Sell Smarter as a Multi-Location Equipment Dealer

Pardot vs Marketing Cloud

Salesforce Field Service Customer Story

Webinars

Propose2Project

Run your whole service and professional service company in ONE single platform.

Salesforce Field Service

See why Salesforce Field Service is the complete solution to manage your entire field operations.

Heat Map

Experience the ONLY cloud-based software real-time map that allows any company to see prospects connected to their distribution system.

Demos

Sketching on Salesforce

Sketchpad: Online drawing application integrated with Salesforce.

Salesforce CPQ Product Configurator

Easily configure products on Salesforce CPQ implementations.

Time Entry

Log time against a project and its deliverables within Salesforce.

Budget Entry

Do budget entry and management on Proposals within Salesforce.

Auto Lead Conversion in Salesforce

Automatically convert leads that are into existing accounts and avoid data duplication.

Whitepapers

Propose2Project

Run your entire professional service & professional service company in ONE single platform.

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