Heavy equipment sales and rental businesses operate in a highly dynamic and competitive environment. Job sites, ranging from construction of new arenas to major renovations and infrastructure projects, present substantial opportunities for sales and rentals. The ability to maintain accurate and up-to-date records of these sites is crucial for capitalizing on rental and sales prospects.
Sales Managers and Sales Reps in the heavy equipment rental and sales industry currently lack a streamlined and efficient way to create and edit records for job sites such as new arenas, factory renovations, and highway rejuvenations. This deficiency leads to missed opportunities, inefficiencies in managing job site information, and subsequently, lost revenue.
Data Inaccuracy and Inefficiency: Current reliance on systems like Dodge and manual processes such as paper records or spreadsheets result in significant data inaccuracies and inefficiencies.
Missed Opportunities: Without real-time updates and accurate job site records, opportunities are often missed, especially when jobs progress to critical stages unnoticed.
By implementing the ability for Sales Managers and Sales Reps to create and edit job site records, SalesLink will address these critical issues, driving increased efficiency, better opportunity management, and ultimately, higher sales and rental revenue. This feature will position our product as a vital tool for the industry, fostering long-term customer satisfaction and business growth.
As a Sales Manager, I want to create and edit job site records, so that I can accurately track and manage all ongoing and upcoming projects, ensuring no rental or sales opportunities are missed.
As a Sales Representative, I want to update job site information in real-time, so that I can identify patterns and propose tailored solutions to customers/prospects, provide transparency to my team (and management), and as a result, close deals more effectively.
There will be the following new pages in the CRM:
A list view listing all of the non-inactive job sites.
A detailed view that shows the details of a single job site.
An edit view used for editing and adding a job site.
Hector Catre
Agree it is important and strategic. A dodge project is the opportunity actually. All of guidance on rental opportunity comes from understanding the overall rental opportunity as defined by Dodge jobsites in our respective territories. The Dodge project values are converted to a rental opportunity value for the project and all active projects in a dealer's territory are rolled up to equal the "Market" or potential in our territories. Then the numerator is our rental revenue and denominator is the Market per Dodge. This math yields the PRRO. Basically rental market share. If you can use a dodge project (jobsite) as the entity in an opportunity, and not a company, then we can see if we are winning jobsite by jobsite and determine the share of each jobsite. Much more actionable as a sales manager if you know you are losing on 10 really large jobsites. That information becomes much more strategic than ABC company didn't rent anything from me this month, or we called on them 5 times this month. The companies should be available while completing an opportunity, so the user can reference the company names present on the job. Company names and jobsite info etc can probably be incorporated via API with Dodge. They have come a long way since the days of spreadsheets and sitting for hours searching through a website. Sorry for length. SalesForce does this in their rental stuff and this is huge for rental.