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SALES CRM

Sales CRM alongside your service work.

A customer mentions a new building while your tech is on the PM. Right now that either gets remembered or it doesn't. Keeping it with the machine records is a few points of close rate on work you already had the inside track on.

// OPPORTUNITIES

The next compressor sale, with a name and a date.

You know what they run and when it is due. The guy cold-calling them does not.

→Stage and value on every open opportunity.
→The quote attached, and a name against the next call.
→The machine records alongside, the same ones your techs work from.
Sales CRM board with compressor opportunities organized by stage
// CUSTOMER CONVERSATIONS

What the tech heard at the machine reaches the office.

The office sees the whole conversation before it picks up the phone.

→Logged from the field as a We Owe, while the tech is still on site.
→Promoted to an opportunity when there's a sale worth chasing.
→Calls, emails and notes kept on it, with whatever's still open.
Recording a customer interaction at the compressor shop's office

See it with a compressor shop's records.

The demo contains machines, parts, service history, and customer opportunities.

Talk to us: peter@nordvestops.com