Sales and rental inquiries
Keep inquiries, quotes, territories and follow-up visible. Know which accounts need attention before an opportunity goes quiet.
OREGON ROOTS • NATIONWIDE SUPPORT
Salesforce for equipment companies
Give sales, rental and service teams a connected view of customers, equipment and the next opportunity.
EQUIPMENT & RENTAL
The relationship goes beyond the sale.
Equipment and customer history
Define how equipment relates to accounts, locations and service records. Make the right context available to the team talking to the customer.
Parts, service and repeat business
Connect service conversations and parts follow-up to the account. Plan integrations with rental, inventory or dealer systems where justified.
Start with the operation.
For heavy equipment dealers and rental businesses, the existing fleet, accounting and inventory systems often remain essential. We design around those systems rather than assume Salesforce should replace them.
NM2P works with businesses in Portland, Bend and Central Oregon, and with clients nationwide. You’ll work directly with Nick to define the problem, prioritize changes and test the result with the people using it.
Choose the support that fits.
- Rescue & Cleanup for an existing Salesforce setup that has become difficult to use.
- Fractional Salesforce administration for regular support and a backlog that keeps moving.
- Implementation & Process Design when your systems need a more connected foundation.
Tell Nick where work gets stuck.
A missed follow-up, a manual handoff or a report nobody trusts is enough to start.
Email Nick ↗ (503) 985-6675