Popular Questions
Some of the commonly asked questions about crmSeries are answered below.
crmSeries currently provides modules that support the following roles of a heavy equipment dealer. The roles are Parts & Service (Product Support), Equipment Sales (New & Used), Rental Department, Equipment Managers (Trade-in Evaluation), Management, and more.
crmSeries will work with any type of equipment manufacturer dealer and currently working with Komatsu, John Deere, Case, Kobelco, and independent Dealers.
Most equipment manufacturers are adapting to AMEP 2.0 standards. crmSeries currently works with Komtrax, JDLink, and siteWatch.
crmSeries DealTracker is an optional module and is used to automate post sales activities. DealTracker will help eliminate missed steps after a deal is closed.
Some but few manufacturers provide new machine pricing via an XML, JSON, or API connection for updated pricing. Most provide pricing and options via an Excel spreadsheet and usually in a format that requires major modifications. Check with your manufacturer for available formats.
Yes. The inventory from your backend system must be automated prior to quoting. We will work with your IT person to initiate the retrieval of your inventory and determine an appropriate interval to refresh your inventory in crmSeries.
The answer depends on the ERP System. Most ERP systems can export via a formatted Excel or XML file. If your ERP incorporates any APIs, this can be used to receive data. For CDK backend system, using crmSeries Connect helps with automating the data process.
If your ERP system allows other applications to send data via an API, then we would have the ability to develop a process to send the required data.
A dealer will usually receive Company Records, Company owned Equipment, and Assigned Reps. If using the Equipment Sales Quote Module, Inventory should also be received on a regular interval.
Yes, crmSeries does integrate with DocuSign and will require a separate subscription service from DocuSign.
Yes. crmSeries does have a Lead module for entering and tracking leads. crmSeries also has APIs available for receiving leads from other sources such as your dealer web site.
Yes. crmSeries does have a Lead module for entering and tracking leads. crmSeries also has APIs available for receiving leads from other sources such as your dealer web site.
crmSeries QuickStart is a Trunkey service for getting your dealer started with crmSeries. QuickStart includes creation of your database, customizing the data automation from your backend system, and Internet training. Dealer assistance is required to establish the data connection to your backend system. Onsite travel expenses in not included in the pricing.
crmSeries currently has integration with DocuSign, OEM Telematics, Avalara, Vertex, EDA, Fluid Life, Office365, Google Suites, and Microsoft PowerBI. Please note that crmSeries is not affiliated with any of the services listed above.
Let us know if you have any other questions!