Salesforce Solutions Built for Equipment Companies

Practical implementations that fit your equipment business workflows - Delivered in weeks not months

Win more deals and protect recurring revenue

Your sales team needs to see equipment availability, quote quickly, track opportunities through your sales cycle, and manage renewals before contracts expire. We configure Sales Cloud specifically for equipment business workflows.

Pipeline Management

  • Track quotes from enquiry to contract
  • Visibility by equipment type & location
  • Automated follow-up reminders
  • Mobile access for field teams

Equipment Visibility

  • Real-time availability when quoting
  • Equipment specs at your fingertips
  • ERP integration for accurate stock
  • Reduce double-bookings

Quote Automation

  • Generate quotes in minutes
  • Daily/weekly/monthly rate configs
  • Package deals & bundles
  • Digital signatures

Renewals Management

  • Automated contract expiry alerts
  • Renewal pipeline tracking
  • Historical value analytics
  • Protect recurring revenue

Reporting & Analytics

  • Performance by rep & region
  • Pipeline forecasting
  • Win/loss analysis
  • Executive dashboards

Deliver faster, better service with complete visibility

Your service team handles breakdowns, maintenance requests, delivery issues, and customer questions daily. Service Cloud gives them everything they need in one place — no more hunting through emails or spreadsheets.

Case Management

  • Log & track every issue
  • Prioritise urgent vs. routine maintenance
  • Automated case routing
  • SLA tracking

Omnichannel Support

  • Email-to-Case automation
  • Customer self-service portal
  • Phone integration
  • Mobile app for field techs

Customer 360° View

  • Complete rental history
  • Equipment on hire
  • Service history & issues
  • Communication log

Knowledge Base

  • Troubleshooting guides
  • Internal documentation
  • Self-service articles
  • Reduce repeat questions

Field Service

  • Schedule technician visits
  • Mobile customer access
  • Parts tracking & ordering
  • Time tracking & completion

Service Analytics

  • Response time metrics
  • Customer satisfaction scores
  • Common issues by equipment
  • Technician performance

Connect Salesforce to your ERP and business tools

Your team shouldn’t jump between systems to see customer history, equipment availability, or rental status. We integrate Salesforce with your existing tools for complete visibility.

ERPs

  • Track quotes from enquiry to contract
  • Visibility by equipment type & location
  • Automated follow-up reminders
  • Mobile access for field teams

Accounting

  • Sage
  • Xero
  • Quickbooks

Documentation

  • DocuSign
  • PandaDoc
  • Sharepoint

Communication

  • Outlook & Teams
  • Gmail & Calendar
  • Slack

Telematics & IoT

  • Equipment sensors
  • GPS tracking
  • Usage monitoring

Connect with a Consultant

Fill out your information with the form provided and one of our team members will reach out to you shortly.

Salesforce for Equipment Companies UK