Inventory Challenges? The CRM Answer
Ask yourself these three questions about how you handle inventory. They’ll show you whether a CRM with the power to align your inventory and customer data might be the next step for your dealership.
Find Equipment 3 Times Faster with Inventory Search
With tight inventory supply and high demand, how do you find the right equipment for your customers? Do you deal with long, cumbersome dealer stock unit searches or delayed updates to available inventory queries? What roadblocks hinder you from finding the right inventory? Consolidating equipment data into one easy-to-search platform that shows accurate inventory status, photos, and trade-in details. In turn, salespeople have the ability to quickly query the right inventory records, wherever they make deals.
Eliminating Roadblocks
Anvil App Works has created the industry’s most robust digital inventory management system, eliminating inventory search roadblocks like:
- Prolonged equipment searches
- Duplicate data entry from system to system
- Constant back-and-forth between systems for information
- Having machines sold out from under you
Anvil’s secret sauce? A powerful, data-driven engine that works to consolidate, digitize, automate and analyze the information it pulls from your dealer business systems. Find out how Anvil puts you in the driver’s seat.
Consolidate Data to Quickly Find the Right Inventory
Anvil connects directly to dealer business systems to consolidate the current dealer stock unit data together. Searching then becomes easier, faster, more mobile, and provides more accurate results.
To find the right inventory use one of the built-in search features:
- Search Bar: Narrow the search results in the drop-down menu as you type, continuously making the quick-click options more specific for immediate access.
- Filtered Search: By store, in-stock, type, model number, etc. helps to narrow stock options.
- Recently Viewed: Need to find the record you viewed this morning? It only takes one click. A drop-down menu accesses recent activity for quick navigation.
- Wildcard Search: An advanced search option that ensures you see all the applicable records in your search. Wildcard search allows you to create searches that include a single-character variable, or multi-character variation.
AI-driven search bar narrows inventory options and accesses potential actions as you type.
Furthermore, using the search bar also displays a range of information and activities that connect you to tasks quickly:
- Type a stock number to display features, options, and notes on units.
- Click a button to start a quote that automatically loads to JDQuote2.
- Click a name to go to a customer record.
- Log a call, text or email, right from the dropdown box.
It’s all right there at your fingertips.
Cloud-Based Data Storage Allows Access from Anywhere
Digitizing dealership data and processes creates many advantages, but the most powerful is mobile access. Consolidating all data sources into one cloud-based platform allows access from anywhere, on any device. Whether you are calling on a customer on the farm, on the road between locations, or standing out in the lot, you can:
- Complete fast, up-to-the-minute inventory searches.
- Look-up historical information about a machine or customer.
- Create a quote.
- Make a service request.
- Schedule a delivery or pick-up.
Anvil’s mobile capability allows you to get the deal done in front of the customer, while you hold their attention and interest.
Automate Notifications and Be the First to Know
For the sales rep, knowledge is power. Having the right stock unit to offer could mean the difference between a win or loss in any given deal. The Inventory app keeps you updated on the most current inventory information through powerful automation.
Automation provides:
- Notifications when new stock units become available or return to stock
- Holds on stock units while customers make decisions or arrange financing
- Reminders as holds approach release deadlines
- Updates when stock you quoted was sold by another sales rep
Automating inventory tasks makes you more effective, while reducing the time and energy you devote to research — time you can use to create stronger connections with customers and build your sales volume.
Analyze Data for Real-time Results
Incorporate robust metrics and inventory reports to improve sales success. For example, automate your aged inventory marketing program instead of manually curating and distributing the spreadsheets of equipment that qualify for special pricing. Real-time updates and easy-to-search list views ensure salespeople always see the most accurate program information.
Other key inventory reports for salespeople include:
- Individual sales goals:
- Have I sold enough?
- Am I tracking with sales from the year prior?
- Status of inventory sold:
- Is it on order? Is it in stock? If not, when will it be in stock?
- What still needs to be invoiced?
- Quoted inventory:
- What other open quotes exist for this piece of equipment
- What price was quoted for each?
- Is this piece of equipment popular? How many open quotes does it have?
Empowering You to Sell
Empower your sales team to do more selling, faster, with less effort and fewer hang-ups. Set up a demo today and learn more about how Anvil will transform how you work.
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