Asset Data Manager

Asset Data Manager is a CRM solution designed specifically for the heavy equipment industry. It caters to businesses of all sizes operating in this industry, including equipment owners, valuers, financiers, insurers, and equipment dealers. According to the vendor, the software streamlines business and marketing processes by integrating contacts, equipment, and projects.

Key Features

Accessibility: According to the vendor, the solution allows users to access their contacts, projects, equipment data, historical sold and for sale data in real time, anywhere, anytime via a secure web-based SaaS solution.

Increase productivity: The software seamlessly integrates contacts, projects, and equipment, potentially reducing the need for duplicate data entry and increasing efficiency and productivity, according to the vendor.

Automate marketing: The solution provides built-in email templates for powerful marketing campaigns, enabling users to target more buyers for their equipment sales. The vendor claims users can easily publish equipment directly to their website* for increased visibility.

Market Data: Users can access current and historical for sale and sold equipment data, which may provide credibility when considering equipment values, according to the vendor.

Equipment Management: The software allows users to organize their equipment data with multiple fields such as make, model, YOM, hours, odometer, VIN, engine serial, engine rating, registration number, load rating, carrying capacity, and more. Users can also upload images and PDFs to manage equipment acquisition, procurement, disposal, and valuation. The vendor states that users can generate multiple reports for market assessments, valuations, sales flyers, brochures, catalogs, and packing slips.

Company Management: The solution offers a central platform to manage contacts, equipment, and projects. Multiple modules integrate as one for a complete data management and marketing solution. Users can track equipment purchased, equipment owned, and equipment viewed to better understand their contacts' needs, according to the vendor.

Contact Management: The software allows users to store and manage their contacts' information, including their interaction with the equipment. Users can track their contacts' equipment purchases, equipment ownership, and equipment views to personalize their marketing efforts, according to the vendor.

Multi-user access: The platform supports multi-user access, enabling efficient collaboration within small or large teams. Users can securely share data and access it anywhere, anytime via a web-based SaaS solution, according to the vendor.

Generate sales: The software enables users to streamline their marketing campaigns by seamlessly integrating contacts and equipment. Users can select contacts, select equipment, create email sales campaigns, and monitor real-time campaign statistics. According to the vendor, users can also publish equipment directly to their website* with a simple "one click" to avoid duplicating images and data.

Create projects & schedule tasks: The solution provides tools to plan, manage, and track work with projects and tasks. Users can assign key contacts to projects, allocate equipment to projects, and schedule tasks to prioritize workflow. The software allows customization of projects to suit various business needs, such as marketing projects, procurement projects, or appraisal and valuation projects, according to the vendor.