Name: Asset Data Manager
Author: Asset Data Manager

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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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.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Asset Data Manager

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Asset Data Manager

Overview

What is Asset Data Manager?