Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The ADV software streamlines the entire sales workflow on a single interface, facilitating everything from budget creation to order completion and invoice generation. While preparing a quote, you can conveniently email it to the client and monitor all dispatched quotes until they convert into actual sales. To initiate a budget, navigate through Launches \ OS Sales \ OS Sales and select the New Budget option, or alternatively, right-click on the desktop, choose Sales OS, and then click on New Budget. You can identify the customer by entering the beginning of their name or a portion of it, and to search using just the initial, hit enter; for searching by a part of their name, simply click the button beside the input field. If the customer is not already in the system, you can register them by clicking on the underlined customer field. After selecting a customer, you can then click on the button at the top to retrieve related details, including the seller, payment terms, payment type, and carrier information, ensuring a comprehensive overview before finalizing the budget. This integrated approach not only enhances efficiency but also improves communication with clients throughout the sales process.
Description
Customers can access the equipment they require promptly, ensuring it is available at the appropriate location and price. CloudSuite Equipment offers a robust ERP system and rental software solution tailored for equipment sales, rental businesses, parts sales, and service centers, all backed by a secure cloud infrastructure and a user-friendly interface. By utilizing the powerful process automation features of Infor M3, which is a part of the CloudSuite Equipment suite, an agricultural equipment manufacturer was able to enhance its performance, benefiting from a more accessible interface while obtaining a clearer perspective on timelines and budgets. Throughout the implementation phase, Infor's skilled and dedicated support team established realistic goals, ultimately leading to a successful rollout and exceptional problem-solving assistance. This strategic approach not only improved operational efficiency but also fostered a greater understanding of resource management within the company.
API Access
Has API
No
API Access
Has API
No
Integrations
MarkMagic
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ADV Tecnologia
Founded
1994
Country
Brazil
Website
www.advtecnologia.com.br/
Vendor Details
Company Name
Infor
Founded
2002
Country
United States
Website
www.infor.com/products/cloudsuite-equipment
Product Features
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
Yes
HR Management
No
Inventory Management
Yes
Order Management
Yes
Project Management
No
Purchase Order Management
Yes
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
Product Features
Equipment Rental
Asset Tracking
No
Barcoding
No
Billing and Invoicing
No
Customer Management
No
Inventory Management
No
Maintenance Management
No
Order Management
No
Reservations Management
No
Utilization Reporting
No