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Agentdealer®

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Company Market Research Report: AgentDealer®



Company Overview



  • Name: AgentDealer®

  • Mission: To redefine what an effective CRM means for the office technology industry by providing a customized, easy-to-use platform that enhances sales performance.

  • Founded by: No information is available.

  • Key People:

  • Ed Barfield, CEO

  • Charles Oliveria, President

  • Michelle Barfield, CFO

  • Rohan Santora, Director of Sales

  • Todd Miller, Director of Implementations

  • Tami Dittemore, Vice President Operations

  • Headquarters: 14422 Shoreside Way, Ste. 110-150, Winter Garden, FL 34787

  • Number of Employees: No information is available.

  • Revenue: No information is available.

  • Known For: AgentDealer® is known for being a secure, cloud-based, and scalable CRM solution specifically designed for the Office Technology industry to enhance sales performance and team collaboration.


Products



CRM Platform: AgentDealer®



High-Level Description


AgentDealer® is a CRM platform specifically designed for the Office Technology industry. It offers a robust mobile option, collaboration tools, and a secure cloud-based data solution, ensuring businesses can grow strategically by accessing data anytime and anywhere.

Key Features


  • Account & Contact Management: Provides a 360-degree view of customers, including activity history and key contacts.

  • Deal Management: Comprehensive view of team's deals with insights into stages, products, and competition.

  • Team Collaboration: Centralized communication through the "Chatter" system for efficient teamwork.

  • Asset Tracking: Automated tracking of usage, maintenance, and performance with linked systems.

  • Task & Events Management: Focuses on relationship-building activities to close more deals.

  • Systems Integration: Automates renewal notifications and performance alerts from back-end systems.

  • Territory Management: Structures sales teams based on geographic attributes or verticals.

  • Workflow & Approvals: Guides sales agents through sales processes with flexible approval systems.

  • Reports & Dashboards: Provides real-time business insights for sales forecasting and pipeline analysis.


Recent Developments



  • New Partnerships: Introduced partnerships with several companies to offer enhanced marketing tools and expand capabilities for customers to manage their branding and messaging more effectively.

  • Updates: The company has engaged with Salesforce’s Summer '21 updates for continuous platform improvement.

  • High User Adoption Focus: Emphasized ensuring clients derive maximum benefit from the CRM, leading to more sales and enhanced performance.


New Products or Features Launched


  • QuoteBuilder: A feature allowing quick creation and sending of digital quotes to expedite sales processes.

  • Seamless Integrations: Added integrations with various partners to expand CRM capabilities.

  • Mobile Data Access: Improved mobile app functionalities for real-time access to crucial business data.


Partnerships


  • Partnered with companies offering marketing tools such as TaskRay for project management, Vidyard for video selling, CEO Juice for AI integration, and Zoominfo for B2B intelligence to bring more resources to customers.


Overall, AgentDealer® positions itself as a leading CRM solution in the Office Technology industry by providing targeted tools and features while continuously adapting to market needs through strategic partnerships and technological advancements.