Sales Management (Boat and Major Unit Sales)





The interactive transcript could not be loaded.



Rating is available when the video has been rented.
This feature is not available right now. Please try again later.
Published on Nov 29, 2015

Designed to help you oversee major unit inventory, track purchase
orders and receivables, manage prospects (CRM), and guide/track your sales team.

Product Details:
• Quotes can be printed and converted to contracts. Accessories,
options, prep and rig work can all be maintained on the contract.

• The system can track sales commissions. Deposits can be added to contracts, and finance and insurance calculations are built in.

• Lead management allows you to easily assign prospects to sales team members, monitoring follow-up activity, letters, and emails.

Integration includes:
• Sales history, quotes, contracts, and documents can all be attached, and a monitor is included for managing sales team activity.

• Integration with the major online credit bureaus to perform quick credit checks

• Integrated with WO Processing to track Prep and Rigging work orders

• Integrated with major dealer website platforms for serialized inventory uploads


When autoplay is enabled, a suggested video will automatically play next.

Up next

to add this to Watch Later

Add to

Loading playlists...