Rental, Sales & Customer Management Modules

rentalresult software to manage your rental business

Control, visibility and flexibility

Whether rental makes up 90% of your revenues or sales and service dominate your business, the rentalresult rental and sales modules are designed to meet your needs. Woven into all our functionality is the fully integrated CRM and Customer service applications giving you a 360 degree view of your customers.

When used with our unique business tools: The rules engine, e-commerce, SOA platform and Price optimization the rental, sales and customer management functions can drive performance and cut costs by up to 50%.

Rental, Sales and Customer management Key Features:

• Branch control center for managing the complete rental and sales cycle from quotation through to allocation of assets, picking and off-rent
• Sales control center for a salesman centric view of customers, debt, outstanding quotations and availability for both rental and sales contracts
• Real-time view of rental reservations and availability within a branch, region, division, company or across multiple companies
• Product configurator driven by the rentalresult Rules Engine to automate product selection process based on product specification, customer requirements and your own internal processes
• Manage rental and sales items together on one contract or separately depending on your business model
• Multiple level rental and sales rates and pricing policies based on product type at branch, region, customer, transaction and company level with discounts configurable by duration and quantity. Average and on-demand or utilization based pricing also available. See our Price Optimization features for more information
• Additional service charges for rental and sales contracts managed as transaction specific suggested services such as delivery, pick-up and insurance charges
• Internal document management functions fully integrated to allow site drawings, specification requirements etc to be linked to rental and sales quotes and contracts
• Insurance management based on customer details and insurance certificates recorded against the customer account
• Fully integrated to the AR to manage both credit status and credit approval and required workflows around this process
• Fully integrated customer service and CRM functionality including
  • Customer and prospect profiling
  • Contact management
  • Automatic recording of sales person activities
  • Quotation management including lost sale and quote conversion tracking against both prospects and existing customers
  • Bought list functionality
  • Ability to integrate to other CRM systems such as SalesForce.com using our standard SOA platform.
• Customer Service functionality to allow you to link customer service calls to customers, quotes, contracts, assets on rent etc to track all customer interactions. Includes:
  • Ability to generate swap out or a pick up from a customer call
  • Ability to attach a breakdown script created using our unique Rules Engine
  • Ability to create a prospect or customer profiling script to capture data during a call and feed information to the prospect or customer profile again using our unique Rules Engine

Rental specific functionality

• Specialist handling of attachments, accessories and kits allowing you to define relationships between different types of equipment and to track the dispatch and return of accessories at the same level of detail as main pieces of equipment
• Sub-rental or Re-rental management directly from within rental contracts allowing you to manage re-rented assets as though they were your own yet maintaining a clear financial differentiation between owned and re-rented assets. See our Asset lifecycle features for more information
• Duration based rental rates by hour, day, week, month, quarter, year and virtually any other required combination. Rental rates may include minimum periods, suspended charges and upfront or in-arrears billing
• Full control of swap out processes including dispatch of replacement assets, return of original asset and damage processing within the same contract

Sales specific functionality

• Ability to manage both sales of company assets as well as ex-fleet or used equipment sales AND to manage true sales of either equipment or parts with the original assets are purchased specifically for the purpose of sale
• Purchase of equipment and parts directly from within sales contracts allowing you to manage sales on a just in time ordering basis if required. See our Asset lifecycle features for more information
• Ability to include warranty information on sales contracts and invoices
• Real-time view of sales reservations and availability within a branch, region, division, company or across multiple companies
• Manage customer returns through controlled transactions which automatically handle credits and asset register changes including re-instating sold assets