Texada Software, founded in 1985 and headquartered in Toronto, Ontario, Canada, is a prominent provider of software solutions tailored for the heavy equipment dealers. Equipment CRM has evolved significantly since its inception to meet the needs of modern businesses with expanded features based on user feedback, user group interactions ,integrating with other business tools and enhancing reporting capabilities. 

Customization and scalability became key focuses, ensuring the software could grow with any business size. With robust security measures and strong customer support, Equipment CRM continues to innovate,maintaining its status as a leading sales management solution. Equipment CRM has been used by over 50 equipment dealers around the world to manage their Agriculture, Crane, Lift Truck, Prime Power and Backup Power Systems business units.

Texada Software provides a comprehensive suite of solutions designed to streamline the operations of most sales focused business with the inclusion of Equipment CRM and several separate, yet supportive products that include:

• Equipment CRM Mobile: A mobile version of the Equipment CRM platform, offering Sales Reps an office while on the road. It ensures reps are as effective and efficient as possible; whether they’re in the office or out talking to their customers. 
• Customer Issue Management: A central repository that helps businesses track, manage, and resolve customer issues efficiently as well as being a centralized customer support platform
• Survey Hub: Interface surveys from various survey providers into Survey Hub and summarize the latest result in the customer header overview to ensure all employees have access to the latest customer sentiments
• COTI (Customer Order and Tracking Interface): COTI is a comprehensive order management system that tracks customer orders from initiation through fulfillment. Integrated with Equipment CRM, it provides real-time visibility into order status and inventory levels.
• IQuote: IQuote is a powerful quoting tool that simplifies the creation and management of detailed quotes for customers. Integrated with Equipment CRM, it streamlines the sales process by allowing users to generate accurate and professional quotes quickly.
• Handle: A comprehensive CRM and operational management tool. It helps businesses streamline and optimize their processes by offering modules for managing tickets, work orders, contracts, invoices, customers, returns, inventory, and more. Handle also integrates analytics and mobile accessibility, making it a versatile platform for both on-the-go and in-office management​

The company’s many varied software solutions are designed to meet the evolving needs of its clients, continually updated with new features and improvements based on customer feedback and market trends. Texada’s commitment to innovation and reliability underscores its position as an innovative leader in the equipment customer relationship management software market.

1. Recap goals, timelines of Equipment CRM
2. Recap business and operational need for Equipment CRM
3. Review Go Live Strategy and Plan
4. Review Equipment CRM Onboarding Path and importance to new users of Equipment CRM
5. Review Equipment CRM - high level brief on features, benefits, efficiencies
6. Suggest Opportunity - To determine/confirm key staff users of product - master admin, support staff
7. Define communication methods between Texada & Users, Texada & Key stakeholders 

Let’s now look at the focus of the user meeting.

As a new Equipment CRM user, the meeting will outline our Equipment CRM Onboarding Plan, key to your successful integration and adoption also including a briefing on the implementation timelines, strategy for the Go Live Launch, and Texada’s commitment to your ongoing learning and development. We are dedicated to providing you with the necessary resources and support to ensure that you fully understand the product, effectively navigate the onboarding process, and achieve proficiency with our online learning materials. 

Let’s now view a video outlining the importance of the User Meeting, following which we will look at an User Meeting Agenda. 

1. High-Level Overview of Equipment CRM
2. Implementing Equipment CRM into Your Business
3. Utilizing Equipment CRM for Daily Activities
4. Training Resources Available
5. Equipment CRM Onboarding Program
6. Go-Live Timelines
7. Availability of Training Practice Environment Post-Live
8. Q&A Session 

As we prepare for the integration of Equipment CRM, the User Meeting is a crucial opportunity for Equipment CRM users to gain a high-level understanding of the product, the Texada Equipment CRM Onboarding path, and Texada’s expectations as a new user. 

Equipment CRM has evolved significantly since its inception to meet the needs of modern businesses. Originally designed to streamline sales and CRM processes for the equipment rental and sales industries, we have expanded the features based on user feedback, user group interactions ,integrating with other business tools and enhancing reporting capabilities. Transitioning to a cloud-based platform allowed for greater flexibility and frequent updates. Customization and scalability became key focuses, ensuring the software could grow with any business size. With robust security measures and strong customer support, Equipment CRM continues to innovate,maintaining its status as a leading sales management solution.

Equipment CRM has been used by over 50 equipment dealers around the world to manage their Agriculture, Compact Construction, Crane, Heavy Equipment, Lift Truck, Prime Power and Backup Power Systems business units.  

Lets now watch a great informative video on Equipment CRM, and following that we will learn more about Equipment CRM. 

Welcome to Equipment CRM. This user-friendly application allows you to easily perform the daily tasks of selling and renting equipment, and gives you valuable insights into sales performance and metrics across your dealership. 

There are three different Equipment CRM modules, targeted to your user type: 

• Equipment CRM Sales Reps.  
• Equipment CRM Executive (Managerial Focus) 
• Search for Information function

For a brief introduction on the first two role types, let’s watch two informative videos 

Let’s now view a video outlining the importance of the User Meeting, following which we will look at an User Meeting Agenda. 

1. High-Level Overview of Equipment CRM
2. Implementing Equipment CRM into Your Business
3. Utilizing Equipment CRM for Daily Activities
4. Training Resources Available
5. Equipment CRM Onboarding Program
6. Go-Live Timelines
7. Availability of Training Practice Environment Post-Live
8. Q&A Session 

As we prepare for the integration of Equipment CRM, the User Meeting is a crucial opportunity for Equipment CRM users to gain a high-level understanding of the product, the Texada Equipment CRM Onboarding path, and Texada’s expectations as a new user.