An Introduction to IntelliDealer
IntelliDealer™ is more than a Dealer Management System (DMS). IntelliDealer provides standard and add-on features, along with many integrated systems. These tools can be customized to optimize your branding, business operations and customer service needs. IntelliDealer facilitates enterprise business and financial reporting.
Use the Online Help menu to explore topics in any of the core IntelliDealer modules: Management Central, Financial Management, Customer Care, Product Support, Configuration and Administration.
Topics in this section include:
Why IntelliDealer DMS?
Custom-developed for dealers in Agriculture and Construction equipment, IntelliDealer DMS is built for the long haul, giving you the flexibility and insight to stay ahead in a changing industry.
-
360° Visibility—Always be in the know with full access to the data and information you need, at any time you need it, across all operational functions.
-
Complete, Flexible System—Core modules are built into the platform, not bolted on, so they work together seamlessly and are easier to update. Get a solution for your dealership when you license the product, and use only what you need.
-
Dealer Proud—Our software was built from the ground up for heavy equipment dealers. We’ve used our 40 years of experience, constant innovation and dealer feedback to stay a step ahead of every dealership’s needs.
IntelliDealer DMS Features
Designed to serve agriculture and construction dealers for over 40 years, our software helps you streamline your processes and find efficiencies in your operations.
-
Gain Real-Time Intelligence—Stop reacting and start taking control with business data at your fingertips.
-
Grow Productivity—Automate workflows and streamline operations to save valuable time.
-
Make Better Business Decisions—A single view of your business helps you find opportunities and risks.
-
Manage Customer Relationships—Build profiles, define marketing campaign audiences, and see real-time customer data with our Customer Care module.
-
Instant Financial Updates—Track records, generate insightful reports, and quickly locate detailed histories with our Financial Management module.
-
Complete Data Control—Our Management Central module lets you view mission-critical information quickly, so you can respond in real-time.
-
Deliver Superior Support—Get equipment-related data, track resources, and stay updated on your parts inventory with Product Support.
-
Task Tracker—Organize your workflows and seamlessly assign business subtasks simultaneously.
-
Technician Scheduling—Easily track and manage technicians with drag and drop scheduling.
-
Inspections System—Conduct inspections as part of your existing process, within traffic movements, work orders or independently.
-
IntelliDealer Cloud—Host your DMS solution on-site or off with our Software as a Service (SaaS) model.
-
Top-level Security—Reduce risk and gain peace of mind with our business-grade security.
-
IntelliDealer Management Central
You want on-demand access and control of your dealership’s data. So we’ve developed Management Central, an IntelliDealer dashboard that delivers what you need, instantly.
-
React in Real-time—Accurate, up-to-the-minute data enables decisive action.
-
Enhanced Intelligence—Generate insights that build a smarter, more proactive enterprise.
-
Customer Data—Analyze data such as customer location and top purchases, and get to know your customers better so you can serve them better.
-
Financial—Get real-time access to key information like financial ratios, aging of A/R and A/P, and perform credit-limit analysis of customers. Drill down into your accounts to the journal and invoice level.
-
Parts—Quickly locate individual parts within your dealership. View and analyze all critical parts information, including your inventory, sales history, inventory receipts, and open sales orders.
-
Service—Get to know your service department – from work orders open, to technicians assigned, estimated completion dates, and unbilled work. You can even view individual service contracts.
-
Live Display—Pick up on important changes and critical information as it happens. Tackle small problems before they become big ones.
-
Summary & Custom Views—Choose from more than 20 summary views to gain high-level, at-a-glance insight into key parts of your business. Build your own data access views for custom analysis of information that matters most to you.
-
Real-time Insight—Leverage data for faster and more effective decision-making with easy-to-use analytical tools.
-
Take Control—With accurate and timely data, you’re better positioned to know whether your operations are running smoothly, your dealership is performing financially, and your standards are being met.
-
Proactive Decision-Making—Access information as it comes in, so you can stay well-informed and better resolve issues before they become major problems.
-
Strategic Planning—Dive deep into your data for the insights that will help your dealership take its next step.
-
Financial Management
When time is money, the IntelliDealer Financial Management module gives you the tools to help maximize both, with unparalleled visibility and an automated single-entry system.
-
Simplify Data Entry—Single-entry processing saves time for accounting staff.
-
Maximize Usability—An intuitive interface requires minimal training and surfaces key information quickly.
-
Forecasting Focus—Comprehensive reporting and projections keep you moving forward.
-
Journal Entry System—Keep records with minimal effort with an easy-to-post system for automatic reversal, accruals, and recurring entries. View and enter financial data in the general ledger account and chart of accounts.
-
Manage Customers and Suppliers—Quickly understand the aging of accounts receivable and perform credit-limit analysis, and manage purchases and accounts payable.
-
Maintain Records—Pull up your detailed invoice history, maintain credit notes, and review statements with ease.
-
Purchase Order System—Stop manually entering and tracking purchase order details. Automatically import information from accounts payable, and effortlessly manage the acquisition of fixed assets and equipment.
-
-
Information Accessibility—Pull up graphed displays and complete records of each customer so you can retain key findings and statistics on profiles, accounts receivable, credit-limits, billing, and more.
-
Manage Payables—Equip your team with the tools to track everything from vendor invoices to distribution information, all from a single screen entry-point.
-
Easier Reporting and Analysis—Make financial reporting and analysis simple with general ledger account creation, quick edits, and fast look-up capabilities. Enter key data once and make it available to everyone.
Customer Care
Customers return to successful dealers for continued support, accurate information, and outstanding service. The IntelliDealer Product Support module helps you deliver all three.
-
Customer Retention—Attracting new customers can be expensive, and happy customers are your fiercest advocates. Keep the ones you have with a system that helps you provide the service your customers are looking for.
-
Single Source of Truth—Deliver on the answers staff and customers are looking for with an informative hub made accessible 24/7. Track all the aspects of aftermarket support in a single system.
-
Streamline Processes—Save time on manual tasks and reduce errors. Automated systems, integration with financial systems, and staff access to information helps keep your support team and your customers content.
Product Support Features
A sale is only the beginning of a relationship. Aftermarket product support drives both revenue and repeat business, which is why you need the tools to help you maximize both.
-
Achieve Transparency—Build trust with customers by delivering accurate information.
-
Keep Everyone Informed—Know exactly where parts and equipment are, and how aftermarket support is performing.
-
Boost Efficiency—Enter key data once and make it available to everyone.
-
Equipment Profile—View up-to-date, in-depth equipment data such as descriptions and quotes that your sales staff can use and trust. See exactly where everything is and why it’s being moved, and get your service agreement data at a glance.
-
Service Data Manager—Effortlessly set up service agreements and create work orders. Visualize technician availability and view the status of every work order. You can even drill into hours, dollars, parts, and labor.
-
Parts Management—Product Support is your parts hub. Always know the state of your parts inventory, including where parts are and which are in demand. Set up invoices and quotes, and they’ll always be available in one place.
-
Rental Control—Access all your integrated rental business information in one place, track your rental fleet and bill seamlessly with IntelliDealer integration.
-
IntelliTech—A time management tool that lets service technicians log time against specific work orders, and empowers them with historical information about the machine they’re working on.
Related Topics
-