Part 4: Cultivating Your Sales Pipeline
Stop losing equipment sales to “paper notes” and forgotten follow-ups. Learn how to manage your sales pipeline using a CRM to track every deal stage—from New Lead to Won.
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Part 3: Capturing and Organizing Leads Before Your Competitors Do
If your CRM isn’t optimized to handle your leads quickly, then you’re making your job harder than it needs to be. Curing and organizing your leads quickly sets you up for success. The faster you contact the lead, the more likely you’ll get a sale.
Part 2: Build the Right Foundation Before You Set Up Your CRM
Most CRM failures aren’t software problems — they’re process and people problems. Before you log into your CRM (or our SimpleCRM) and start clicking, you must first define how your dealership operates.
Part 1: Sticky Notes Don’t Sell Tractors. Why It’s Time to Connect, Cultivate and Convert with a Simple CRM!
A CRM (Customer Relationship Management system) puts every interaction in one place — calls, emails, notes, quotes, and next steps — so nothing disappears. Instead of guessing where a deal stands, you and your team can see it instantly… and then close the deal!
Tractor Dealers Without CRMs: Our CRM Survey Exposes A Costly Practice
A smooth, reliable sales process isn’t just about selling more cars, trucks, tractors, mowers, or farm eqiuipment—it’s about building lasting relationships. Here are our best practice-based steps to help you capture every lead and turn them into a happy, long-term customer.
From Hello to Happy Customer: 7 Steps to a Smarter Sales Process
A smooth, reliable sales process isn’t just about selling more cars, trucks, tractors, mowers, or farm eqiuipment—it’s about building lasting relationships. Here are our best practice-based steps to help you capture every lead and turn them into a happy, long-term customer.
Why Use a CRM?
Whether you sell tractors, lawnmowers, farm equipment, or cars and trucks, optimizing your relationships via a CRM is critical for your long term success. If you manage those relationships poorly, you will lose money. Do it well, and you will maximize profits and build strong customer loyalty.
When Corporate Responsibility is Personal
Next time you find yourself talking about DEI programs for your company or dealership, don’t settle for platitudinal programs that do very little other than look good. Make it personal instead. Involve yourself. Make a commitment… and get to work!
Welcome to the World Bree Anne!
Let us introduce you to Bree Anne Gunnels, the latest member of the SurgeMetrix family. Bree Anne is the pride and joy of Barry and Brooke Gunnels. Barry, who runs Deployments for us, is not as tired as the Mom, but both are in great spirits. We have high hopes for baby Bree! Think about … Read more