Run Your Business Like A Well-Oiled Machine With The New Sandhills System

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The new Sandhills System app is available in the Store of the Sandhills Cloud.

Customer relationship management. Quotes. Invoices. Rental unit scheduling. You could use several unrelated apps to manage it all, but it saves time (and mental energy) to use a business system that integrates these core functions.

“We are excited to launch our Sandhills System,” says Sales Manager Matt Sterup. “Dealers have been asking us for years to develop a business system to help organize their day-to-day functions.”

Available in the Store of the Sandhills Cloud, the new Sandhills System provides independent dealers, jockeys, small rental houses, and others with a coherent suite of tools to log and track everything important.

“The Sandhills System allows dealers to quote and invoice, manage rentals, and monitor incoming leads, and also comes with a complete CRM system,” Sterup says. “Feedback has been great, and this is another tool available to help our customer base succeed.”

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The new Sandhills System provides a cloud-based solution to manage equipment sales and rentals along with customers and leads.

Key Sales Functions

The Sandhills System auto-populates with your equipment, trucks, and other assets in Sandhills’ Inventory Management. VIP+ market, auction, and asking values help you establish pricing.

Costs. A cost calculator helps you add purchase price, service, and other costs to determine each asset’s internal book value.

Issue quotes. You can generate quotes for multiple items and add your company logo. Start a quote from an inventory item or a contact.

Invoicing. When a lead turns into a paying customer, you can invoice items directly from the quote you sent them. Taxes are automatically calculated and adjustable.

CRM

The Contacts page provides a straightforward CRM system for documenting customer communications and onboarding leads from Sandhills trade sites. It logs activities like email, phone calls, tasks, appointments, and custom activities. You can tie inventory to an activity, contact, or location, and schedule follow-ups with customers. Notifications and customer notes are coming soon.

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The Sandhills System’s Rental Board clearly indicates how many units are available each day, so you can confidently inform customers when they inquire.

Rental Management

The Rental Board helps you schedule, reserve, check out, and check in rental equipment using color-coded status indicators. You can price rental equipment in batches by category, weight class, location, and configuration (for example, with or without a cab or a hydraulic thumb). You can also set or quote pricing by individual machine, such as for a unique unit or a good customer.

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Setting for-sale prices is easy with market, auction, and asking values from VIP+. You can price rental equipment in batches or one at a time.

Get Into The System

Sandhills is actively developing the Sandhills System and making updates based on user feedback. Contact your Sandhills representative for more information or to get started using the system.

Key Benefits

The Sandhills System is a new business management solution for independent dealers, equipment jockeys, rental companies, and other professionals.

• Integration with Inventory Management
• Convert quotes to invoices
• Built-in CRM
• Lead flow and contacts
• VIP+ asset values
• Rental reservations and check-in and out
• Batch and individual rental unit pricing
• Cost calculator

A version of this article first appeared in Sandhills Magazine. You can find current and back issues in the Sandhills Magazine Archive.