Departments
MDMS for equipment dealer sales teams
Equipment sales is not like SaaS sales or retail sales. A single deal involves identifying the unit in stock, configuring the options, valuing a trade-in, arranging finance, revising the quote multiple times, and eventually capturing a formal sign-off before an order goes to the workshop. MDMS gives sales teams a single workspace for every step of this process — visible in real time to sales managers and dealer principals.
Outcomes
Faster quote turnaround
Build a fully itemised quote — equipment, options, trade-in, freight, registration — in under 10 minutes. Send for customer review and digital e-signature without leaving MDMS.
Higher conversion through pipeline visibility
A visual kanban pipeline shows every deal at every stage. Deals at risk are flagged by inactivity. Lead scores guide focus to the highest-probability opportunities.
Margin visibility on every deal
Unit cost, option costs, trade-in carrying cost and freight are tracked on every quote. Margin % shown per line and per quote total — colour-coded to flag deals below threshold.
Capabilities
CRM pipeline with lead scoring
Track prospects from first enquiry through every stage to won or lost. Log calls, emails and meetings. Lead score updates automatically based on engagement and deal progression.
CPQ quoting with configurator
Build equipment configurations with required and optional add-ons. Mutually exclusive options enforced. Quote versioning preserves every revision. Customer e-signature captures legal acceptance.
Trade-in handling on quotes
Add trade-in units to quotes with assessed value, condition, and estimated reconditioning. Trade-in unit gets its own inventory record with history tracking to eventual resale.
Sales order and build order creation
Approved quotes convert to sales orders in one click. Build orders and supplier POs created automatically for equipment requiring dealer-fit work. Profitability tracked through to invoice.
How it connects
One platform, one data flow
When a sales order is created, MDMS automatically creates a build order for workshop and a set of draft purchase orders for the required options. The salesperson sees live build progress on the sales order — which tasks are done, which parts are still on order, what the target delivery date is. When the build is complete and commissioned, the SO moves to ready-to-invoice and Finance can generate the invoice with one click.
Frequently asked questions
- Does MDMS have a CRM for equipment dealers?
- Yes. MDMS includes a built-in CRM pipeline designed for equipment sales cycles — with lead management, a kanban pipeline board, CPQ quoting with live margin visibility, trade-in handling, and digital e-signature for quote acceptance. No separate CRM subscription required.
Ready to see MDMS in your dealership?
Start a 14-day free trial — no credit card, no implementation fee, no sales call required. Or book a personalised demo with our team to see your workflow in MDMS.
Related features
CRM for Equipment Dealers
Track leads, prospects and customer relationships across the full equipment sales lifecycle, from first call to repeat purchase.
Sales & Quoting
CPQ-grade quoting tuned for capital equipment: configurations, trade-ins, finance options and commission tracking baked in.
Equipment & Inventory
Manage new, used and demo equipment with full status, location, configuration and service history per serial number.