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Office Equipment Dealers

Vertilocity can help power your growth and digital transformation in the competitive office equipment dealer industry.

Trust Vertilocity for Your Office Equipment Dealer Services

Vertilocity, along with our parent company, HBK CPAs & Consultants, has deep experience supporting office equipment dealers. As business and technology experts, we equip office equipment dealers with reliable, scalable IT solutions that drive operational efficiency, maximize data security, and enhance your sales processes.

Sales Focus

We deliver specialized solutions that empower your sales team to work more efficiently and close more deals. Our Relevant App leverages Power Apps licensing with custom Dataverse tables to help your team meet and exceed goals, turning data into actionable insights that drive revenue.

Integration

We seamlessly connect your business applications, eliminating data silos and creating a unified workflow across your organization. Our proven integration expertise covers essential office equipment dealer platforms including EAutomate, Leasing Vendors, CEO Juice, EDA, DocuSign, Click Dimensions, and ConnectWise.

Migration

We ensure smooth transitions from your existing systems to our optimized platforms with minimal disruption to your business operations. Our experienced team specializes in migrations from Sherpa, Salesforce, and other industry-specific CRM systems, preserving your valuable customer data and historical information.

Custom Development

We build tailor-made solutions that perfectly fit your unique business requirements and workflow needs. Our development team creates seamless experiences using React development with Fluent UI packages, while our Power Platform customization services enable you to maximize your Microsoft investment.

Comprehensive Solutions for Office Equipment Dealers

Dynamics CRM for Office Equipment Dealers

Transform your customer relationships with a CRM solution tailored specifically for office equipment dealers. Our expertise helps you manage leads, track opportunities, and nurture customer relationships throughout the entire sales cycle.
Streamlined sales processes with automated workflows for quotes, approvals, and follow-ups
Rep Assignment management across multiple business segments with customizable criteria
360-degree customer view integrating sales, service, and support interactions
Integration with industry-specific applications like EAutomate, CEO Juice, and EDA

Power Platform for Office Equipment Dealers

Leverage Microsoft’s powerful suite of business tools to create custom solutions that address your unique challenges as an office equipment dealer.
Power Apps development with custom Dataverse tables to capture equipment-specific data
Quote Tool implementation that reduces administrative burden and ensures correct configurations
Automated workflows using Power Automate to connect your sales and service departments
Custom dashboards and reports with Power BI to track sales performance and service metrics

Business Applications for Office Equipment Dealers

Implement comprehensive business applications that streamline operations across your entire dealership, from prospect to installation and ongoing service.
Seamless integration with leasing vendors, DocuSign, and ClickDimensions
Migration services from legacy systems like Sherpa and Salesforce
Custom development using React with Fluent UI for a consistent user experience
Comprehensive implementation of Microsoft 365 Business Applications tailored to your industry
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Learn more about our services and solutions for office equipment dealers. Get in touch today.

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