Our Solutions

Customer Engagement

The only customer engagement solution your dealership will ever need.

NAXT Customer Engagement Sales

It’s all about bringing people and technology together to achieve your goals.

We offer a single solution that not only connects your back and front offices, but also takes full advantage of Microsoft’s unique ecosystem to address all your business needs in one place.

Our customer engagement solution addresses needs for:

Sales & Marketing

Ensure your equipment dealership’s future growth with NAXT

Field Service

Position your equipment dealership for growth by reducing costs, complexity and risks

Service Technician Checking Service Work Ticket
NAXT CRM Dashboard on Laptop


Your sales reps are most valuable when they are out in the field and that’s exactly what NAXT CE Sales & Marketing has been designed for. It’s a one-stop-shop for minimizing downtime and maximizing profits, by ensuring that your sales people can remain mobile and productive at all times. Close more deals by improving your response time and prospecting decisions with:

  • Opportunity management customized for equipment deals
  • Quick insights to equipment availability
  • 360° view of equipment record history (rental, service, warranty etc.)
  • Template based sales quotations to help sales reps with accurate and effortless quoting

Unified Quoting

The NAXT CE quotation framework enables sales reps to quickly assemble a sales quotation using quote templates and include modifiers, such as marketing programs, warranty, freight, standard service jobs, trade-ins, parts items and discounts among others. and generate customer facing quote documents.

Sales Rep Quoting a Rental Agreement
NAXT Equipment Configurator Functionality on Laptop

Equipment Configurator

The equipment configurator provides a step by step graphical wizard-type user interface that guides the sales person through the entire configuration process. The Equipment Configurator is outfitted with OEM compatibility check, built-in user defined steps for optional, mandatory, single or multi-choice components and optional packages. It even supports adding dealer-built components to the machine configuration for maximized profitability for the dealership!

NAXT CE: Field Service App

Get the data field service technicians need and take action on-the-go.

We also know that your field service technicians always need to be ready to assist your customers. NAXT CE’s field service module brings some of the most comprehensive sets of predefined business processes known to our industry to an easy-to-use mobile solution.

It enables your Field Service technicians to get the data they need and take action in NAXT Field Service, on-the-go, without ever having to interact with their underlying, complex and often difficult-to-use ERP solution.

Field service dispatcher are also able to create, quote and schedule service calls right out of NAXT Field Service, while accessing all the necessary information stored in the core ERP solution.

NAXT Field Service Screens on Laptop and Mobile Device

Increase customer satisfaction and decrease downtime with:

  • Field Service on-the-go – Offline mode
  • Customizable mobile application
  • Pre-built dashboards
  • Field Service scheduling

With NAXT Solutions, it’s easy to see your return on investment.

Benchmark your departments

With a single system and unified processes, you can monitor and rank your branches, locations, or service shops, enabling you to control best practices and implement them everywhere. It also allows you to reward actual performance and maintain organizational agility.

Watch your profitability

NAXT collects all costs and revenue information on each piece of equipment, regardless if it is in the new, used, or rental fleet. Furthermore, service costs and revenue are tracked to the machine, so any equipment has a holistic financial view.

Retain your workforce

A valuable and intuitive system can add to a technician’s capabilities by reminding them with checklists, optimize operations through dynamic workspaces, and speed up onboarding. The system will not replace experience but will enable those with less experience to follow correct procedures based on specific circumstances.

Keep up with rental growth

To make equipment rental profitable, you must consider financing costs and depreciation, among other expenditures, and compare those to revenue. Based on this information, executives and rental managers can decide which type of equipment and service they should invest in when extending their rental portfolio.