AGENTDEALER is a software platform designed for the office technology industry, enabling dealers to manage customer relationships, sales processes, and assets from a single, centralized system. Built on Salesforce.com, AGENTDEALER provides tools for capturing customer and prospect information, tracking activities, identifying new leads, managing assets, and expanding sales pipelines—all accessible via mobile, tablet, or desktop.
The platform integrates with a dealer's existing data and serves as the central hub for sales representatives to build and send quotes, conduct account reviews, and monitor opportunities quickly. AGENTDEALER also features advanced workflow automation to support standard business processes and comprehensive reporting capabilities for strategic decision-making.
How Was AGENTDEALER Started?
AGENTDEALER was founded by a team with significant experience in office technology and software implementation, including Ed Barfield (CEO), Charles Oliveria (President), Michelle Barfield (CFO), Rohan Santora (Director of Sales), Todd Miller (Director Implementations), and Tami Dittemore (Vice President Operations). Their combined expertise has shaped the platform into a customizable solution for dealers seeking more from their CRM systems. More about the team can be found on their About page.
Who Uses AGENTDEALER?
AGENTDEALER primarily serves office technology dealers looking to modernize and streamline their sales and asset management processes. Some of their customers include John Lowery, Michael Reid, Dave Mueller, and Mark VanDenHoek, reflecting their focus on organizations involved in office equipment and technology sales.
What Makes AGENTDEALER Different?
AGENTDEALER stands out by offering a tailored CRM experience specifically for office technology dealers. Its foundation on Salesforce allows for extensive customization, and the platform’s unified approach helps users efficiently manage quoting, reviews, and pipeline expansion. The ability to access all features on any device further supports productivity and mobility for sales teams.
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