Equipment CRM - User Interface Overhaul

A number of exciting user interface updates are coming to Texada’s Equipment CRM, formerly known as SalesLink! The application has been given a fresh, modern coat of paint, and screen elements have been updated to improve visibility and usability.

These improvements are designed to make your Texada experience more streamlined, intuitive, and enjoyable than ever before! Check out the above video for a tour of the new Equipment CRM, or keep scrolling for examples of updated pages!

Better Lists

All list elements throughout the entire application have been updated. This includes the Prospect and Customer lists, the Opportunities list, the Outstanding Leads page, the Accounts Receivable page, and many more. The text has been adjusted to make information easier to see, and rows will now be highlighted when you hover your mouse over them, making it easier to pinpoint what you’re looking for.

Sales Rep Calendar Page

The landing page for sales reps has seen both visual and layout changes. Calendar items are now color-coded for visibility, and a new Suggestions panel can be found on the right side of the screen. The left navigation menu contains the same useful links as before.

Prospect, Customer, and Lead Information

When viewing a prospect, customer, or lead, important customer information will now be displayed in the top-right corner of the screen. Information is now organized into a clearer hierarchy, and buttons have been resized and colored blue for visibility.

Executive View

The updates to Equipment CRM’s user interface also apply to the Executive view, where the experience for sales managers has improved. Pages such as the Performance Summary page (pictured) have received a visual refresh, making them easier to navigate.

Customer Search

The Customer Search tool has also been redesigned as part of this update! Pages such as the Outstanding Leads page (pictured) will benefit from the changes outlined in the “Better Lists” section above. Click in to an opportunity to see the updated Lead details page.

Gatekeeper

Finally, Gatekeeper has also been updated! The new looks for the Latest New Requests page and Request Details window are pictured above.

This redesign incorporates many more changes not mentioned in this article. We hope you enjoy exploring the new Equipment CRM, and that it makes your workday more convenient and efficient than ever!