Optimize equipment reservations on Salesforce
Fast, efficient equipment reservations managed entirely on Salesforce, so your sales teams can optimize opportunity loans with confidence.
A centralized booking system
A consistent booking system built on your existing Salesforce processes and records, giving you a complete view of available inventory.
Configure smart automations
Let Salesforce do the heavy lifting. Set up automations to speed up the reservation process and free up your teams.
Real-time notifications & alerts
Users receive instant notifications about booking confirmations, changes or conflicts. This keeps everyone informed and helps prevent double bookings or missed reservations.
How your reservation process could look
- Reserve Equipment: Sales Reps can reserve inventory by creating equipment requests, which can be routed for fulfillment and approval.
- Conflicts: In case of any conflicts, such as overlapping reservations or unavailable equipment, the system identifies the conflict in real-time.
- Fulfill Reservation : Once reservations are made, these can be fulfilled and automatically converted to loans or assignments for shipment.
20k loans processes every month
We’ve helped global organizations with hundreds of thousands of assets set up a consistent equipment reservation system.
“It’s revolutionized our demonstration operations”
"With a click, our sales team can now move from an opportunity, to requesting equipment, and know that what they see on the screen will be available when they need it.
It has revolutionised our demonstration operations and allowed us to change and streamline processes. The old issue of demonstrations being our biggest problem has become a distant memory."
Lynette Staunton, Salesforce Administrator, Olympus Australia
Request, reserve and manage equipment bookings on Salesforce
