Heavy equipment call scoring
Which calls sell machines?
76% sales lift in 90 days.
That's Caterpillar Dealers, alerted to every missed opportunity.
$20 in credits. No credit card.
The problem
Where do equipment deals slip?
Every call looks the same
Rental, parts, service and new machine calls all arrive by phone. Reps sort them by hand.
Missed deals leave no trace
In our benchmark across 72,000+ locations, teams review less than 4% of inbound calls. Lost quotes go unseen.
Some dealers sell far more
In the same benchmark, the best and worst locations perform 3x apart. The gap is on the calls.
How it works
Top dealers score every call.
01 · Find
Sort every call automatically
Each call is classified as rental, parts, service or new equipment and scored, so the right rep sees it.
02 · Fix
Get alerted to missed deals
Missed-opportunity alerts flag the calls that nearly closed, so a rep calls back while the quote is warm.
03 · Prove
Tie every deal to its campaign
Call outcomes write back to your CRM by campaign and dealer, so you and your agency see which spend sells machines.
04 · Scale
Lift every dealer to your best
Rank every dealer and rep against your network, then roll out what your top branch does.
Compare
A CRM field can't hear the call.
| What you get | Convirza | Rep-entered CRM notes |
|---|---|---|
| Call type | Classified automatically | Rep picks a field |
| Missed deals | Alert sent | Rarely noticed |
| Marketing proof | Call to purchase order | Calls by source |
| Coaching | Scorecards on every call | Manager instinct |




