Bring your asset information together

Manage contacts, equipment and projects within one connected system.

Asset Data Manager brings important business information together, helping users support equipment management, reporting, valuation and marketing activities without relying on disconnected records or multiple platforms.

Store images, documents and equipment data sheets against the relevant records, and build a clearer understanding of customer interests by tracking equipment purchased, owned or viewed.

Capture comprehensive equipment records

Create detailed records for individual assets using information such as:

• Make and model
• Year of manufacture
• Operating hours
• Odometer reading
• Vehicle identification number
• Engine serial number and rating
• Registration details
• Load rating and carrying capacity

Images, PDFs, specifications and other supporting documents can be stored directly against each equipment record, helping users manage acquisition, procurement, valuation and disposal activities more efficiently.

Information already held within the platform can also be used to generate market assessment reports, valuation reports, sales flyers, brochures, catalogues and packing slips.

Create more consistent valuation workflows

The integrated valuation module provides a structured environment for preparing and documenting equipment valuations.

Capture equipment details, attach supporting images and documents, and record the research and professional reasoning used throughout the valuation process.

Users can:

• Apply predefined Bases and Premises of Value
• Select appropriate valuation Approaches and Methods
• Record Research and Key Input commentary
• Assign up to two values to an equipment record
• Maintain reusable assumptions, definitions and explanations
• Store certifications, qualifications and disclaimers

Integrated Market Data also supports comparable research, helping appraisers and valuers prepare more consistent and evidence-based valuation reports.

Collaborate through secure multi-user access

Provide authorised team members with secure, web-based access to shared contact, equipment and project information.

Multi-user access allows colleagues to work from the same current records, helping improve collaboration, reduce duplicated effort and minimise information being held across disconnected systems.

Whether working within a small team or across a larger organisation, users can access the information relevant to their role and responsibilities.

Turn asset information into sales opportunities

Connect contact and equipment information to create more targeted sales and marketing campaigns.

Select relevant contacts and assets, prepare email communications and review campaign engagement through campaign reporting and statistics.

Equipment can also be published directly to an integrated website, helping reduce the repeated handling of asset descriptions, specifications and images.

Website integration is subject to technical review and compatibility requirements.

Organise projects, activities and tasks

Plan, coordinate and monitor work through connected projects and scheduled tasks.

Assign contacts and equipment to individual projects, record key activities, establish priorities and maintain visibility over upcoming work.

Projects can be created for activities such as:

• Marketing and asset disposal
• Procurement
• Appraisals and valuations
• Equipment inspections
• Sales activities
• Internal operational requirements

Project types and workflows can be customised to better reflect the way your organisation operates.

Research the market alongside your assets

Market Data is included as an integrated feature within Asset Management plans, providing access to current and historical equipment listings and sales results from six global regions.

Research equipment across 18 major sectors and 348 specialist subcategories, with available information including:

• Make and model
• Year of manufacture
• Operating hours and odometer
• Sale type
• Asking and sold prices
• Currency
• Region, country and state

Daily foreign exchange data supports international price comparisons, while access to thousands of OEM-based equipment data sheets assists with equipment identification, technical research and professional valuation activities.

Explore the Market Data Analytics plan.