Feature Description
We have developed integrations between EliteBrokers and EliteMarinas, and from EliteMarinas into EliteBrokers. These integrations facilitate seamless lead sharing between brokers and marinas, allowing boat buyers to be referred for mooring and marina customers to be referred for brokerage services. This integration removes the need for users to access both systems, streamlining collaboration and ensuring that opportunities are not missed. It supports cross-selling and enhances the customer journey by connecting related services.
🔷 ImportantThis feature functionality is only available in version 2.0 or later of EliteBrokers.
Business Uses
Cross-sell Marina services to boat buyers.
Refer Marina customers interested in selling their boats to Brokers.
Streamline collaboration between sales and Marina teams.
System/User Requirements
Requirement | Description |
|---|---|
EliteBrokers Premium Licence | This feature requires you to have a EliteBrokers Premium licence assigned. |
PowerApps Per App Plan | This feature requires you to have a Microsoft PowerApps Per App Plan assigned. |