Salesforce CPQ Implementation for a Dealer Management System Platform
About Client
An Enterprise Dealer Management solutions provider, focusing on using innovative technology combined with industry expertise to deliver flexible and scalable solutions for managing multiple dealers of automobile sector. The brand is known for providing a modern and customizable platform that conforms to each dealer’s unique business processes, enterprise transaction, and reporting requirements.
Challenges
- Reduce effort and time invested in creating and maintaining quotes/contracts on MS Word.
- Executing a Salesforce CPQ Renewal and Amendment path for both, dealer and customer.
- Putting in place a comprehensive set of Customer Experience Tools with estimation capability.
- Implementing Sales and F&I module, Enterprise Accounting module, and Parts & Service module.
- It was very easy for dealers to get lost in a maze of catalogues featuring products and services, leave aside producing a quote effectively. This often led to customer frustration, putting future business at risk.
