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Automobile Industry with Salesforce CRM

Overview

Our work with leading automotive clients such as Inchcape has given us deep understanding of challenges like disconnected customer data, dealer collaboration, and post-sales engagement. We implement CRM solutions that unify sales, service, and marketing to deliver seamless customer journeys. From streamlining lead management and automating test-drive scheduling to enabling real-time service tracking, we’ve helped multi-brand dealership networks achieve higher conversions, stronger retention, and greater efficiency.

Challenges

Separate systems for test drives, sales, servicing, and financing caused inconsistent communication and data duplication.

Test-drive bookings, lead follow-ups, and post-sale services relied heavily on manual effort, leading to inefficiencies.

Leadership lacked a single dashboard to track sales performance, customer behavior, and service history.

Multiple touchpoints across vehicle selection, trade-ins, and financing created delays due to manual data transfers and limited transparency for customers on finance status.

Service quality and personalization varied, with customers often repeating the same information across different departments or locations.

Our Proposed Solution

Sales Cloud

Implemented to manage leads, schedule test drives, and streamline car sales across multiple locations.

Service Cloud

Service Cloud enabled centralized tracking of service history and proactive scheduling for maintenance. And use Salesforce Scheduler to book a test drive facility and book a car service feature.

Marketing Cloud

Marketing Cloud automated, personalized outreach based on customer behavior, vehicle history, and lifecycle.

Finance System Integration

Leveraged Salesforce APIs to connect internal finance systems and external lenders, automating data exchange and finance applications.

Approval Workflows with Flows

Automated approvals for finance applications, trade-ins, and discounts, ensuring faster, compliant processing.

Customer Communication Automation

Provided real-time, personalized updates on finance applications and vehicle delivery status.

Journey Builder Integration

Designed personalized customer journeys across email, SMS, and social channels—from initial inquiry to post-purchase follow-up.

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