Case Study
Faster Dealer Audits
Reduction in Travel Expenses
Increase in Dealer and Sales Team's Productivity
A global automotive manufacturer managing an extensive dealer network across multiple regions. The company depended on dealers to promote, sell, and service their products while ensuring excellent customer satisfaction. As part of its operational strategy, the manufacturer aimed to streamline field operations, monitor dealer performance, and enhance incentive programs for better productivity.
The company’s dealer audits, performance tracking, and incentive management processes were largely manual, relying on spreadsheets and emails to collect data. Field agents conducting audits faced delays in submitting reports, and audits were often inconsistent, leading to compliance risks and data inaccuracies. Without real-time data visibility, managers found it challenging to monitor dealer performance effectively.
Tracking dealer visits and travel allowances was another pain point. Field representatives manually logged their travel details, leading to frequent discrepancies in allowances and disputes. As a result, valuable time and resources were spent resolving these issues. The incentive programs were also manually calculated based on fragmented KPIs, causing delays in reward distribution, which affected dealer motivation and engagement.
The company set the following key objectives:
Automate dealer audits and reporting to improve data accuracy and compliance.
Track dealer visits and optimize travel routes for better cost control and efficiency.
Streamline incentive programs with real-time KPI tracking to motivate dealers and enhance performance.
Minuscule Technologies implemented a comprehensive Salesforce solution, integrating workflow automation, Google Maps, and KPI dashboards to streamline dealer operations. The solution covered audit digitization, real-time travel tracking, and automated incentive management, creating a unified platform to enhance operational efficiency. Following the key components of the solution:
Minuscule replaced the manual auditing process with a digital audit checklist accessible on mobile devices.
Field agents used Salesforce to capture data, upload photographs, and submit reports in real-time during dealer visits. Automated reminders ensured audits were conducted on time, improving compliance and accountability.
All audit results were immediately available to managers via Salesforce dashboards, providing instant insights into dealer performance and compliance gaps.
Minuscule integrated Google Maps with Salesforce, enabling the company to track dealer representatives’ visits in real-time. Representatives used the system to check in and check out during visits, log locations, and record the time spent with each dealer or customer.
The integration also optimized travel routes, ensuring field agents could plan their trips efficiently, saving time and fuel.
Trip logs were automatically compiled to calculate travel allowances accurately, eliminating disputes and ensuring fair compensation.
Salesforce dashboards were customized to track critical performance metrics (KPIs), including sales volume, service quality, customer satisfaction, and support metrics.
Dealer performance was evaluated continuously, and the system provided real-time rankings, allowing dealers to monitor their progress toward incentive targets.
Incentives were automatically calculated and distributed on time, improving transparency and motivating dealers to meet their targets.
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The digitization of audits reduced report submission time by 30%, improving compliance and data accuracy.
Managers had instant access to audit results, allowing them to address performance issues promptly.
Optimized travel routes and accurate trip logs resulted in a 20% reduction in travel expenses.
The automated travel allowance calculations eliminated disputes, improving employee satisfaction and freeing up administrative resources.
Real-time KPI tracking increased dealer engagement, leading to better service quality and higher sales performance.
Timely and transparent incentive distribution improved dealer motivation, resulting in a 11% increase in productivity across regions.
Automated workflows streamlined dealer management operations, reducing the administrative burden on the company’s staff.
Compliance risks were minimized as audits were conducted consistently and on schedule.
