Case Study
Increase in Dealer Efficiency
Improvement in Data Accuracy
A global leader in automotive and heavy machinery, specializing in construction and agricultural equipment, with operations across 100+ countries.
Known for its focus on durability and cutting-edge technology, the company sought to improve its data management infrastructure to enhance dealer efficiency and ensure seamless customer engagement.
With a growing global presence, the company needed a unified platform to handle expanding dealer and customer data securely and efficiently.
With the expansion of dealer networks and customer bases, the company faced inefficiencies in managing dealer-customer interactions and data processing due to fragmented systems. Major challenges included:
Siloed Data Systems: Dealer and customer data were managed across multiple platforms, including Salesforce, Dealer Management Systems (DMS), and ERP systems, requiring repeated data entry and increasing the potential for errors.
Time-Consuming Approval Processes: Each product inquiry or service request involved multiple stages of approvals across departments, causing delays in response times.
Limited Tracking and Real-Time Visibility: The disconnected systems prevented managers from accessing up-to-date information on customer requests and service orders, hindering decision-making.
Manual Documentation and Compliance Risks: Reliance on physical documents for approvals slowed down processes and increased the likelihood of compliance issues.
The company needed a solution that would:
Integrate data across Salesforce, DMS [Dealer Management Systems], and other enterprise and legacy systems to improve workflow efficiency.
Automate approval processes to reduce manual tasks and reduce bottleneck resulting in faster and improved sales and spare parts inventory.
Enable digital document generation and authorization for improved compliance and record-keeping as part of the digital transformation process.
Our team leveraged Salesforce as the central platform, seamlessly connecting it with the client’s DMS and other enterprise systems. This streamlined data flow, eliminated redundant entries, and enabled managers to gain real-time insights into operations for efficient resource allocation by way of multiple reports and dashboards.
Automated Data Synchronization: The integration ensured customer and dealer data entered into Salesforce flowed automatically across systems, reducing data redundancy and enabling efficient collaboration among the client and its dealers present across the country.
Real-Time Reporting Dashboards: Customized dashboards provided managers with immediate access to the status of dealer and customer service requests, identifying bottlenecks and optimizing resource allocation. This enhanced visibility across workflows improved decision-making and reducing turnaround time and improved sales and customer satisfaction.
Digital Documentation Integration: The introduction of DocuSign for digital signatures enabled secure approvals without physical paperwork reducing errors. This improvement reduced administrative load, ensured regulatory compliance, and enhanced processing speed. Documents like invoices and other statutory contracts were digitally generated using DocuSign and managed as part of the workflow process across users in the Salesforce platform for review and approvals.
Experience Salesforce Like Never Before. Let's Redefine Success Together.
Whether you are just starting with Salesforce or looking to improve your current setup, Minuscule Technologies can help. Our team of experienced Salesforce consultants will work with you to assess your needs and recommend the best solution for your business.
The integration of Salesforce with DMS and other ERP systems transformed the client’s data management and dealer efficiency.
Automated data workflows eliminated manual data entry and redundant processes, increasing processing speed and enabling dealers to focus on customer engagement and sales.
By eliminating repeated data entries, the integration achieved a 20% improvement in data accuracy, reducing errors and providing reliable information across systems.
Managers gained real-time visibility into dealer and customer interactions, leading to proactive issue resolution and optimized workflows.
Digital signatures ensured faster document processing while meeting compliance standards, reducing the reliance on physical documents and enhancing accuracy.
This integrated Salesforce solution provided the company with an efficient, centralized data platform that streamlined operations, increased dealer effectiveness, and improved customer experience.
With a scalable system in place, the company is now well-positioned to expand its market reach while maintaining operational efficiency and compliance.
