Navigating the road to success requires more than just speed—it demands precision and agility. For an industry leader in developing and marketing vehicle service contracts, managing complex sales processes and tracking performance was becoming a challenging ride. Despite their extensive network and long-standing relationships with “A” rated insurers, they faced several obstacles that were stalling their progress.
Challenges
The dealer struggled with outdated systems and manual processes that created roadblocks in their sales operations. Duplicate warranty systems and inefficient data entry methods hampered their ability to manage accounts effectively. With no clear visibility into account ownership or sales activity, targeting new and existing accounts by region became a major hurdle. Furthermore, the management team lacked real-time access to critical sales KPIs, making it difficult to steer their strategies with precision.
Solution
Ascend Technologies stepped in with a high-octane solution that turbocharged the dealer’s sales strategy. By implementing Salesforce Sales Cloud, we introduced advanced sales pipeline management, forecasting, and reporting capabilities. We configured activity management to offer clear visibility into future sales data and designed custom fields and automations to keep the management team updated on their top opportunities. Additionally, Salesforce Mobile was set up to provide a seamless on-the-go sales experience, ensuring that the team could stay productive no matter where they were.
Outcome
The dealer now enjoys enhanced visibility into their forecasting results, allowing for more accurate sales reporting. With insights into strategic geographical markets and key accounts, they can focus their efforts more effectively. The introduction of real-time data entry via Salesforce Mobile has streamlined their sales process, while the ability to effortlessly report key metrics has empowered the team to drive their performance to new heights.
Need some help?
By shifting to Salesforce Sales Cloud, this automotive warranty dealer has not only overcome their sales challenges but has also accelerated their path to success, proving that with the right tools, every drive can lead to a winning destination.
Ready to shift gears in your sales strategy? Discover how Ascend Technologies can help you achieve your goals.
