Complete customer management system that transformed the sales process and increased conversions by 180% in 6 months
A premium auto dealer with over 15 years in the market needed a modern solution for managing customer relationships and automating the sales process.
The client managed over 2,000 active customers using Excel and email, leading to lost leads, inefficient tracking, and lack of centralized reporting. They needed a platform to centralize customer data, automate follow-ups, and provide complete visibility into the sales pipeline.
Customer information scattered across Excel, emails and physical notes. Impossible to track complete customer history.
Approximately 30% of leads were lost due to lack of follow-up or late follow-ups.
Management had no real-time visibility into team performance and sales pipeline.
The team wasted 4-5 hours per day on repetitive tasks that could easily be automated.
We built a 100% custom CRM adapted to their workflow, focused on automation, ease of use and advanced reporting. The platform integrates all customer touchpoints into a single intuitive interface.
Centralized database with complete history: test drives, offers, communications, documents and preferences.
Automatic follow-up via email/SMS, team reminders and notifications for important events.
Real-time KPIs visualization, sales pipeline and individual agent performance.
Integrated appointment system with calendar sync, automatic confirmation and notifications.
Automatic creation of personalized quotes with financial calculation, email sending and tracking.
Responsive app optimized for phone and tablet use in showroom or at customer locations.
We chose modern, stable and scalable technologies for optimal performance
Concrete metrics after 6 months of use
Detailed analysis of existing processes, user interviews, requirements definition and UI/UX design.
Implementation of main modules: customer management, sales pipeline, automations and dashboard.
Intensive testing with sales team, adjustments based on feedback and performance optimizations.
Data migration from old system, comprehensive team training and dedicated post-launch support.
Let's discuss your needs and see how we can help you automate your sales processes.
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