Salesforce CPQ Implementation for a Dealer Management System Platform
Business Challenges
- Reduce effort and time invested in creating and maintaining quotes/contracts on MS Word.
- Executing a Salesforce CPQ Renewal and Amendment path for both, dealer and customer.
- Putting in place a comprehensive set of Customer Experience Tools with estimation capability.
- Implementing Sales and F&I module, Enterprise Accounting module, and Parts & Service module.
- It was very easy for dealers to get lost in a maze of catalogues featuring products and services, leave aside producing a quote effectively. This often led to customer frustration, putting future business at risk.
