- Our Work
Our client is one of the largest car dealers in Mexico, with a net of stores across the country. Today, they offer car models on-the-ground, at the stores, and online. The online sales channels include multiple websites, a Facebook page, and a live chat.
The client needed a single place to organize their sales activities. The company’s sales cycle involved many participants, lacked transparency, and required lots of tedious, manual work.
How Many Sales Reps to Sell a Car?
The company has perfected its sales to the point where it knows 100% what a prospect needs to hear, from whom, and when. Every single car sale requires a lot of effort from a well-coordinated team of sales reps.
We were surprised to learn that it could take up to five team members working with a prospect to make it rain. According to the company, its customers could get communications from several of its employees. That caused confusion and sometimes repelled their prospects.
The Client’s Request
To coordinate its sales better, the car dealer has fine-tuned a foolproof framework of processes. To get a feel for the scale of things: the company has four follow-up routines, up to fifteen steps each.
At the same time, the company’s sales agents had to cooperate using all sorts of channels like WhatsApp and email. The sales staff was also to use an internal legacy CRM, a spreadsheet in Google Drive, and Google Calendar. The same held true for agents’ communications with prospects. On top of that, the sales reps relied on the manual distribution of leads.
No wonder the car dealing company was scouting around for a solution to streamline the process. They decided to bring everything into a single system that could provide insights.
This search for a CRM-panacea brought the company to Creatio — a CRM and a perfect sales process automation platform. Since Velvetech is a trusted Creatio implementation partner, our conversation with the client was only a matter of time.
How We Did It
Working on large-scale projects is the same as eating an elephant — one bite at a time. So our first bite was to put together a Functional Design Specification (FDS). The document outlined the features of the required solution. We had to go through several discovery sessions and prepared a doc with requirements.
Pull Data from Landing Pages
The way lead generation was set up at the car dealer company was via email. Its sales staff gathered all data from the forms on eighteen landing pages via emails. The forms had various, non-uniform data fields, and it was quite common for customers to fill a form on one landing page and then do the same on another page.
We set out by combing through and unifying data fields on forms across all landing pages. Without overloading you with details, after some manipulations with Creatio, we gave the customer a code snippet for the pages. Once the code snippet had been added to the web pages, all data from the forms started flowing directly into the new CRM. Here’s to the autonomous lead creation!
Migrate Data from a Legacy CRM to Creatio
The legacy CRM platform couldn’t incorporate all required workflows and didn’t integrate with the rest of the sales tools the company was using.
As with any CRM migration project, Velvetech worked hard on mapping the fields in both CRMs to carry over 100% of data into the new CRM platform. Being able to customize Creatio CRM to the client’s liking by adding, removing, or editing fields significantly speed up the process.
We also double-checked for duplicate records and data integrity once the migration had finished.
Automate Leads Distribution and Processing
As mentioned earlier, sales agents had to rely on manual round-robin leads distribution. To avoid errors and to save time, the client and Velvetech have thought out a rigorous algorithm for assigning new leads to sales agents automatically.
To enhance leads processing even further, we have added all actions that the sales reps may take with the prospect before she or he becomes a client. If a record remains unattended for a set amount of time, automatic notifications fire up.
Integrate with Live Chat, Google Drive & Google Calendar
Gubagoo is a chatting platform for car dealers that enables instant messaging with customers as they browse a car dealer’s website. Our team was able to integrate this instant messaging tool with Creatio to make sure all leads end up in the same place.
We also integrated Creatio with Google Drive and Google Calendar to allow the company to continue using their products of choice.
One of the top-priority tasks for our customer was reports about the key performance metrics. We implemented five types of reports in the Creatio CRM platform.
Now the company’s management team can access the reports in the dashboard to get an overview of how their sales teams are performing.
Implementing Access Rights
Finally, Velvetech added user roles into the new CRM to allow users to see and modify only those records that had been assigned to them. Even though several users can view the same data, only team members with specific access rights can perform any actions with the lead.
CRM Migration Drill
As with any CRM migration project, flawless data mapping is at the core of a successful project resolution. And the project was no exception. Besides, we always prefer to stay on the safe side by following our own CRM data migration checklist.
While we didn’t have to follow the checklist to the letter, we did start by aligning all stakeholders’ requirements. We then munched through all the stages including training sessions for the client’s team.
We often work on projects hand in hand with other teams, which also contribute to the development. This project was one of those, as there was another team in California responsible for the client’s landing pages.
Due to our experience and flexibility, we quickly found a solution: From the get-go we established a single point of contact in both teams.The outcome was a well-coordinated collaboration, with our team working fully in sync with the Californian team.
Sales Process Automation
The customer has received a single home for all its leads — Creatio. The CRM automatically pulls lead data from all available resources and supports manual entry. Once inside Creatio, a customer record follows a predefined life cycle until it becomes a sale.
To make sure all leads are taken care of, the CRM pushes notifications to sales reps or their managers when there is an action they need to take on a lead.
The car dealer’s management team now has the data on their sales team performance readily available — right in the CRM dashboard. The sales reps will certainly like a shared log of communications with prospects.
While all team members have access to leads, only managers or admins can delete or edit them. Besides, only assigned users can modify customer records.
Additionally, all company’s data is now protected with state-of-the-art technologies provided by Creatio: the CRM supports six layers of security. You can find more details on how Creatio secures your data in one of our blog posts.
How often do you find yourself in a situation when you start a project and let the dev team follow the Functional Design Specification through? Meaning there are no new features, no functionality that gets replaced or tweaked, etc. In our experience, it’s a rare case.
And this car dealer’s project is no exception. We have piled up a lot of feature requests since the start of the project. Fortunately, we know too well that doing everything at once is not always the best idea. Focusing on the functionality laid out in the FDS we were able to deliver the solution on time and within the specified budget.
Now is the perfect time to experiment and add new features as sales teams wrap their heads around the new solution and come up with more optimization ideas.
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