Driving Smarter Automotive Operations
Helping an automotive business streamline dealership operations through connected data, smarter workflows, and automated customer communication.
Talk to our ExpertsA More Connected Dealership Experience
An automotive business looking to streamline operations, strengthen customer visibility, and improve the experience for customer relationship executives, advisors, and buyers.
The Challenges
Critical Business Challenges
Hot leads were scattered across separate Excel sheets maintained by each Customer Relationship Executive.
Customer Advisors were not automatically notified when an Opportunity was assigned to them.
Customers were not consistently informed about the advisor handling their enquiry.
Customer names, phone numbers, statuses, and ownership details were stored in different places.
Managers had limited CRE-wise visibility into hot leads and active customer opportunities.
The Solutions
A Connected Digital Solution
Hot Rating data was loaded into Salesforce Opportunities using phone-number matching.
Flow-based WhatsApp notifications automatically informed Customer Advisors about new assignments.
Customers were automatically notified when an advisor was newly assigned or changed.
Customer information was centralized on one Opportunity record.
CRE-specific reports, folders, and sharing rules improved visibility across the sales team.
Kefaru's Solution
Smarter Dealership OperationsWith Salesforce
Kefaru connected customer data, dealership workflows, notifications, ownership, and reporting to help automotive dealerships improve operational efficiency and customer engagement.
Ready to Transform Your
Business?
Get a free Growth Audit. We'll identify bottlenecks, uncover automation opportunities, and show you your path to growth with Kefaru.