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A CRM for the dealer

A CRM for the dealer

Managing relations with the customer through an innovative mobile and omnichannel system aimed at increasing customer acquisition and retention.

Approach & Solution

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Approach

We provided an innovative solution for a world leader in the capital goods sector which - through its various companies - designs, manufactures and markets agricultural and construction equipment, trucks, buses and special vehicles, as well as a broad portfolio of industrial vehicle applications.
The customer's request envisaged a CRM to support and service thousands of users and European retailers, millions of customers and vehicles. The suite provided had to track the activities of retailers, win new customers and retain those already existing.

Solution

The optimal platform implemented by our team of experts is a cloud CRM based on Microsoft Dynamics 365 and the Qlik Sense platform for Dashboard Analytics.

Thanks to clean and enriched information, assured by a broader prospective database and DMS integration, the following are ensured:
  • Data sharing among retailers (e.g. contact list and customer base).
  • A specific strategy for marketing campaigns and initiatives.
  • Monitoring of sales points and measurement of their sales force.

In addition, the system is omnichannel and allows the advanced use of mobile devices, tablets and smartphones that permit timely monitoring, thus increasing the level of trust with respect to expected sales.

Results

Automation of activities with little added value

Live monitoring and measurement of the sales force

Accurate sales forecasting and management

Optimization of sales execution

Easier tools supporting resale operations

Better visibility of customers' buying intentions

Project Value

Process performance
Visibility

Enabling Technologies

Cloud
AI & Advanced Analytics  

Our Products & Other Technologies

Microsoft Dynamics 365 / QlikView

Project Team

Engineering Automotive Business Unit

Engineering365