Automotive

AUTOMOTIVE

Drive your business.

Why Salesforce is a perfect fit

Salesforce is your unified command center. It centralizes all your dealership leads in a single location: Autoscout, Subito, Manufacturer/OEM data (Casamadre), Excel spreadsheets, configured quote data, walk-in customer records, proactive recall management, and expiring finance contracts — all within one clear, 360-degree view.

Leverage AI to transform every process into a new sales opportunity and automate communication via email and WhatsApp.

Take total control of your dealership data and accelerate revenue.

Key Benefits in the Car Dealership Workflow

Salesforce integration revolutionizes daily operations, eliminating data 'silos' and allowing your team to focus on what they do best: selling and providing customer service.

The Complete Lead-to-Sale Journey

360-Degree Customer View
All customer data — from test drive requests and quotes to previous purchases and communication preferences — is consolidated into a single interface. This enables targeted offers and a highly informed sales approach.

Integration with the Quote Configurator
When a potential lead configures a vehicle on your website, all the data (model, options, estimated price) is automatically recorded in Salesforce. This eliminates data duplication and provides the sales agent with a ready-to-use and perfectly tracked customer quote.

Optimized Walk-in Management
Customers who enter the showroom (walk-ins) are quickly registered and assigned to the available sales agent. The agent instantly accesses any prior interactions (e.g., online configuration), ensuring an immediately personalized experience.

Maximize Security and Efficiency in Post-Sales Services

Salesforce doesn't stop at the sale. It is crucial for managing the after-sales phase and the service workshop:

Proactive Planning and Maintenance

Based on mileage or the last service date, the system automatically suggests the opportunity for a new service appointment, sending personalized communications to boost customer loyalty.

Automatic Recall Management

The platform automatically identifies your clientele's vehicles that are subject to recall campaigns. This triggers automatic communication workflows (email, WhatsApp) to alert the customer and book the service intervention, ensuring security and compliance.

Optimize Run-Out Strategies with Automation:

Never lose another customer. Salesforce proactively identifies expiring contracts and uses AI to predict purchase intent.

Automate Every Step:

Balloon Payment Tracking: Monitor the exact date of the final balloon payment (Maxi-Rata) or lease end.
Automated Communication: Triggers a personalized communication flow (via email/WhatsApp) 6-12 months before expiration, clearly presenting the customer's options.
Qualified Lead Generation: The system automatically generates a hot lead for the salesperson, complete with all the current vehicle data and the customer's preferences, ensuring a targeted and successful sales conversation.

Result:

You increase retention rates, efficiently manage trade-ins, and turn administrative costs into recurring revenue streams.

Automation and Artificial Intelligence (AI) for the Dealership

Intelligent Lead Scoring

AI (Salesforce Einstein) analyzes data to assign a purchase probability score to every lead. Salespeople immediately know which high-value prospects to focus their resources on to maximize ROI (Return on Investment).

AI-Powered Sales and Service Suggestions

The AI guides the team toward closing by suggesting the next optimal step to the agent (e.g., "Send Model brochure" or "Offer warranty extension"), ensuring a consistent and effective sales approach.

Instant - Automated Communication Flows

Leverage native integration with immediate communication channels like Email and WhatsApp.

Post-Test Drive Follow-up: Automatically send a summary quote via email or WhatsApp immediately after the test drive.
Order Updates: Automatic notifications on the vehicle's progress (e.g., "Vehicle in production," "Ready for delivery").
Immediate Response: Use Chatbots and automatic replies for social media channels and WhatsApp to rapidly address urgent requests 24/7.

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