Automotive

Unified Dealer Contact Platform

Comprehensive dealer contact platform to centralize data, track communication, and boost engagement efficiency.

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Overview

The client manages a nationwide dealer network supplying automobile and industrial equipment and parts. Rapid expansion exposed outdated contact books, missed follow-ups, and siloed dealer performance. Leadership needed a secure, cloud-first platform to centralize every interaction, automate reminders, and surface real-time analytics that too without disturbing existing CRM and ERP flows.

20% Increase

Dealer Retention Rate

40% Reduction

Administrative Hours

5x

Faster Visibility

Challenges

Fragmented Contacts

Dealer data lived in phones, emails, and disparate CRMs, hurting collective analysis.

Missed Touchpoints

Teams lost track of calls, meetings, and renewal dates amid manual reminders.

Opaque Performance

Headquarters lacked a single view of dealer revenue and activity trends.

Solution Highlights

We modernized dealer management by merging contacts, streamlining workflows, and upgrading security for better engagement and operational efficiency.

Centralized dealer management

Created unified dealer profiles with complete interaction history and secure role-based access to improve visibility and trust.

Streamlined engagement tracking

Automated call, meeting, and email logging with calendar sync, smart reminders, and task scheduling to reduce missed commitments.

Performance insights & workflow automation

Delivered dealer health dashboards, drill-down reports, and automated workflows for approvals, onboarding, and lead hand-offs.

Seamless integration & enterprise-grade security

Integrated with CRM/ERP via REST APIs, enabled mobile access for field reps, and strengthened security with AWS hosting, encryption, and CI/CD.

Business Impact

A comprehensive dealer management platform to strengthen engagement, improve efficiency, and enhance visibility across all interactions.

Unified dealer modules

Replaced fragmented tools with fully integrated modules, increasing data trust and accelerating workflows.

Complete interaction tracking

Achieved 100% auto-logging of calls, meetings, and emails, reducing missed follow-ups to near zero.

Actionable performance insights

Delivered live analytics that highlight underperforming regions and guide coaching and incentive strategies.

Secure contract workflows

Reduced turnaround time and compliance risk through streamlined, secure document handling.

Ready to unify dealer relationships and drive revenue growth?

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