Workflow Automation - Automotive
Our Client, a leader in commercial vehicle solutions, streamlined their processes and improved data integrity by implementing automated workflows, significantly reducing errors and boosting efficiency.
The Problem
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Our Client faced operational inefficiencies due to:
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Data duplication from limited visibility, leading to overlapping client accounts.
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System clutter, where each truck sale was logged as a separate opportunity.
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Manual processes for contract generation and TTL, slowing productivity.
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Custom access needs for sales representatives requiring detailed yet limited views.
The Solution
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Custom Sharing Rules:
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Enabled sales reps to view limited details of non-owned accounts to avoid duplication.
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Allowed employees to update account ownership on inactive accounts, minimizing conflicts.
Streamlined Opportunities:
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Introduced opportunity products under accounts, simplifying the system by consolidating truck sales into unified opportunities.
Automated Processes:
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Automated contract generation and TTL workflows, ensuring each truck sale became an asset automatically.
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Configured a system to auto-create assets and associated opportunity products for multiple truck purchases.
The Results
2X Faster Sales Documentation:
Automated workflows cut the time required for truck sales processing in half.
33% Reduction in Errors:
Improved data integrity reduced manual entry mistakes, enhancing transaction accuracy.
Increased Employee Efficiency:
Streamlined processes allowed employees to focus on strategic tasks, improving overall productivity.