Salesforce in Automotive

Project

Description: Handling CRM system, mailing campaigns, Cloud Page creation and management of requirements.

Key topics:

• Preparation of system requirements for the implementation of a new CRM system and its interfaces with related systems.
• Supporting the implementation of new functions of the CRM system to improve the client’s business processes.
• Support in the migration of data and processes between the client’s systems, while maintaining all system and business dependencies.
• Data clean-up, deduplication and update.
• Support in handling CRM system for commercial and passenger cars departments.
• Preparation of cloud pages for marketing purposes (e.g. fairs, collecting leads, tester community, etc.).
• Managing mailing campaigns, mass and personalized (customer journeys).
• Analysis and segmentation of target recipient, support in campaign planning.
• Designing dashboards and reporting regarding the effectiveness of campaigns.
• Business and technical consultancy by certified experts in the field of Salesforce Service Cloud and Marketing Cloud.

Business goals:

Increase in car sales by building a long-term relationship between the car manufacturer’s brand and cars owners:

• Implementation of advanced and modern solutions based on Salesforce in the field of online marketing.
• Implementation of profiled marketing campaigns and improvement of communication (Newsletter).
• Migration to a new CRM system (Salesforce).

Scope:

• Operational activities mainly within the German market.
• Analysis and requirements management for implementation of a new CRM system at the international level.

Challenges:

• Preparation of requirements for migration to a new system, based on the existing, poorly documented infrastructure.
• Defining new and updating existing business processes due to the requirements of the new CRM system and GDPR regulations together with roles definition resulting from them.
• Building solutions for non-standard applications of the CRM system.

Evaluation of results:

In recognition of our competence and commitment, the client decided to continue operational work with our team in the new CRM (Salesforce) implementation scope.