Optimizing Dealer Operations for a Mobility Manufacturer

Background

An anonymous mobility manufacturer needed stock visibility, reservations and more flexible quoting across a European dealer network. This case describes Salesforce portal features, integrations, dealer sharing and custom VAT-related pricing logic.

Project Team

Challenges

Unsynchronized product catalogs:
Addressing discrepancies between Salesforce and ERP product catalogs through thorough analysis.
Salesforce CPQ limitations:
Overcoming Salesforce CPQ limitations in calculating VAT and altering Net & Gross prices, considering diverse country-specific rules
Product name change:
Implementing custom functionality for product name changes during quotations.
Dealer hierarchy complexity:
Navigating complex dealer hierarchies, ensuring visibility of reservations within the intricate structure.

Solutions

Timelines

12 months

Budget

$100 000+

Client

NDA

ERP integration:

Our expert-designed REST API integration in cooperation with AWS and ERP development team.

Integration with local dealer management systems:

Developed REST API integration with AWS and the client’s development team.

Adobe Campaign integration:

Designed REST API integration with AWS and Adobe development team.

Salesforce platform:

Automated functionality for updating reservation statuses.
Added fields to identify service agents in dealer accounts.
Automation for sending notification emails to dealer service agents.

Experience Cloud:

Custom LWC components for remote stock access and reservations.
Implemented a sharing model for reservations within dealer hierarchies.

Salesforce Revenue Cloud:

Data model design for VAT management.
Replaced standard CPQ Package price fields with custom fields.
Custom CPQ Calculator Plugin for VAT calculations and pricing flexibility.
Implemented validations for quote and contract data transfer.

Results

Improved dealer efficiency
Dealers gained the ability to view their remote stock directly in the Salesforce Experience Site. That leads to better inventory management and the ordering process.
Quotation controls: The team configured VAT-related data and pricing logic for the project’s country rules.
Simplified product management
Dealers can effortlessly add products without the need to individually input each product into the client’s system, saving time and effort.
Proactive maintenance notifications
Service employees receive prompt maintenance notifications. This ensures a prompt response to customer service needs.
Streamlined contract information transfer
The seamless transfer of contract information from Salesforce CRM to local management systems enhances data accuracy and reduces manual data entry.
Increased system integration
The project results in a more integrated and cohesive system, where Salesforce CRM seamlessly interacts with the client’s ERP system, creating a unified platform for dealer operations.
Enhanced user experience
The added functionalities contribute to an improved user experience for dealers, making it easier for them to navigate, manage, and transact within the system.
Cost savings and efficiency gains
Automating and streamlining processes enable the client to achieve cost savings and efficiency gains, contributing to overall business success. This showcases the project’s success in overcoming challenges and delivering tangible benefits to the client’s European dealer network.