Drive Smarter Sales and Service with Our Automotive CRM Solution

Streamline every stage of the customer journey from online enquiry to booking and service with faster response and smarter workflows.

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Overview

Deliver exceptional customer experiences in automobile sales and service using Salesforce. Our solution streamlines the entire customer journey from online enquiry to vehicle booking, and from service check-in to job card closure—ensuring faster response, smarter tracking, and stronger relationships.

Core Features

  • Lead to Booking Automation: Capture leads from the website and guide them through test drive, comparison, EMI calculation, and final booking.
  • Integrated Vehicle Comparison Tool: Customers can easily compare models by engine type, pricing, seating, and features side-by-side.
  • End-to-End Service Workflow: Manage service enquiries, vehicle check-in, inspection, technician assignment, and work plan execution in one system.e.
  • Voice-Based Customer Input: Capture service issues via voice input in multiple languages, enhancing customer interaction and efficiency.

Challenges

  • Lead leakage due to disconnected channels: Leads from various platforms (website, walk-ins, phone calls) are not integrated, causing missed opportunities.
  • Manual tracking of test drives and bookings: Reliance on spreadsheets or paper-based systems leads to delays and confusion in scheduling.
  • Service center bottlenecks and missed issues: Without standardized processes, crucial service tasks may be overlooked, creating backlogs.
  • Lack of real-time visibility into service progress: Customers and staff have limited insight into ongoing service status, impacting trust and communication.

Solution

  • Centralized lead management with real-time alerts: Integrate all lead sources into one system with automated alerts for quick follow-up.
  • Automated workflow from enquiry to quotation: Digitize and streamline every stage, ensuring no step is skipped or delayed.
  • Predefined service work plans and job card flow: Use structured templates to ensure consistency and thoroughness in service tasks.
  • Image & voice-based inspection and reporting: Enable technicians to document issues accurately using mobile-based image and voice inputs.

Compatibility

  • Requires
    Platform Cloud
  • Compatible With
    Sales Cloud, Service Cloud, and Platform Cloud
  • Salesforce Editions
    Professional, Enterprise, Unlimited, Developer, and Essentials

Product Preview

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Benefits

Benefits

  • Improved conversion from enquiry to booking: Faster response and structured follow-up result in higher lead-to-customer conversion rates.
  • Enhanced service experience with transparency: Customers can track service updates, building trust and satisfaction.
  • Reduced manual errors and improved technician productivity: Automation and clear workflows reduce mistakes and speed up task completion.
  • Stronger customer retention through personalized service: A smooth, tailored service journey encourages repeat business and loyalty.

Customer Testimonial

“Using this system, our entire sales and service cycle has become seamless. Customer satisfaction scores have improved dramatically!“

5/5

Job cards are created with predefined work plans, inspection steps, and service line items.

Yes, it can be integrated with third-party finance and insurance systems for a seamless experience.

Yes, all add-ons, service packages, and pricing are fully customizable based on dealership offerings.

Yes, complete service history is stored under each vehicle and customer profile for easy reference and repeat service tracking.

Yes, the solution is flexible and supports passenger vehicles, two-wheelers, and commercial vehicles alike.

Get C-AutoCRM installed in your Salesforce Org today and start converting smarter.

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