65 branches in one CRM
- Organisation
- Hedin Automotive
- Role
- Product Owner
- Period
- 2019 – 2021
Challenge
Customer data was spread across 7 clusters and 65 branches. Leads arrived through different channels and management had no view of follow-up or pipeline.
Approach
From the holding company we led the implementation of Microsoft Dynamics 365 Customer Engagement. We set up a single lead process: leads from the website, the importer and phone arrived centrally and were routed automatically to the right branch and salesperson. Workshop data was linked to sales.
Result
Sales, workshop and marketing work from the same customer view. Lead follow-up time dropped from 8 hours to 1 hour, and management sees conversion and pipeline per branch. Customers with an older vehicle or an expiring lease now reach the salesperson as an opportunity.