Within the Automobile and Mobile Sports industry, the client, a dealership, encountered significant challenges in their customer-related efforts. Identifying, consolidating, and retaining customers proved to be a dominating obstacle for the dealership. 

One of the primary challenges was identifying their customers, both potential and current. The dealership struggled to accurately segment and understand its customer base, hindering its ability to tailor marketing strategies and deliver personalized experiences. 

Another challenge was the dealership’s inability to identify the factors that contributed to the successful conversion of potential customers into paying customers. This lack of insight prevented them from optimizing their sales processes and refining their strategies effectively. 

In addition, the dealership faced difficulties in managing appointments with potential clients and customers. Record-keeping, maintenance, and execution were a challenge, impacting it’s ability to provide a seamless experience and effectively follow up on appointments. 

To simplify the procedure, the dealership needed a CRM solution that would cater to their customers who visited physical franchise locations, as well as those who interacted through their digital footprint, formed by visiting the company websites. Balancing and integrating these two channels proved to be a complex challenge in providing a cohesive customer experience. 

Furthermore, the client required assistance in their day-to-day operations and functions. Streamlining administrative tasks, improving record-keeping processes, and ensuring smooth execution of operations became crucial for the dealership’s overall efficiency.