GLOBAL AUTO FINANCIER
Partnering to drive sales optimization and enhance customer experience
Credera and a global auto financier collaborated to implement a new customer relationship management (CRM) platform, improving customer experience and increasing cross-selling opportunities.
At a Glance
A leading global auto financier faced challenges with fragmented sales operations across multiple disconnected CRM systems, which resulted in a disjointed customer experience and inefficient reporting. Credera partnered with the client to unify sales processes, introduce best practices, and implement a new CRM system. This initiative led to the successful onboarding of over 50 sales team members, the creation of over 200 cross-selling opportunities, and a significant increase in lead conversion rates.
The Challenge
Unifying fragmented sales operations.
The global auto financier struggled with multiple disconnected CRM systems, leading to siloed processes, a disjointed customer experience, and limited cross-selling opportunities. Manual reporting processes further hindered strategic decision-making due to the lack of reliable data.
The Solution
Implementing a unified CRM system.
Credera ran two cross-product regional workshops to co-create a unified sales process. This effort introduced best practices for collaboration, automated notifications for cross-selling opportunities, and developed real-time reporting dashboards. This streamlined the sales process, improved collaboration, and enabled more informed strategic decisions.
The Results
Achieving operational efficiency and business growth.
The global auto financier successfully onboarded over 50 sales team members to the new CRM system within three months. This led to the creation of over 200 cross-selling opportunities within six months and increased the lead conversion rate to over 60%.
Enhanced sales team efficiency: Over 50 sales team members trained and onboarded within three months.
Increased cross-selling opportunities: Over 200 cross-selling opportunities created in the first six months.
Improved lead conversion rates: Lead conversion rate increased to over 60%.
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