Development of an Omnichannel Sales Discovery and Data Integration Portal for Automotive Equipment Services

The client’s sales teams currently rely on manual, paper-based processes during onsite customer discovery visits, followed by time-consuming data entry into CRM systems via slow, VPN-protected servers. This results in prolonged onboarding times for new staff, inconsistent data collection, and delayed opportunity updates, adversely affecting customer experience and operational efficiency.

A mid to large-sized dealership network specializing in vehicle and equipment infrastructure sales and service, seeking to modernize their sales discovery and quoting processes.

• Improve the customer experience and maximize Net Promoter Score (NPS).
• Reduce the time required to generate and deliver accurate customer quotes.
• Minimize expenses incurred from missed or incorrect information during site visits.
• Create a centralized data model that enables real-time synchronization of discovery data with the CRM system.
• Develop an intuitive, guided portal that standardizes the sales discovery and quoting process.
• Enable rapid onboarding and training of new sales team members, reducing training duration by over 90%.
• Achieve high adoption rates of the new platform among sales staff, targeting at least 80% initial usage.

• User authentication and role-based access control for sales teams and managers.
• Dashboard displaying active opportunities with status, progress indicators, and recent updates.
• Deal overview pages with detailed information on each opportunity, including associated dealership locations (“campuses”) and departments.
• Interactive wide-area network (WAN) configuration canvas with drag-and-drop functionality for building campus diagrams, including icons for building types and locations, with the ability for managers to approve diagrams via digital signatures.
• Satellite view integration to search dealership addresses, generate aerial imagery, and place access point indicators with contextual questions.
• Department-specific workflows with conditional questions guiding hardware and service data collection.
• Real-time data synchronization with CRM, automatically updating opportunity, campus, and department records upon save.

• CRM system (e.g., Salesforce or equivalent) for opportunity and client data management.
• Mapping API (e.g., Bing Maps) for satellite imagery and location visualization.
• Authentication services for secure user login and role management.

• System should support simultaneous access by at least 100 concurrent users.
• Data synchronization latency must be under 2 seconds to ensure real-time updates.
• High security standards, including encryption for data at rest and in transit.
• Platform must ensure data integrity and prevent loss during updates.

The implementation of this portal is expected to streamline the sales discovery process, reducing staff onboarding time by over 90%, achieving 80% initial adoption among sales teams, and accelerating quote delivery cycles. These improvements will lead to enhanced customer satisfaction, more accurate and complete deal data, and overall increased operational efficiency.