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Sales Discovery Portal Enhancement & Expansion

launchpadlab.com

Automotive

Heavy Truck

Recreation

Heavy Equipment

Challenges with Manual Sales Discovery Process

CDK's sales team relies on a cumbersome, manual discovery process using pen and paper, resulting in slow data entry, lengthy training cycles for new hires, missed requirements, and inefficient quoting. The existing process lacked standardization and real-time data synchronization with Salesforce.

About the Client

CDK Global provides end-to-end retail commerce solutions for automotive, heavy truck, recreation, and heavy equipment dealerships.

Project Objectives

Standardize the sales discovery process across all CDK dealership partners.
Reduce time-to-market for customer quotes.
Improve data accuracy and minimize 'No Charge' expenses.
Accelerate onboarding and training of new sales team members.
Enhance customer experience and maximize Net Promoter Score (NPS).
Ensure seamless data synchronization between the sales discovery portal and Salesforce.

Functional Requirements

Deal management with opportunity tracking and progress visualization.
Interactive WAN configuration tool with drag-and-drop campus layout.
Satellite view integration with Bing Maps for site mapping and access point identification.
Department-specific workflow cards with conditional questions.
Automated data synchronization with Salesforce CRM.
Reporting and analytics on discovery process efficiency and data quality.

Preferred Technologies

Progressive Web App (PWA)

Salesforce

Bing Maps API

Integrations Required

Salesforce CRM
Bing Maps API
Internal Installation Teams APIs (for WAN configurations)

Key Non-Functional Requirements

Scalability to support a growing sales team and dealership network.
High performance and responsiveness on mobile devices and tablets.
Data security and compliance with industry regulations.
Intuitive user interface and ease of use.
Reliable data synchronization with minimal latency.

Expected Business Impact

This project is expected to significantly improve sales team efficiency, reduce training costs, enhance data accuracy, increase customer satisfaction, and drive revenue growth for CDK Global and its dealership partners. The projected 90% reduction in training time and the increased efficiency in the discovery process are anticipated to yield substantial cost savings and improved sales performance.