SALESFORCE IMPLEMENTATION
Vehicle Inspection Module for a Fleet Management Firm
Client Profile
The company, headquartered in the United States, produces wireless asset-tracking systems designed for commercial and industrial vehicles.
Category
Salesforce
Project Overview
MAVA Partners facilitated the transition of a prominent fleet management service provider from their outdated Oracle system to a modern cloud-based Salesforce platform. This transition allowed the company to revamp their entire customer structure, resulting in enhanced insights into customer connections. Utilizing a mobile-oriented approach, they effectively handled digital inspection reports.
Business Requirements
The company sought an upgrade to replace its outdated in-house legacy system, which necessitated frequent maintenance and updates. Their operational procedures included multiple manual tasks, which consumed many employee hours. Enhancing customer service was a priority, and they aimed to establish a fresh customer hierarchy to emphasize connections between different accounts. They aimed to discontinue the use of the legacy invoice generation tool and adopt a system supported by Salesforce. The company wished to track the status of each vehicle and digitally record inspection details.
THE MAVA PARTNERS’ SOLUTION
MAVA Partners team skillfully helped transition to a cloud-based platform through a step-by-step migration process that also streamlined existing business operations. Our team introduced a new architectural framework and transferred the current business procedures to the Salesforce platform. Throughout the deployment phase, we offered guidance to ensure a seamless shift to the cloud-based system. Our team’s approach included suggesting a new architectural design, executing the Salesforce deployment, and relocating existing business processes. In collaboration with our client, MAVA Partners provided continuous support during the deployment phases. To address specific business needs, we developed and integrated custom applications. Our team restructured the customer hierarchy by introducing customer sites as a replacement for individual customer accounts. Furthermore, we updated the partner community mapping to align with the customer-side modifications. To implement these advanced features, MAVA Partners customized the Rootstock and FinancialForce AppExchange solutions within their Salesforce system, establishing profiles and permissions based on Rootstock objects.
Technologies
- Salesforce Sales
- Salesforce Service
- Rootstock ERP
- FinancialForce
- Native Mobile Apps
Positive Outcomes for Business
MAVA Partners’ team successfully implemented Salesforce to integrate data related to vehicles and their owners, enabling technicians to quickly access vehicle information and enhance customer service efficiency. Furthermore, the introduction of a customer hierarchy system allowed them to adopt a more customer-focused approach. This, combined with mobility solutions, streamlined their operations, resulting in personalized and punctual services.
- Enhanced Customer Service: The new customer categorization, based on the customer site, enables the company to distinguish between installation locations, facilitating a more customer-centric perspective.
- Improved Operational Efficiency: Partners and dealers now have easy access to installation site details and primary account information for billing purposes.
- Streamlined Processes: The time taken to process quotes and finalize deals has been significantly reduced through automation.
- Efficient Invoice Generation: The integrated invoice generation process has been simplified and expedited.
- Real-time Tracking: Mobile applications enable the real-time monitoring of vehicle information and operational status.
Key Features
- Revamped the customer structure to enhance management efficiency.
- Implemented mobile solutions for real-time vehicle data capture while on the move.
- Tailored Rootstock and FinancialForce AppExchange solutions to specific needs.