Salesforce Consulting · Implementation · Support

Automotive

Automotive businesses manage a network of dealers, service centers, and customers who expect consistent service regardless of location. We connect dealer management, service scheduling, and customer data into one Salesforce org.

Industry focus

One customer record across every dealer and service visit

Dealer networks tend to operate semi-independently — each location books its own leads, runs its own service bay, and keeps its own notes on a customer, if it keeps them at all. Service history piles up siloed per location, and by the time that same customer is due for a renewal or a trade-in, the sales team has no visibility into what happened at the service desk years earlier.

We build the Salesforce layer that closes that gap — one record that follows the customer from their first lead through every service visit, at whichever dealer they walk into, so the relationship doesn't reset every time they change location.

  • Dealer network management
  • Service scheduling & history tracking
  • Parts & inventory visibility
  • Customer lifecycle, lead to service renewal
  • Multi-location rollout & governance
AU

What this typically covers

Dealer networkUnified account structure
Service CloudScheduling & history
Parts & inventoryLayered in over time
Lead → renewalOne customer lifecycle
Where we usually begin

A dealer network before the inventory layer

Most automotive engagements don't start with everything at once. A typical starting point is Service Cloud configured around a dealer network — service scheduling, case tracking, and a shared customer view across locations — before layering in parts and inventory visibility once that foundation is in place and adopted. It's a deliberate sequence, not a shortcut: get the customer record and service workflow right first, then extend outward.

Is customer history stuck at whichever dealer they last visited?

Tell us how your dealer network and service centers currently share — or don't share — customer data, and we'll tell you honestly what it would take to fix it.