Accurate estimation of parts and costs for repair orders and over-the-counter purchase orders

Customer is an Enterprise Vehicle Manufacturer Company that aims to create sustainable mobility without compromise in cars that are intuitive and liberating.

Achieved a start-to-finish workflow for customer engagement  

Ability to give accurate estimation of parts and costs for repair orders and over-the-counter purchase orders

Employees can now time track their repairs in Salesforce via desktop and mobile

Greater visibility for approvals and communciation using Experience Cloud

Executive Sponsor

Service Products Leader

Industry

Automotive

Products

Service Cloud, Field Service

Services

Transformation & Implementation

Challenges

Customer needed a dealer management system to track vehicles and services related to the vehicles

  • Customer experience needed improvement, when bringing in vehicles for repair in a service center, they needed better engagement and communication with customers during service appointments
  • Customer had pain points from a lack of management in different companies
  • Needed inventory tracking for Service Centers and Satellite Service Center

Results

Uptima transformed the business:

  • Designed emergency communication system for vehicles with custom API
  • Through Salesforce Voice, created an in-depth phone tree to quickly connect customers to the help desk and support
  • Supported build out of knowledge base for new customers
  • Used best practices to create a dealer management system with SFS
  • Created custom flows and Lightning Web Component for SFS

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