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Auto Canada
Finance

On the way to efficiency

Type of project

Web,

Strategy,

Year

2021

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The challenge

For an automobile financing company operating throughout Quebec, managing customer relationships and teamwork are two key challenges. How can collaboration be simplified while improving conversion?

The solution

A new dynamic customer management platform used daily by all staff members internally has improved efficiency, better team collaboration, and increased conversion rates.

Automated actions

Reminders, automatic responses, notifications, status changes… everything has been designed for productivity and simplicity.

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Essential Reports

Valuable data is collected by the platform, which provides a detailed and time-scaled display of statistics for all sales and management staff.

A centralized messaging system

A messaging system integrated into the platform allows the team to communicate directly with clients via email or text message and keep a record of all exchanges.

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