“We have been delighted by Ignyto’s advice, professionalism and their service. We will continue to partner with Ignyto for our Partner Engagement solution.”
“Ignyto were recommended by Salesforce to us and we have been delighted by their advice, their professionalism and their service. We will continue to partner with Ignyto for our Partner Engagement solution.”
Project Details:
- Region: UK
- Industry: Manufacturing
- Sub Sector: Vehicles (Eco Friendly Taxis)
- Size of company: 200 to 500
About the customer:
LEVC’s London Taxi or Black Cab is an integral part of British history, and are proud to be the only manufacturer and retailer of this iconic and distinctly British Motor Vehicle.
LEVC have launched an electric taxi with zero emissions and have a vision to see the iconic Black Cab on the streets of all major cities around the world.
Business Requirement and Customer Challenges:
- Salesforce has been brought in to manage multiple stakeholders and sales across the dealerships especially for sales of the new electric taxis across the dealership network in the UK.
- A simple implementation had been carried out, and Ignyto were brought in to streamline processes and to allow the relationships directly with Drivers, Fleets, and Legislative bodies.
The challenge was to set up a process where leads could be converted into direct customer or Business accounts seamlessly with the relevant opportunities, and to have the correct permissions and assignments in place so that where needed information was locked down at the dealership levels.
LEVC also needed a mechanism with which to receive leads from Enquiry Manager including their web leads.
Reporting on key business KPI’s and activities was also important for management information and to manage activities so a suite of reports and dashboards were created.
Project Overview:
Sales Cloud Configuration
- Clean up objects and build new fields
- Create Account types including Person Accounts to take account of Drivers, Fleet and Legislative Accounts
- Create Roles and Permissions
- Create key reports and dashboards
- Custom object for ‘Current Vehicle Information’ with link to Account
- Integration with Enquiry Manager (3rd party tool)
- Upgraded to Enterprise Edition in order to deploy code to take web leads and map to Lead fields on a regular sync
Results:
- Greater efficiencies in terms of user experience and much greater visibility of sales from reporting and clearer structure of objects.
- Ability for dealers to use Salesforce to manage their sales pipeline when receiving web leads and for management to have visibility that dealers are responding in a timely manner to enquiries.
Adoption Strategy:
Training sessions held remotely and also onsite at Ignyto premises. Rollout by key Salesforce in-house admin personally on dealer visits with admin assistance regularly provided by Ignyto.
