Enhancing Customer Engagement & Operations for an Automotive Tech Leader with Salesforce

How CoreFlex Optimized Workflows, Automated Support, and Reduced Technical Debt

Salesforce

5 min read | Feb 28, 2025

About the Client

Our client is a leading provider of AI-powered analytics and customer engagement solutions for automotive dealerships. Their innovative platform enables dealerships to enhance service management, optimize performance training, and improve reputation management. Trusted by over 5,000 dealerships across the U.S., they deliver actionable insights powered by real-time data to help businesses improve sales, customer satisfaction, and operational efficiency.

The Challenge

The client faced several challenges in managing their evolving business landscape, particularly in the context of an acquisition and organizational restructuring:

Our Approach

To address these challenges, CoreFlex mobilized a specialized team from its Advisory, Salesforce, and Testing practices to drive business process optimization, sales and marketing improvements, and customer service enhancements.

Key initiatives included:

Results

The strategic partnership with CoreFlex delivered measurable improvements across multiple business areas:

Conclusion

Through our expertise in Salesforce optimization, automation, and strategic process improvements, we’ve helped our client modernize its operations, enhance customer engagement, and reduce technical debt. By ensuring business continuity during a transformative period, CoreFlex positioned the client for long-term success in an evolving automotive industry.

Get in Touch with Us

At CoreFlex, we specialize in delivering AI-driven automation, Salesforce optimizations, and business transformation solutions to help businesses scale, reduce costs, and improve customer engagement.

Whether you’re looking to integrate AI into your customer service strategy or scale your support capabilities, we deliver tailored solutions that empower your business to thrive in a competitive landscape.

Contact us today to discover how CoreFlex can help you scale smarter, save more, and succeed faster.

Let’s drive your business forward together

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