Although the client had strong CRM adoption and high enquiry volumes, performance visibility across the funnel remained fragmented across AutoLine, CRM, and branch-level reporting.
Key challenges included:
- Limited end-to-end visibility into lead progression and funnel drop-offs
- Inconsistent follow-up discipline and TAT adherence across branches
- No data-driven approach to accessory cross-sell & attach optimization
Reporting was retrospective rather than actionable at the point of sale
Leadership wanted to move from activity-based CRM reporting to a conversion-driven, profitability-focused sales engine.