Replacing spreadsheets with a single source of truth

The situation

A used car chain operating across multiple cities was running its entire sales pipeline on shared spreadsheets, with no automated reminders and no visibility into which leads a given city's team had actually followed up on.

What we did

• 1Mapped the chain's sales stages from first enquiry to delivery and migrated every existing lead into a purpose-built automotive CRM
• 2Automated task reminders so a lead could no longer sit untouched without a salesperson being flagged
• 3Coordinated digital marketing campaigns across cities so every new lead entered the CRM automatically instead of a manual spreadsheet update

The result

Average lead response time across the chain dropped to a fifth of its previous baseline, a 5x improvement, once automated reminders replaced manual spreadsheet tracking. Regional managers also gained, for the first time, a live view of pipeline health across every city instead of a weekly manual rollup.

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