Case Study – Fleet Assist

About Fleet Assist

Fleet Assist is a specialist in automotive supply chain management services, providing tailored solutions for the leasing, contract hire, and short-term rental sectors. They focus on enhancing efficiency and control over vehicle fleets by integrating modern technology into traditional vehicle management processes. Key business highlights include their comprehensive service offerings that ensure seamless maintenance, repair, and logistics support for fleet operators.

The challenge

Fleet Assist were looking to streamline operations and standardise business processes by implementing a comprehensive CRM system to empower their sales team. Need of unified data across business units, enablement of territory-based selling and enhanced reporting were their key asks.

The solution

Gauri implemented a centralised CRM system that improved sales efficiency and customer management across sales stages for Fleet Assist. It empowered them with enhanced task and calendar tracking, provided a comprehensive 360-degree customer view and improved overall visibility, reporting and management for the stakeholders. It improved customer satisfaction through enhanced service delivery.

How Gauri added value

Gauri’s Rapid Deployment Solution (RDS) provided Fleet Assist with a swift and effective Salesforce implementation:

• Fast Implementation: Gauri’s templatised Salesforce Sales Cloud solution enabled Fleet Assist to go live within just two weeks.
• Collaborative Process Design: Facilitated brainstorming sessions with business teams to streamline processes and minimise changes, bug fixes, and test cycles.
• Backend Integration: Integrated Salesforce with Fleet Assist’s bespoke backend system, allowing the sales team to generate accurate quotes for tailored products and services.
• Centralised Contacts Database: Developed a centralised database and customised sales process, ensuring a consistent and proactive sales approach across the organisation.
• Enhanced Customer Experience: Improved data visibility and eliminated data loss, enhancing the overall customer experience.