Case study · Dealership CRM
How we rebuilt TC Motors’s sales for Subaru, Jeep, and RAM
- Client
- TC Motors
- Industry
- Automotive · Dealership
- HQ
- Riga, Latvia
- Timeline
- A few months
What's inside
Four moves that rebuilt TC Motors's sales floor
The dealership needed a CRM. Getting there meant building habits first, then structure, then the quoting engine. Here is the order that stuck.
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1
Two Objects First
Salesforce opened with Leads and Opportunities only. No other modules until the team built a daily habit of working inside the system. Adoption came first. Features followed.
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2
Vehicle Database From Excel
A custom Vehicle object replaced a hundred plus field spreadsheet. Every formula became a flow, every lookup a relationship, every manual status a button.
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3
CPQ Grade Quoting, Native Tools
The standard Quote object pushed with Flow and Process Builder until it behaved like CPQ. No extra licenses. No custom code. Pick a vehicle, pick options, pick terms, the quote goes out the door.
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4
Document Generation For Free
Hic DocsMade Easy handles the paperwork. One click turns a Salesforce quote into a formatted PDF, ready to send to the customer.
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- Four strategies, one playbook
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