The Challenge

Creating an in-house lead management system to optimize lead generation and sales conversion.

The leading luxury automaker needed to create an in-house lead management system to replace their third-party solution. The goals were to optimize lead generation, improve sales conversion, and reduce data security risks. The automaker required the new system to meet stringent technical policy restrictions and mitigate IT support constraints while delivering the promised capabilities to the dealer network within a one-year timeframe. Additionally, the system needed to work across organizational boundaries and enterprise systems to ensure reliable data accuracy and quality.

The Solution

Custom-built platform for data enrichment and enhanced analytics.

Credera developed a custom-built lead management platform that incorporated both first- and third-party data with the automaker's proprietary customer systems for data enrichment. The solution included:

• Strategic direction and architectural design: Providing workstream leadership for strategic direction, architectural design, and analytics capabilities.

• Cross-team collaboration: Ensuring frequent collaboration and optimization of stakeholder engagement.

• Project management: Managing day-to-day communications, issues, risks, and product rollout.

• Interactive dashboards: Developing interactive dashboards with extensive data validation and metric alignment through requirements gathering with over 30 stakeholders.

The Results

Empowering personalized sales experiences and enhancing data-driven decisions.

As a result of this initiative, the luxury automaker experienced the following:

• Personalized sales experience: Dealers were empowered to provide a more personalized sales experience through real-time lead enrichment and scoring.

• Unified customer profiles: Enabled a deeper understanding of customer profiles and behaviors by connecting disparate data sources to create a unified view of leads.

• Operational efficiency: Enhanced operational efficiency and significantly improved the accuracy of reporting systems through a robust data architecture.

• Improved stakeholder visibility: Heightened stakeholder visibility into key performance indicators with over 15 dashboard pages and reduced time to insight from monthly to daily through automation.