Due to Coastal Cloud's experience with other manufacturing clients in the the dealer/ distributor model, LBX selected to work with Coastal Cloud to digitally transform their high-touch, disconnected system.
Coastal Cloud's experts completed a deep-dive review of LBX's processes around Dealer acquisition and onboarding, Account Management, Lead acquisition, Sales and Service processes as well as the Dealer Online experience. A strategic roadmap was recommended which took the form of a phased implementation approach. The design outlined a Multi-Cloud Salesforce based solution coupled with best practices to drive efficiencies into the Account Management, Lead acquisition, Sales and Service process and revamp the Dealer online experience at the same time. Today, dealer engagement has been enhanced by providing a rules-based platform that drives simplicity and accuracy into the product Ordering process. Aftermarket Parts, Machine Whole Goods orders and post-sales Service activities are being converge on to a single Salesforce platform enabling a comprehensive “single source of Truth” system of engagement for Dealer activities. Consolidated CRM, Sales and Service data will enable business leaders to quickly and easily access analytics to drive decision making across multiple segments of the business.