Dealerware – Revenue CloudAutomobile & Dealer Management
Dealerware is powering the future of fleets on a single platform. Dealerware’s fleet management software empowers dealerships to eliminate cost, create program efficiency, and elevate customer experience. Dealerware automates the most time-consuming tasks related to loaner expense management while enhancing the customer experience with a completely digital, paperless process.
Austin, TX
50-100 employees
Automotive
Project Overview
Dealerware faced a slow, error-prone billing process that strained customer relationships and was not scalable. StreamForce optimized Salesforce and NetSuite using Workato’s IPaaS platform, automating integrations and invoice processes, which enhanced customer satisfaction and operational efficiency.
- SalesForce Sales Cloud
- Workato
- SalesForce Revenue Cloud (CPQ)
- NetSuite with Suite Billing
- Snowflake Data Warehouse
The Challenge
- Slow Billing Process, it took Dealerware two full days each month to complete billing. And this would often put a strain on their customer relationships—dealerships want to be able to close their books in a timely manner, which meant any delays in invoices decreased customer satisfaction.
- Customer experience friction due to delays in generating invoice & submission, errors in invoice amounts and sometimes dupe invoices.
- High software and maintenance costs, effort needed to adopt process change was significant.
- Legacy systems not scalable for the growing business.
- Manual Processes.
The Solution
- StreamForce performed health check on the lead to revenue processes and recommended to optimize Salesforce and NetSuite with IPaaS platform of Workato.
- Automated integrations across Salesforce, NetSuite, Subscription tools – Suite Billing, Snowflake with Workato.
- Designed a framework on NetSuite and Suite billing to automate integrations with Subscriptions and Product automations.
- Automated invoice and billing processes with error free which improved overall Customer satisfaction.
- Workato development.
- Snowflake redesign and data feeds to NetSuite.
The Outcome
- Automated and streamlined Opportunity to Revenue Process.
- Salesforce – trusted source of customer data.
- Re-design and Optimize Usage based pricing model in Suite Billing.
- Improved Customer experience and satisfaction.
- Faster invoice processing gives customers ample time to close their books and the new, usage-based pricing model offers more transparency into how that invoice was generated. In short, The solution allows for “less manual intervention and more speed, with accuracy.
Services Provided
- Enterprise Services
- Revenue Cloud – SF & NetSuite/ Suite Billing
- Integration
Customer Testimonials
Dealerware/Silvercar could not have had a successful integration without StreamForce. StreamForce team have been an integral part of the success of this project. Any time of the day, Team is there to answer questions or listen to concerns. We could not have done this project without StreamForce!
