Customer Overview
MiX Telematics, founded in 1996 is a leading global provider of Fleet and Asset Management solutions which is delivered as a Software as a Service (SaaS) to Enterprise Fleets, Small Fleets and Consumers. With a solid reputation for innovation, the range of Vehicle Monitoring Services solutions provided consists of in vehicle hardware, on demand software, applications, VAS and accessories that enhances the overall performance for the consumer and commercial vehicle market
The Challenge
The acquisition of multiple entities by Mix Telematics resulted in the lack of standardization of systems and processes across the various Regional Sales Offices (RSO’s). The business users operated in complex and inconsistent environments – Salesforce 1 and Salesforce Compass
- As a result of the undefined and disparate processes – Management struggled to effectively manage operations with inefficient data management and accountability across the value chain. The business was unable to monitor end to end sales and service-related opportunities – including the inability to capture data on dealer works orders and job card completions
- Limitations existed to accurately manage stock between suppliers, warehousing and dealerships
- Manual contract activations with multiple disparate billing systems
Salesforce Sales Cloud
- Fusion – “Fundamentally changing the way we do business”
- Simplification and alignment of Business Processes across the various RSO’s into a single environment for Compass, Enterprise, East Africa and RSA Fleets
- User guided processes enabled through the implementation of Visualforce pages
- Automated Cases and Task creation for visibility and accountability across the value chain and stakeholders
- Salesforce integration with Dynamix and AX for seamless Billing, Stock and Trackable Asset management
- Partner Community extended to Technicians for visibility of
- Works Order and Job Card Completion
Sales Cloud Enhancements
- Standardization, ptimization and simplification of processes resulted in increased performance and efficiencies across Region types through quicker sales and service lifecycles
- Effective stock control – improving cost management
- Automated contract activation enabled accurate billing – improving revenue management
- Effective value chain accountability through case management and assignment
- Better User Experience and Interface