Mercedes Finance integrates 39 systems and SAP with its CRM.

Mercedes Finance used a customised CRM from CRM-UK to give customer services a single view of each customer. 39 systems were integrated, and SAP integration went from an 8-hour nightly run to every half hour.

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The challenge

An independent poll suggested Mercedes Finance was the worst automotive finance service in the survey. The business needed to:

  • Improve customer service
  • Reduce the time taken to integrate with SAP
  • Fix fundamental problems with business processes to improve communication with dealers
  • Drive CRM adoption beyond the credit control team
  • Give customer services accurate vehicle finance information quickly
  • Get effective CRM support

What we did

Mercedes Finance bought 130 CRM licences for its customer services and contracts departments.

Customisation. Contact records are vehicle-centric, using key fields to identify finance contracts and Mercedes dealer relationships. CRM-UK modified the system so Mercedes Finance can email the dealer that supplied a vehicle and record the history against the vehicle rather than the customer.

Integration. Custom fields store SAP information, including contract status and settlement details. A global calendar holds customer service issues in a shared "pool". Agents take ownership of an issue until it is resolved.

Mercedes Finance also implemented Inaport, a data import utility from InaPlex, with SAP ODBC connectors, scheduled task profiles and complex indexing for field matching.

The results

  • 39 systems integrated
  • A single desktop overview of customer information
  • SAP integration reduced from an 8-hour nightly run to every half hour

FAQ

Common questions

How many systems were integrated?

39 systems were integrated with the CRM.

How often does SAP data reach the CRM?

Every half hour. Before the project, SAP integration ran nightly and took 8 hours.

How many users does Mercedes Finance have?

Mercedes Finance bought 130 CRM licences for its customer services and contracts departments.

Can we move across from our current CRM?

Yes. We are experts at migrating data and have migrated hundreds of systems. In fact theCRM has APIs configured to easily migrate customers from Salesforce, HubSpot, GoldVision and many other systems.

Data migration is a standard part of your set-up project.

Rockall Safety, for example, moved from Act! to theCRM and grew sales 15% in the first quarter. See the case study.

Next step · no obligation

See your own processes running in theCRM

A discovery call to understand your business and how you would like to improve. We can show you what that could look like in theCRM and provide a fixed price estimate to get set up. Then you can decide if that works for you.