Bobcat has been a long-time user of the Salesforce platform, which manages a range of processes to support the sales and service channels, internal employees, as well as partners and dealers.
Thanks to system-adapted users and an internal Salesforce team, employees continuously suggest ways to expand the solution. In this case, we helped optimize the process of evaluating spare parts and service sales (Dealer Aftermarket Review, DAR).
From a project perspective, it was crucial to eliminate the complex manual process of adding data to Excel files and, on the other hand, to streamline the process, making it easier for service managers to assess results and set goals for dealers. As a result, we enabled all participants to smoothly navigate the process without delays, while adhering to high data compliance standards.