About the Client

Nauto is a Palo Alto, California based transportation technology company, whose AI-powered data platform is making driving safer and fleets smarter. Nauto’s intelligent vehicle hardware saves lives by preventing collisions, improving driver behavior, and learning from the diverse data shared across its network. Nauto is in high-growth mode, sales teams and channel partners require an elegant system of engagement to deliver on today’s business needs and remain scalable and nimble in the coming years.

Business Challenges

  • Incomplete CRM solution to address Lead to Cash business process was present
  • Quote process needed manual processing
  • Portal for managing partners and users
  • Data migration from legacy system to new system
  • No streamlined customer support

Business Requirements

  • Salesforce Sales Cloud implementation
  • Lead management
  • Customer 360 View
  • Opportunity management
  • Quote management
  • ERP Integration/fulfillment management
  • Case Management
  • Jira Integration
  • Partner & Customer Community
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The Benefits

  • Simplified business process of Lead to Cash flow
  • Sales process meets business needs of Marketing and Sales Reps
  • Process automation and ease of use Single source of truth and rational processes
  • Business owned and managed Channel, Key Account, Support and Marketing

The Solution

  • Implemented Lead to Cash Solution
  • Implemented Case Management solution and Jira integration
  • Data Migration from legacy system to fresh new Salesforce instance
  • SFDC Partner community development with partner templates
  • Dealing with Managed package support people