Revamping Bretz RV's Sales Process with a Customized Salesforce Solution

Bretz RV, a leading dealer in RV, boat, and snowmobile sales, operates seven locations across the U.S., each utilizing its own CRM system. This fragmented setup resulted in inefficiencies in lead management, customer data consolidation, and real-time inventory tracking. Recognizing the need for a unified system, Bretz RV partnered with Salesforce to implement a centralized CRM solution. This integration aimed to streamline operations, connect all locations, and provide data-driven insights to support growth and efficiency.

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CHALLENGE

Bretz RV encountered several key operational challenges below.  To resolve these issues, Bretz RV needed a centralized system to manage inventory, sales, and customer data in real-time, ensuring seamless collaboration across all locations.

• Each location used separate CRM systems, spreadsheets, and manual processes, making it difficult to consolidate customer and sales data effectively.
• The team lacked real-time visibility into inventory and customer interactions, leading to missed sales opportunities and inefficient lead management.
• Disjointed pre-sales, sales, and post-sales processes hindered their ability to scale and grow efficiently.

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SOLUTION

SaltClick partnered with Salesforce and Bretz RV to implement a fully integrated CRM system that addressed their specific needs. The solution included:

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• ‍Salesforce Sales and Service Cloud
  A unified platform that centralized all customer, sales, and inventory data, providing real-time insights and reporting.

• ‍Custom DMS Integration
  Real-time inventory updates from Bretz RV’s DMS system, enabling visibility into stock levels across all locations.

• ‍Automated Task Management
  Enhanced task tracking for the sales team, allowing them to efficiently manage leads, follow-ups, and customer interactions from a single platform.

• ‍Sales Process Optimization
  A customized "Road to the Sale" process, tailored to Bretz RV’s sales cycle, providing a clear roadmap for managing customer interactions at every stage of the deal.

• ‍On-Site Engagement
  A three-day on-site discovery session to deeply understand Bretz RV’s processes, followed by a phased implementation with regular meetings to ensure alignment with their needs.

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RESULTS AT A GLANCE

• Centralizing their CRM system eliminated the need for multiple reports, spreadsheets, and fragmented systems, saving time and effort for the sales team.
• Consolidating leads into Salesforce provided real-time tracking and better visibility into lead origins, increasing conversion rates and sales productivity.
• Integrating Salesforce with their DMS allowed Bretz RV to track inventory across all locations, improving stock management and reducing customer wait times.
• Customized dashboards and reporting enabled leadership to track top-performing sales reps, conversion rates, and revenue-producing activities, leading to more strategic decision-making.
• The new system positioned the dealership for scalable growth as they expanded operations and added new locations.

By partnering with SaltClick, Bretz RV transformed its sales process, enhancing both operational efficiency and customer experience.

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