Mercedes Finance

CRM-UK were incredibly pleasant to deal with, and installed everything with the minimum of fuss and disturbance. Developing our CRM system has transformed the way we deal with our customers. Most importantly our customers are happy with our improved service.

Vincent Jordon

Business Analyst, Mercedes Finance IT

Goals

Improve Customer Services – independent poll suggested Mercedes Finance was the worst in the survey
Reduce time taken to integrate GoldMine with SAP
Overcome some fundamental problems with their business processes to improve communication with dealers

Challenges

GoldMine CE was being used solely within the credit control team
For customer services to become more effective, they needed accurate information quickly
Effective support from an independent GoldMine CRM Solution Partner

The Solution

Mercedes Finance decided to capitalise on the existing investment in GoldMine CE, extending GoldMine CE to the customer services and contracts department with some 130 additional licences. The main areas of GoldMine CE used are:

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Customisation

Vehicle-centric contact records using key fields to identify finance contracts and Mercedes dealer relationships – SupportServices.it modified GoldMine to enable Mercedes Finance to e-mail the vehicle’s supplying dealer but record the history against the vehicle

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Integration

GoldMine custom fields are used to store information from SAP including information about the current status of the contract and information relating to settlements

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Integration

Global calendar using a “pool” where customer service issues are located. Customer service agents take ownership of issues from the pool until the issue is resolved. This could include a customer requesting an early settlement.

Mercedes Finance implemented Inaport, a powerful data import utility from Inaplex CRM Integration. Inaport was initially developed for customers requiring complex import routines from many different sources including, in this case, SAP. Some advantages of using Inaport are:

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Large range of connectors including SAP ODBC

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The ability to create profiles that can be scheduled as tasks with Windows Task Scheduler

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Complex indexing for field matching against very large tables

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