Success Stories

Vanguard Motor Sales

Vanguard Motor Sales LLC Migration from Dealer Accelerate to Salesforce Sales Cloud and SharinPix

Meet The Client

Vanguard Motor Sales

Vanguard Motor Sales is the nation's premier American classic and muscle car dealership. Since 2004, they have sold thousands of cars to people all over the world.

vanguard motor sales logo

The Challenge

Vanguard was using Dealer Accelerate, a platform that limited visibility to both historical and current inventory of vehicles and did not allow for mobile, on-the-go access. Because of the sheer volume of cars and trucks in the system, document and image management, as well as vehicle history tracking, was very difficult for Vanguard. There was no single source of data, and both operations and sales were spending valuable time trying to find information. The vehicle purchasing team was unable to leverage current and past information on vehicle offers and purchases, and lacked mobile access when out in the field. The sales team lacked the vehicle inventory information to properly anticipate and prepare for upcoming offers. The executive team was not able to forecast sales, and the management team spent hours each week manually gathering data for reporting on key company metrics.

The Solution

Summit worked closely with Vanguard's staff to create and execute a project plan that included the following:

  • Centralized all buying team processes within one cloud based solution - Salesforce CRM, including: lead entry, vehicle screening process, offers, vehicle sales and marketing with third-party apps and tracking transport information and hand off to operations team

  • Designed and built custom objects to track each vehicle's specifications, offer and sales history, including photos and documents

  • Uploaded data for tens of thousands of vehicle transactions from previous system

  • Loaded over one million vehicle images to SharinPix, new on-platform image management solution

  • Built reports to support the Field & Executive teams, in particular:
    Vehicles that do not complete screening process, how many offers were accepted, and vehicle elimination reasoning

  • Provided comprehensive administrator & user training to ensure Vanguard Auto Sales team can use Salesforce proficiently after the project went live

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Results for Our Client

The Vanguard Salesforce CRM implementation was a big success! The client was up and running in the new system within a few months. Client users have responded very positively to Salesforce and the client admins are finding it easier than ever before to support their users and extend the solution as needed to ensure it keeps up with the demands of their business. Summit remains engaged with the client to provide additional optimization and support as their business grows and evolves.

In our Client's Words...

"Summit really took the time to understand our business model and the way we work day-to-day. Most others we interviewed with gave broad-stroked answers and solutions to problems they didn't care to learn about. Summit did what they said they could do and then some. Would highly recommend!"

Vanguard Motor Sales LLC

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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

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