Solve It Stories - Precursive

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS How Precursive helped Dealertrack eliminate over 500 annual working hours through automation and operational efficiency. THE CHALLENGE Dealertrack, part of Cox Automotive, is a technology firm that What’s best about Precursive is its ease offers automotive dealership management solutions (DMS), an of use, especially compared to other end-to-end software solution that streamlines dealership operations. tools on the market. The UX is super The company needed to ensure effective and accurate utilization of clean and it’s simplicity tying different resources, but it was using a manual scheduling tool. It estimated pieces together, from resource a single person would take nine years to schedule all its resources. allocation to project milestones, makes Each week, seven senior vice presidents spent 1.5 hours manually it an easy project management tool to checking every booking, ensuring revenue reconciliation was correct use and therefore our adoption of the and forecasting was up to date. The time lost was costing the tool is high. The fact that it’s 100% business, so it needed to reduce the time it took to complete tasks. Salesforce native is key. THE OPPORTUNITY Dayna Giles Automotive technology companies have a lot of moving parts, Director, Operations so they often need a way to reduce the time it takes to do tasks by eliminating the manual resourcing steps. HOW DO THEY ... · Gain visibility into who travels for what product? · Increase collaboration on projects? · Reduce the administrative burden on the resourcing team? In the case of Dealertrack, it needed a solution that could help it boost operational efficiency, improve resource allocation, and deliver faster time to value. It was able to do this with the support of Precursive.

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS THE SUCCESSFUL OUTCOME Precursive led Dealertrack through the implementation of its solution, including an extensive scoping project, sandbox walk-through, persona-based training, and end-to-end production tests to ensure the solution matched the production org. As a result of this thorough evaluation and customized approach to launch, Dealertrack has successfully fully deployed Precursive companywide. THIS HAS RESULTED IN ... · A significant simplification of project creation, previously not automated · Saving 500+ yearly working hours by reducing the burden on the resourcing team via automated project verification · Increased visibility into who travels for what product, eliminating unnecessary costs for flights and hotels; the cost savings on travel alone is projected to be $1 million per year CONSIDERATIONS FOR CUSTOMERS LOOKING TO IMPROVE OPERATIONAL EFFICIENCY: · Customers want to know what is going on with their projects and deployment, especially what dependencies are remaining (i.e., what is my responsibility as a customer?). Precursive allows customers to see who is responsible for what, both internally and externally. · Precursive’s resource allocation feature allows customers to customize and scale by creating rules and conditions that can simply select people for assignments and eliminate nonrelevant staff. This is especially beneficial for remote workers in differing time zones. Knowing where people are means you can be more respectful of their time. · Employees want to know you as the employer that cares about them. Precursive allows you to put employees at the center of the conversation, not just the work. Learn more Learn more about Precursive for Salesforce on AppExchange.