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Home|Using Nintex|Case Studies|Nintex Drawloop DocGen® for Salesforce helps automotive company save money and time

Nintex Drawloop DocGen® for Salesforce helps automotive company save money and time

Cartelligent increases productivity without increasing headcount

Cartelligent simplifies the often confusing process of buying or leasing a new car. Between researching and comparing different manufacturers, test-driving multiple models, and negotiating the features, service options and pricing, the average client saves hundreds of thousands of dollars and 20 to 30 hours when buying a new car. The company’s internal sales process, however, was anything but simple and employees were spending more time than they wanted manually creating documents.

While Cartelligent had been a Salesforce and DocuSign user for more than a decade, the company was limited in its ability to merge data and present the information in a customized and intuitive format.

“Salesforce and DocuSign are great tools that automate some parts of our contract process but we were still required to intervene manually, especially when there was complexity involved,” said David Fidler, Director of Operations for Cartelligent. “We needed control over how contract information was presented, and to eliminate manually correcting our documents

Capabilities Used
DocGen for SalesForce

Who they are

Founded in 2000, Cartelligent provides an “all-inclusive” approach to buying or leasing a new car in California. Cartelligent’s services include consulting, locating, negotiating, handling trade-ins, delivering and providing after-sale support.

What they needed

Cartelligent was bogged down in paperwork. Employees manually corrected thousands of service agreements before they could send them to clients. Purchasing agents inefficiently used third party software to calculate monthly lease payments, extract the data as a PDF, and manually upload the PDF as an attachment into Salesforce.

How they did it

Cartelligent wanted an app that automated its document creation and narrowed the search to Nintex Document Generation and Conga Composer. DocGen®’s data merge functionality, and user-friendly and intuitive interface stood out.

Five document packages within just five weeks

The first document that Cartelligent automated with Nintex Drawloop® was the initial customer service agreement. The document included data like the make and model of the car, the client contract information, legal terms and conditions, and other contract-required information.

Nintex Drawloop®’s merge flexibility meant Cartelligent could redesign its service agreement and present information in a more engaging way. And Nintex Drawloop®’s integration with DocuSign allowed seamless delivery to the client for a signature. “It was so easy to get up and going with Nintex Drawloop®,” David said. “Within the first week, we had five document packages live and available to the Sales team. Support was also fantastic, and it quickly became clear that there were opportunities to streamline other sales and service documents.”

Approximately 90 percent of the company now uses Nintex Drawloop® to make their jobs more efficient, from purchasing to sales to office support. “Document generation has allowed our staff to scale their productivity without adding a single headcount resource,” David said. “We also appreciate the consistent brand image we are presenting to the public and that we are providing error-free documents.”

Our Sales team loves how Nintex Document Generation has improved their jobs and that they can generate a document package with literally a click of a button.
David Fidler, Director of Operations, Cartelligent
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