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An automotive company boosts sales and marketing.
CloudOffix centralized and automated operations, improving efficiency, customer engagement and insight across sales, marketing, customer service and HR.
Excel files and no customer journey
The company managed vehicle stock and customer relationships in Excel files, used the 3CX call center app for support and the 1C application for payroll and accounting.
There was no structured customer journey management: sales and marketing activities were handled manually and inconsistently.
One platform from test drive to after-sales
Contact management
A complete view of every customer.
- Classify customers by past purchases, website visits and campaign interests
- Track customer history on a single screen
- Manage test-drive appointments with Calendar

Sales Cloud
Separate channels for each brand (Xpeng, Leap, Mercedes-Benz, Skoda) and distinct processes from test drive through credit and cash purchases, plus bidding management. A custom car maintenance app built with App Builder, now CloudOffix Agentic App Builder, streamlines maintenance, spare parts and service.
- Separate channels per brand
- Inventory app for warehouse vehicles
- Bidding management

Marketing Cloud
Engage segmented customers across every channel.
- Targeted campaigns via SMS, WhatsApp and social media
- Facebook, Instagram and WhatsApp conversations handled in CloudOffix and converted into leads
- Link tracking for social posts and action based on customer experience

Helpdesk Cloud
Better after-sales service.
- Customer satisfaction measured for service visits
- Tickets created automatically after 3CX calls
- Follow-up on after-sales inquiries and calls

HR Cloud
People processes in the same platform.
- KPI and 360-degree evaluations for sales staff
- Leave requests, advance payments and travel arrangements
- Recruitment tracking
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Take CloudOffix for a test drive.
Start with ready-to-use sales, marketing, service and HR apps, and add AI agents where they help. Try it free or book a demo.