Mitsubishi Electric Automotive America

Advisory Services, Change Management, Implementation, Implementation Services

Antiquated Practices: The company’s customer relationship database and sales processes were nearly completely offline and mostly housed in spreadsheets. This raised concerns about a centralized contact hierarchy across multiple branches and information being lost in translation. Loss of Knowledge: There was rising worry about tribal knowledge in the case of termination or retirement of employees. Mitsubishi wanted a centralized content management system for tracking and storing valuable information. Messy Records: There was a need to clean up existing records to get rid of errors, typos, and duplication of files.

Advisory Services: We worked closely with MEAA in order to structure the solution on paper before jumping into implementation. This helped to create a better understanding of the needs and the expectations of the implementation. Improved Contact Database: We built out a CRM solution to help better determine where a client should be placed in the pipeline process (lead, opportunity, etc.). Additionally, a centralized information database was put into place to prevent loss of knowledge and promote smooth contact hierarchy across multiple branches. Admin and User Training: Throughout implementation, we provided training documents, presentations, and courses in order to onboard CRM users as well as an in-house admin to oversee operations after implementation.