Rebuild dealer trust by redesigning the end-to-end quoting experience. Identify the friction points that push dealers toward their own workarounds and define a credible path to a unified, reliable sales tool.
15 dealer interviews across 5 dealerships · 3 dealership sizes · 5 internal stakeholder interviews · 3 prototype feedback sessions
Mapping the full salesperson journey from first customer conversation to presenting a quote revealed where distrust in manufacturer systems forces dealers into time-consuming workarounds, and where redesigning those moments would have the most impact.
Gives an instant view of inventory prices, adjusted for cash or finance, discount programs, margin, and select costs. Logic is owned and guaranteed by the manufacture, eliminating fear of charge-backs. Delivered via API to work in any system.
The Ballpark, Explore, and Quote prototypes bring this vision to life, demonstrating what a workflow-aligned, dealer-trusted quoting experience could look like built on Salesforce.
"Hone in on the Inventory Tool — get the first step done right first and build on that. If you have dealer engagement from that, you will have dealer engagement past that."
Interested in working together?
I'm open to service design roles and consulting engagements. Get in touch to start a conversation.