Nintex > Case Studies > Nintex DocGen Streamlines Operations for Cartelligent

Nintex DocGen Streamlines Operations for Cartelligent

Technology Category

Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Sensors - Autonomous Driving Sensors

Applicable Industries

Automotive

Applicable Functions

Procurement
Sales & Marketing

Use Cases

Leasing Finance Automation
Smart Parking

About The Customer

Cartelligent is a professional automotive services company based in the United States. The company 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, Cartelligent helps its clients save hundreds of thousands of dollars and 20 to 30 hours when buying a new car. However, the company's internal sales process was complex and time-consuming, with employees spending more time than they wanted manually creating documents.

The Challenge

Cartelligent, a professional automotive services company based in the United States, was facing significant operational inefficiencies. The company's employees were manually correcting thousands of service agreements before they could be sent to clients. Additionally, purchasing agents were using third-party software to calculate monthly lease payments, extract the data as a PDF, and manually upload the PDF as an attachment into Salesforce. This process was not only time-consuming but also prone to errors. Furthermore, the company was limited in its ability to merge data and present information in a customized and intuitive format. While Cartelligent had been a Salesforce and DocuSign user for more than a decade, these limitations were hindering their productivity and efficiency.

The Solution

In order to streamline its operations, Cartelligent sought an app that could automate its document creation process. The company narrowed down its search to Nintex DocGen™ for Salesforce and Conga Composer. However, Nintex DocGen’s data merge functionality, user-friendly interface, and the ability to feed data into a document template without the need for reports made it the preferred choice. The first document that Cartelligent automated with Nintex DocGen 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 DocGen’s merge flexibility allowed Cartelligent to redesign its service agreement and present information in a more engaging way. Furthermore, Nintex DocGen’s integration with DocuSign allowed seamless delivery to the client for a signature.

Operational Impact

The implementation of Nintex DocGen brought about significant operational improvements for Cartelligent. The automation of the document creation process eliminated the need for manual corrections, thereby reducing errors and ensuring a consistent brand image. The data merge functionality allowed for a more customized and intuitive presentation of information, enhancing the client experience. Furthermore, the integration with DocuSign facilitated seamless delivery of documents to clients for signature, improving the efficiency of the sales process. The automation of the entire process within Salesforce also eliminated the need for manual data entry into both Salesforce and the third-party program, further enhancing productivity and efficiency.

Quantitative Benefit