we struggled with Excel and outdated tools. There was no tracking, no accountability, and we kept losing opportunities
Ideal Dealers is one of Bihar’s leading Tata Motors-authorised dealerships, with 7 outlets and a team of 150+ professionals. They weren’t just selling vehicles.
They were managing the entire vehicle lifecycle — from new car bookings to servicing, insurance, and even scrapping old vehicles after 10–15 years.
The goal was simple: deliver a smooth, reliable experience at every stage of ownership.
Where things started breaking
Earlier, with Tata’s in-house CRM, we had to delete old lead data due to system limitations, which made it difficult to manage long-term prospects
Everything looked fine from the outside. Sales were steady, walk-ins were happening, and the team was working hard.
But internally? The system was breaking, there was chaos in the enquiry management, no tracking, no accountability.
Ideal Dealers was still running the entire customer journey — sales and post-sales — through manual Excel sheets and an outdated CRM.
The Turning Point
After months of trying to make it work, the team at Ideal Dealers knew something had to change.
They weren’t short on leads. They weren’t short on effort. But without visibility, without structure, they were stuck.
They needed a system that could keep up with the entire journey of a car and its owner — from the first test drive to final scrappage 15 years later.
So they turned to Telecrm.
The Telecrm solution
Ideal Dealers didn’t just get a new CRM—they created an ecosystem.
They set up dedicated workspaces for every team
- Sales handled leads, bookings, test drives, and deliveries
- Service picked up post-delivery, managing free services, reminders, and follow-ups
- Insurance worked alongside both, managing renewals and upsell opportunities
- Scrap came in at the end, offering customers a clean, trusted exit after 10–15 years
When a car was delivered, the lead moved to the service team automatically. When it was time to renew insurance, the reminder was already scheduled. And when the car reached the end of its life, the scrap team was ready.
Here’s what changed
One place for every lead
Now, every lead from walk-ins, Tata dumps, car melas, and Facebook ads goes straight into Telecrm. Leads are automatically tagged by source, status, and assigned team.
When the sales manager opens Telecrm, they see everything: who’s working on what, what’s pending, and what needs action.
Call logs, follow-ups, full transparency
Every call whether incoming or outgoing is tracked inside the CRM. No more verbal updates. No more “I called, but forgot to log it.”
The system shows:
- When the lead was contacted
- What was discussed
- Who followed up and when
- If a test drive was scheduled
Even WhatsApp conversations are visible right inside the lead profile.
On-field visits are now trackable
Reps doing test drives or client visits now check-in via GPS and upload a photo.
So if someone says “Visited 5 clients today,” the manager can see:
- Location pins
- Timestamped images
- Which lead was visited
This alone brought a 100% increase in accountability.
No lead limit. No data loss..
With Telecrm, there’s no 3,000-lead limit. They now store older leads, nurture cold ones, and set up future follow-ups instead of deleting anything. If someone isn’t ready today, they’re marked as “Future Maybe” and followed up automatically later.
Lifecycle automation across 3 workspaces
Once the car is delivered, the customer’s profile is automatically moved to the Service Workspace. No manual entries or follow-up chaos. Just timely reminders for free services and regular checkups.
Years later, when the car is ready to retire, Telecrm shifts the same profile to the Scrap Workspace. The scrap team reaches out, offers a pick-up, and within days the customer is back, buying a new Tata car. That’s not just automation. It’s a full-circle customer loop. One that’s tracked, nurtured and reactivated entirely inside Telecrm.
The impact: From scattered efforts to a connected sales engine
We evaluated several CRMs alongside Telecrm, but what stood out was how easy Telecrm is to use and take action on. It gives us clear visibility into calls, lead conversion, and field tracking. Telecrm lets us retain and track everything, making the whole process from capture to conversion much more streamlined.
Telecrm didn’t just help Ideal Dealers fix follow-ups, it transformed the way the entire dealership worked. Earlier, teams operated in isolation and leads often slipped through the cracks, leaving opportunities unnoticed. Today, with Telecrm in place, the teams work in sync, every enquiry is tracked, and nothing gets missed.
100%
But the real win?
Customers now experience care throughout the entire journey.
From test drive to delivery, and from free service to final scrapping, Ideal Dealers shows up every single time.
