Commercial vehicles · Salesforce + AI · Canada

Salesforce that sells trucks: every lead answered, qualified and followed up

A Salesforce build for a commercial truck dealership with AI on top: instant first response, inventory-aware answers, quotes and finance paperwork, and follow-up that never lapses.

Target Truck Sales

SalesforceAI agentsAI chatbotsCustom software development

Salesforce · Lead 4471score 92 · all channels

2019 Freightliner Cascadia · 512,000 km

Marketplace enquiry · finance requested · trade-in: 2014 Volvo VNL

in stock · unit TT-2291quote drafted

00:04AI replied with spec, price and finance options●

00:41Test drive booked · Thu 10:00●

todayNext: send finance docs for e-signature●

seconds

to first response, on every channel

one pipeline

web, marketplace, phone and forecourt

live inventory

answers tied to the actual unit in stock

quote → e-sign

paperwork inside Salesforce

The problem

Leads arrived from the website, marketplaces, phone and the forecourt, then scattered across inboxes and spreadsheets. Salespeople chased whoever shouted loudest, stock and pricing lived in another system, and follow-up depended on someone remembering.

What we built

Salesforce implementation shaped around the dealership: leads, opportunities, units in stock, quotes, trade-ins and finance stages, with the automation each stage needs
AI assistant on the website and WhatsApp that answers questions about specific units — spec, mileage, availability, finance — from live inventory, and books viewings and test drives
Instant first response and lead scoring, with the whole conversation written into Salesforce so the salesperson picks up in context
Quote, trade-in and finance document generation with e-signature, handed to a person at the moment it matters
Owner dashboard: pipeline by source, ageing stock and what each channel is actually worth