How Vincent Auto moved from weekly reviews to minute-by-minute management — with under-an-hour CRM adoption time
Vincent Auto chose Cone Auto CRM to simplify reps’ day-to-day work, prioritize high-value calls, and give sales leaders real-time visibility. The impact: more motivating follow-ups, a lightning-fast ramp-up, and operational control anchored in a central dashboard.
The Challenge
Before Cone, the team used another CRM felt to be built for administrators rather than front-line users. Reps faced monolithic call lists, mixing light tasks (e.g., birthday wishes) with critical follow-ups (new leads), which discouraged action.
On the management side, too much effort went into forcing the tool, creating a negative atmosphere and unreliable data.
dealer snapshot
Location: Shawinigan region, Québec
Team size: 4 locations, ~30 users
Replaced tools: SM360, Outlook history, and paper tools
Priorities: Ease of use for everyone (including non-tech profiles), rapid onboarding, daily visibility
"With Cone, we solved real-time prioritization of follow-ups, from most to least important. Small goals are always more achievable and motivating than big goals."
The Solution
Value-based prioritization: real-time ability to focus reps on high-value calls, for smaller, more achievable goals.
Lightning-fast adoption: designed for non-tech reps to be fully operational within the CRM in under an hour.
Mobile-first: a natural and responsive mobile app.
Manager dashboard: daily management with real-time oversight of waiting leads and validation of lost leads.
Radical simplicity: Majority of CRM customization handled internally by sales managers.
Vincent Auto set out to replace weekly reporting with a real-time, priority-driven operating rhythm. Instead of feeling like they are being policed, daily check-ins with reps focus on momentum and coaching.
Reps: Handle 2–3 high-value calls in the next hour, then widen the circle.
Sales Directors: Use a live dashboard to spot waiting leads, re-qualify “lost” ones, and remove blockers.
Cone Features Used
Mobile App
Manager Dashboard
Follow-up Prioritization
Results
With Cone Auto CRM, Vincent Auto turned a noisy, weekly-managed process into a real-time, priority-driven workflow that ramps reps faster and protects hot leads from going stale.
Natural adoption: ~75% mastery in under 1 hour, same-day ramp-up, and minimal friction.
Precise control: Precise control: from weekly reviews to minute-by-minute for real-time visibility and faster remediation of blockers.
Managerial efficiency: less “disciplinary energy” spent enforcing tool usage.
Commercial responsiveness: real-time prioritization of high-value calls for faster action on hot opportunities and higher rep motivation.
How can Cone help you build stronger relationships with your customers?
Never miss another follow-up. Automate manual tasks. Focus your efforts in the right place, at the right time.
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