DealerTeam Helps Dealer Groups Scale Across Locations with Consistency

As dealer groups grow—adding new rooftops, service centers, or franchises—they face a familiar pain point: inconsistency.

One location uses one process, another has a separate tool, and reporting becomes a nightmare. Training takes longer. Audits get messier. And technology decisions made for a single store don’t always scale across the group.

DealerTeam, built on the Salesforce platform, was engineered with scalability and standardization in mind—making it the ideal foundation for dealer groups ready to grow with confidence.

One Platform, All Your Stores

With DealerTeam, you don’t need different DMS systems, CRMs, or service tools at each location. Everything runs on a single, cloud-based instance of Salesforce.

That means:

• A shared customer record across rooftops

• Unified inventory and vehicle history

• Common process flows across departments

• Real-time visibility into all store activity

Standardized Workflows from Day One

Whether you’re onboarding a new dealership or optimizing an existing one, DealerTeam lets you deploy standardized processes across every store—without starting from scratch.

Using Salesforce permission sets, flows, and templates, you can:

• Set consistent appraisal processes

• Roll out universal parts pricing logic

• Enforce cashiering controls

• Push updates instantly to every user

It’s like giving every store a digital playbook—with built-in enforcement and flexibility.

Centralized Reporting, Decentralized Action

DealerTeam gives you group-wide dashboards with drill-down capabilities, letting executives view high-level trends or dig into department-level performance—by store or across the group.

Need to monitor technician productivity in Store A and RO backlog in Store B? No problem. It’s all visible in real-time.

Plus, because DealerTeam is built on Salesforce, your data can power AI forecasting, marketing segmentation, and customer retention campaigns—at scale.

Easier Onboarding and Training

New hires at any location work within the same interface, using the same screens and workflows. That means faster onboarding, fewer errors, and easier cross-location staffing during busy seasons.

Even better? Updates to training or standard operating procedures can be rolled out digitally with Chatter announcements, Lightning record pages, or automated learning modules.

Integrated but Independent

Each store or brand can have its own identity—logos, user roles, hours of operation—while still benefiting from centralized controls. DealerTeam supports multi-org logic, ensuring each store feels autonomous but operates in harmony.

Build for Today, Scale for Tomorrow

Whether you have 3 stores or 30, DealerTeam ensures you're not rebuilding every time you grow. It’s a foundation for digital retail that adapts as your business evolves.

→ Talk to our team to discuss your roadmap and how DealerTeam can scale with you.