Automotive & marine leasing · Portfolio
Epic Auto & Boats
CRM transformation for lease renewals
- Client
- Epic Auto & Boats (formerly Epic Auto Leasing & Sales)
- Technology
- React, Tailwind, Node.js
- Platform
- Salesforce Sales Cloud
- Delivery
- 4 weeks · 2 sprints
Overview
Epic Auto & Boats (formerly Epic Auto Leasing & Sales) is a Florida-based automotive leasing company providing vehicle and marine lease solutions. The business engaged Anchor Bridge Consulting to implement a Salesforce Sales Cloud CRM aimed at improving follow-up accuracy, client visibility, and renewal management.
Problem
The company’s previous system was heavily reliant on spreadsheets and manual communication, leading to:
- Missed renewal opportunities and delayed follow-ups
- Disorganized client data stored across multiple tools
- Limited mobile access to customer information
- Difficulty tracking interactions or forecasting renewals
These gaps reduced efficiency, caused lost revenue opportunities, and hindered the company’s ability to deliver a seamless client experience.
Solution
Anchor Bridge Consulting executed a focused four-week Salesforce implementation using an Agile two-sprint framework. The project included:
Discovery & setupWeeks 1–2
- Stakeholder interviews to map existing processes
- Data cleaning and migration into Salesforce
- Configuration of sales pipelines, contact records, and renewal workflows
- Setup of automated renewal reminders at 6–12-month intervals
- Mobile optimization for remote sales access
Optimization & deliveryWeeks 3–4
- Fine-tuning of dashboards, reports, and automation
- End-user testing and stakeholder demos
- Documentation of Standard Operating Procedures (SOPs)
- Final production rollout and sign-off
Throughout the engagement, communication and task tracking were managed via Slack, ensuring full transparency and collaboration.
Result
In just one month, Epic Auto & Boats transitioned from fragmented processes to a centralized CRM ecosystem. The implementation achieved:
100% consolidation of client data
Within Salesforce.
Automated renewal reminders
For lease renewals and follow-ups.
Seamless mobile access
To client records and pipeline insights.
Improved internal collaboration
With clearer accountability.
Outcome
The CRM transformation empowered Epic Auto & Boats to deliver personalized client engagement and reduce missed renewals. Sales teams gained real-time visibility into client status, enabling proactive retention efforts and better pipeline forecasting. The solution created a sustainable framework for integrating marketing automation and advanced analytics in future phases.
