Complex proposal approvals completed in less time, with full compliance.
Honda Portugal needed to standardise its proposal process and enforce financial approval workflows across its network. LOBA delivered a CRM that controls every stage, from quote configuration to sign-off.
Challenge
Sales teams were generating proposals without a consistent process for handling discounts, trade-in valuations, or financial approvals. Deals requiring importer support were slow to approve and difficult to track. Margin protection was inconsistent.
Solution
LOBA implemented a proposal configurator built directly into the CRM, drawing on a live database of vehicle models, specifications, and active discount campaigns. For proposals requiring financial support, the system enforces a multi-stage approval flow: Area Manager validation, followed by Head of Sales sign-off. Once approved, the CRM communicates directly with the brand's platform to initiate vehicle orders or match existing stock.
Results
- Standardised proposal configuration across the full network
- Automated, multi-stage approval flow with mandatory sign-off
- Every deal validated for profitability before order placement
- 30% reduction in elapsed time for complex proposal approvals
- CLIENT
- Honda Portugal
- SECTOR
- Automotive
- SCOPE
- Proposal configurator, brand platform integration, automated multi-stage approval workflows
- OUTCOME
- 30% faster complex proposal approvals
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