CUSTOMER USE CASE
Rivervale Enhances Management Reporting with ClicData
About Rivervale
Rivervale is an independent dealership offering a wide range of vehicle management services, including leasing, servicing, and fleet management. They provide personalized solutions for both individual and business clients, ensuring flexible leasing options, expert maintenance, and comprehensive fleet management support. Rivervale’s commitment to customer satisfaction and transparency has made them a trusted provider in the automotive industry.
Their Objective
Rivervale’s internally developed CRM was crucial for storing customer, marketing, and revenue data, but it was never designed for advanced data analytics.
As the business grew, the management team struggled with data fragmentation, having to rely on data analysts for one-off reports—often questioning the accuracy of the data. This process not only slowed decision-making but also diverted resources from more strategic data science projects.
Additionally, Rivervale faced challenges in handling large volumes of incoming data, such as new inquiries, marketing spend, renewal rates, and revenue metrics. Without a reliable and efficient reporting system, their ability to make informed decisions was severely limited.
Rivervale is an independent dealership offering vehicle management services, including leasing, servicing, and fleet management. Our business is very complex and required a bespoke CRM to store the all of our customer, marketing and revenue data so we built it in-house. But the CRM database was not designed for data analytics, making it difficult to generate reliable reports for the management team.
Their Approach
To overcome these challenges, Rivervale adopted ClicData to centralize and streamline their data management. By connecting their bespoke CRM with marketing platforms and web analytics, Rivervale built a single, unified source of truth for all their data.
ClicData’s user-friendly interface allowed them to clean and model data without any coding skills, drastically reducing report delivery times. The management team now has access to clear, real-time dashboards that have replaced the error-prone, manually updated Google Sheets they previously relied on.
These dashboards are used in management meetings to provide accurate, up-to-date insights, empowering data-driven decision-making across the organization.
