Streamlining PAN‑India Motorcycle Sales, Dispatch and Service Operations with Jdaas CRM

Client Overview

A leading motorcycle manufacturer and distributor with PAN‑India operations, managing sales, production, dispatch, dealer onboarding, warranty claims, field service, and parts tracking through both dealer panels and mobile app interfaces.

Challenge

The client faced several operational inefficiencies:

• Manual and fragmented sales booking, production tracking, and dispatch coordination
  
• Time‑consuming dealer & distributor onboarding processes with inconsistent documentation
  
• Lack of real-time warranty claim tracking and service scheduling
  
• Inadequate field service coordination and parts consumption monitoring
  
• Paper-based e‑FSR (Electronic Field Service Reports) with low submission rates
  
• No centralized system for dealer panel access and mobile app integration
  

These issues resulted in:

• Delayed order fulfillment and dispatch errors
  
• Lengthy onboarding cycles hindering market expansion
  
• Poor visibility into warranty resolution and service SLAs
  
• Excess parts consumption without tracking or accountability
  
• Low field service compliance due to paperwork overload

Solution: Jdaas CRM Implementation

The client implemented an integrated Jdaas CRM solution with the following modules:

1. Sales Booking → Production → Dispatch
   
   • Instant sales entry linked to production queues
     
   • Automated dispatch scheduling with e-way bill generation
     
2. Dealer & Distributor Onboarding
   
   • Digital document collection and verification workflows
     
   • System-generated dealer IDs, training portals, and access rights via panel and app
     
3. Warranty Tracking & Claim Management
   
   • Dealer/mobile app–initiated claims with auto-ticket generation
     
   • SLA monitoring, field technician scheduling, and status updates
     
4. Bike & Field Service Tracking
   
   • Job assignment, geo-verified service visits, and repairs logged in real-time
     
   • Visibility into service schedules, technician performance, and workloads
     
5. e‑FSR & Parts Consumption Logging
   
   • Mobile submission of Field Service Reports with customer sign-off
     
   • Detailed parts usage captured per job for cost analysis and restocking alerts
     
6. Dealer Panel & Mobile App Integration
   
   • Dealers access warranty claims, parts requests, and sales dashboards
     
   • Field teams use the mobile app for attendance, e‑FSR, service logging, and parts requisition
     

Results & Impact

Key Outcomes:

• Enhanced dealer experience and faster onboarding
  
• Accurate and timely dispatch leading to improved customer satisfaction
  
• Robust warranty claim control and SLA compliance
  
• Reduced manual paperwork for field teams
  
• Improved inventory control through parts tracking