65% fewer queries and information thanks to self-service in the customer portal
3x more vehicles serviced per employee on the customer side
From decentralized process to self-service portal with real-time data from Salesforce
Fleet management made easy. Digital and personal. That’s what Getyourdrive is committed to. The mobility service provider Getyourdrive was founded in Hamburg in 2018 by Konstantin Klein (Managing Director).
Getyourdrive is a specialised service provider for professional fleet management and supports small and medium-sized companies in Germany. The company offers comprehensive fleet services – from vehicle procurement and claims management to digitalization and process optimisation. The aim is to minimise administrative costs, reduce emissions, create transparency and increase the efficiency of the fleet.
For automated and streamlined sales processes
Getyourdrive and aquilliance have been working together since mid-2019. In addition to ongoing support in day-to-day business – especially in CRM and marketing topics – we regularly implement joint projects to make the business even more scalable. Most recently, for example, the introduction of Salesforce for lead management in the leasing business.
With the continuous growth of Getyourdrive and an increasing number of managed vehicles on the customer side, the manual administration processes also became more and more time-consuming. Although many processes were digitalized, there was no central platform for business customers that brought together all relevant information on vehicles, users and contracts as well as provided intelligent automation.
Until then, a complete overview was only possible through manual coordination – previous platform solutions failed due to complexity or excessive costs.
It was important to me to give our business customers a central and transparent overview. Self-service functions and automated notifications, e.g. for mileage in leasing, empower the customer and ensure that additional costs are not incurred in the first place.”
Konstantin Klein
CEO, Getyourdrive GmbH
The aim was to further develop Getyourdrive’s fleet management strategically – with a solution that both optimizes internal processes and raises support for business customers to a new level.
The focus was on the development of a digital customer portal that:
enables intuitive self-service for business customers,
automates internal processes efficiently,
is based on existing Salesforce data structures,
integrates Third-party systems
and is scalable and future-proof in the long term.
In joint consultations and a workshop, we concretized this goal technically and professionally. With a view to realistic expandability, optimal data usage and a user-friendly design.
In order to implement this objective operationally, specific requirements were formulated that formed the basis for the subsequent technical architecture:
These requirements formed the basis for the development of the Getyourdrive Mobility Hub.
Building on the existing Salesforce structures, a solution was created that intelligently combines internal processes and external customer experiences.
The result is the Getyourdrive Mobility Hub – a business customer portal that uses the central database from Salesforce to make fleet management an efficient and self-service experience for business customers.
The data management and user interface are clearly separated – linked by stable interfaces, automated processes and intuitive user guidance.
The focus was on three central components:
Reliable data basis:
All vehicle, user and contract-related information is managed and maintained in Salesforce.
Digital customer interaction:
The Mobility Hub prepares this data in context – as an accessible, visually designed portal for business customers.
Process automation:
Workflows such as reminders, status changes or contract renewals access the Salesforce logic directly.
We laid the technical foundations for the Mobility Hub in Salesforce – with the necessary flows, data structures and automation. The intuitive user guidance in the portal was then specifically tailored to this and optimized for mobile use.”
Laisa Jessen
Senior Salesforce Consultant
In the portal, business customers have access to:
Detailed vehicle and user overviews that are linked to each other
A transparent and clear cost manager including all ancillary costs
Contract and status information for each vehicle
Extensive filter and search functions
Self-management of orders, changes or document access
The result is not just a modern customer portal, but a real lever for efficiency, customer satisfaction and growth. The solution reduces internal effort, relieves the burden on customer service and enables smooth interaction between Getyourdrive and business customers – with a direct impact on efficiency, process speed and scalability.
The four key added values can be summarized as follows:
65% fewer queries and information thanks to self-service in the customer portal
3x more vehicles serviced per employee on the customer side
2x faster processing thanks to processes without media discontinuity
Seamless interaction of portal, processes CRM
“Thanks to the close coordination with aquilliance, we were able to create a central database with Salesforce that serves as a single source of truth. Building on this, we have developed the Mobility Hub, which digitalizes our processes and offers our business customers real added value. For us, this is an important step towards future-proof growth, and I am already looking forward to the next joint projects, such as the comprehensive integration of HubSpot.”
"The collaboration with Getyourdrive is more than just a project for us. It's a real partnership of equals. We work together on digital solutions that not only work today, but will scale tomorrow."
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