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Salesforce-Native Dealership ERP

Connect Vehicle Sales, Parts, Service, Inventory and Finance on Salesforce

Axolt helps dealerships manage vehicle inventory, CPQ, parts, service operations, purchasing, scheduling, invoicing and finance directly on one Salesforce-native ERP platform.

Dealership Operations Flow — Live

Customer Enquiry Captured

Lead, customer request or service need recorded

Live

Quote & Inventory Checked

Vehicles, parts, pricing and approvals aligned

Planned

Service or Sale Scheduled

Technicians, stock, appointments and fulfilment coordinated

Approved

Delivery, Billing & Reporting

Work completed, invoices issued and margins visible

Done
Sales Enquiries Linked to Quotes
Inventory Vehicles, Parts & Accessories
Service Jobs, Technicians & Parts
Finance Invoices, Costs & Margin

Axolt connects dealership customers, quotes, vehicle inventory, parts, service jobs, appointments, invoices and finance — helping sales, service, parts, operations and finance teams work from one Salesforce-native platform.

The Root Cause

Why Dealership Operations Slow Down
When Sales, Service and Finance Are Disconnected

Dealership performance depends on connected customer enquiries, quotes, vehicles, parts, service appointments, technicians, invoices and finance. When those records sit apart, teams spend too much time checking information and reacting late.

In Many Dealership Operations

  • Vehicle, parts and accessory inventory is spread across locations and systems
  • Sales teams prepare quotes without full inventory or margin visibility
  • Service teams schedule jobs before parts availability is confirmed
  • Warranty, service history and billing records are hard to connect
  • Finance reconciles sales, service, parts and invoices manually

The Impact

  • Pricing errors and slow quote turnaround
  • Service delays caused by missing parts or job details
  • Customers chase updates across sales, service and billing
  • Margin visibility by vehicle, service job or customer arrives too late
  • Managers lack one view of sales, parts, service and finance performance

Axolt brings dealership operations into Salesforce — connecting customer relationships, CPQ, vehicle and parts inventory, service operations, purchasing, scheduling, invoicing and finance so teams can work from one connected operational record.

Core Capabilities

Everything Dealership Operations Need

01

Vehicle, Parts and Accessories Inventory

Manage vehicles, parts, accessories, stock movements, receiving, transfers, allocations and fulfilment activity across dealership locations.

  • Vehicle inventory visibility
  • Parts and accessories inventory
  • Stock movements, receiving and transfers
  • Inventory linked to sales and service activity
Know what is available, allocated, ordered or ready to fulfil
02

CPQ and Accurate Dealership Quoting

Help sales teams configure, price and quote vehicles, packages, options, accessories and services with better control over pricing, discounts and approvals.

  • Product configuration and quote management
  • Pricing rules, discounts and approvals
  • Margin context before deal finalisation
  • Reduced manual quote preparation
Faster, more accurate quotes with stronger pricing control
03

Service Jobs and Work Orders

Connect service appointments, technician activity, job requirements, parts usage, work orders and job completion information inside Salesforce.

  • Service job and work order visibility
  • Job requirements connected to customer records
  • Parts usage linked to service work
  • Job progress visible to customer-facing teams
Better coordination between service advisors, technicians and customers
04

Parts Availability and Purchasing

Connect Salesforce inventory management with service jobs, suppliers, purchase orders and replenishment to reduce delays caused by missing parts.

  • Parts availability checks for service work
  • Purchase order and supplier visibility
  • Replenishment and stock control
  • Parts allocation linked to appointments
Reduce repeat visits, waiting time and service disruption
05

Technician and Appointment Scheduling

Plan appointments, technicians, resources and service capacity with people scheduling on Salesforce.

  • Technician availability and workload visibility
  • Appointment and job scheduling
  • Service capacity planning
  • Scheduling linked to parts and job requirements
Better utilisation and clearer service planning
06

Finance, Invoicing and Margin Control

Connect sales, service, inventory, purchasing, invoices and finance so teams can reduce manual reconciliation and improve visibility into revenue, cost and margin.

  • Invoicing and billing visibility
  • Finance linked to sales and service activity
  • Revenue, cost and margin reporting
  • Operational and financial audit trails
Stronger financial visibility from enquiry to invoice

Connected Visibility

Dealership Data Connected
Across Sales, Service and Finance

Teams can see customers, quotes, vehicles, parts, service jobs, appointments, invoices and finance in one connected Salesforce-native view.

Customer Records

Enquiries, quote history and service activity

Quotes & Sales Orders

CPQ, pricing, approvals and deal visibility

Vehicle Inventory

Available, allocated, ordered and fulfilled vehicles

Parts & Accessories

Stock, transfers, replenishment and allocations

Service Appointments

Scheduled work, technician availability and job status

Warranty & Service History

Connected service records and related activity

Invoices & Finance

Billing readiness, costs, revenue and margin

Reporting

Dashboards across sales, service, parts and finance

Axo AI on Agentforce

AI-Ready Dealership
Operations

Connected dealership data gives teams a stronger foundation for AI-assisted quote checks, vehicle availability summaries, parts shortage alerts, service risk reviews, customer updates and finance readiness reviews with Agentforce inventory operations.

Check quote readiness and pricing accuracy
Summarise vehicle availability by location
Surface parts shortage alerts
Review service appointment risks
Prepare customer update summaries
Review margin, billing and finance readiness

Before vs After

From Disconnected Dealership Workflows
to Connected Operational Control

Axolt reduces the friction between sales, service operations, parts, inventory, CPQ and finance by connecting these workflows inside Salesforce.

Traditional Process
1
Customer enquiry captured away from operational availability
2
Quotes prepared manually without full margin or stock context
3
Service jobs scheduled before parts are confirmed
4
Finance receives sales, service and invoice information late
5
Managers build performance reports from separate systems
Axolt on Salesforce
1
Customer, enquiry and operational activity connected
2
Inventory, CPQ, pricing and approvals visible in Salesforce
3
Parts, technicians and service appointments planned together
4
Invoices, costs, revenue and margin connected to operations
5
Dashboards support sales, service, parts and finance decisions

Connected Operations

Dealership Delivery Connected
Across Customers, Stock and Service

Axolt connects the operational workflows that sit behind faster dealership sales, service delivery and financial control.

Customer Enquiries

Customer records linked to quotes, sales orders, service jobs and finance

CPQ & Sales

Salesforce CPQ, quote approvals, pricing and sales order visibility

Inventory

Vehicles, parts and accessories visible across locations

Service Jobs

Field service, work orders, parts usage and completion details

Scheduling

Technician and appointment planning from Salesforce

Finance

Invoices, billing readiness, revenue, cost and margin visibility

Use Cases

Built for Dealership Teams That Need
Speed, Visibility and Margin Control

Axolt supports dealerships managing customer enquiries, quotes, vehicle stock, parts inventory, service appointments, technician scheduling, finance and reporting.

Vehicle Inventory Visibility

Track available, allocated, ordered and fulfilled vehicles across locations.

Parts and Accessories Inventory

Manage stock, transfers, receiving, replenishment and parts allocations.

CPQ and Quote Management

Control configuration, pricing, discounts, approvals and quote accuracy.

Service Appointment Scheduling

Plan service jobs, technician availability, appointment capacity and customer expectations.

Warranty and Service Tracking

Connect service history, warranty-related activity, customer records and billing context.

Finance and Margin Reporting

Improve visibility into invoices, revenue, cost, margin and operational performance.

Measurable Outcomes

What Dealership Teams Achieve with Axolt

Clearer vehicle and parts availability
Faster and more accurate dealership quoting
Better service and parts coordination
Improved technician and appointment scheduling
Reduced manual reconciliation across teams
Better revenue, cost and margin visibility
Connected customer, service and billing records
Salesforce-native dealership operations

Ready to Connect Dealership Operations?

Sales. Inventory. Service. Finance.
One Platform.

Bring customer enquiries, CPQ, vehicle inventory, parts, service operations, scheduling, invoicing and finance together with Axolt Dealership ERP on Salesforce.

Vehicle, parts and accessories inventory
Connected service, invoicing and margin reporting