Customer success

Soberan + BYD Casa Restrepo

Connecting WhatsApp lead qualification, vehicle quotes, and pipeline follow-up across three dealership locations in Colombia’s Coffee Region.

Styled BYD electric vehicle image for the BYD Casa Restrepo customer story in the Soberan customer-success visual system.
Industry
Automotive retail
Location
LATAM, Colombia
Soberan products
CRM, WhatsApp lead qualification, Shared inbox

Challenge

BYD Casa Restrepo sells BYD electric vehicles from three locations in Colombia’s Coffee Region. For most buyers the process starts on WhatsApp, with a message about a model, availability, financing, a test drive, or a trade-in.

Those conversations moved faster than the team could structure them. Which advisor owned a lead, what vehicle was discussed, what quote was sent, and which location should follow up lived in individual chats rather than in one sales record.

Solution

The dealership implemented Soberan CRM connected to its WhatsApp lines. Each inbound lead is captured at the first message, qualified with a defined set of questions, and assigned an owner.

Vehicle interest, quote context, pipeline stage, and next action are recorded on the opportunity, so an advisor at any of the three locations works from the same customer story.

The rollout also centralized marketing, sales, and service on one customer record. Campaign source, qualification answers, quotes, and after-sales conversations feed the same source of truth, so decision making and daily operations run on shared data instead of per-team tools.

Soberan screenshots showing CRM, pipeline, and follow-up workflows
Soberan connects the WhatsApp conversation to the CRM opportunity, quote, and pipeline stage.

Results

The three locations now share one pipeline. Every inbound WhatsApp lead is captured with an owner and a next action, and first response no longer waits for an available advisor. Managers can see which opportunities are open, who owns them, what was quoted, and what has to happen next, without scrolling back through an advisor’s chat history.

locations on one pipeline
3
of WhatsApp leads captured with an owner
100%
first response to new leads
<5 min

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