Conga Composer sets Dealer Profit Services apart from competitors, and they 'haven't looked back'

Challenge

Dealer Profit Services provides outsourced financial services for the marine and RV industry, and worked with a lot of paper and physical, manual processing. It was not only very slow, but very labor intensive on its small staff.

Chief Operating Officer Myril Shaw has been in this business for awhile, and has learned through past experiences at other organizations that major national lenders would sometimes send up to 60 pages of paperwork—with many, many blanks for signatures. This meant hours per customer, and plenty of opportunity to enter mistakes.

It was an overwhelming process, Shaw said. Lenders expected the process to be slow, with financial services providers copying and pasting information to Microsoft Word documents, and Shaw wanted to eliminate those steps to provide a better, quicker process.

“I wasn’t going to admit defeat, but there was so much to keep track of,” he said. “If we have to do this manually every time we get a customer, then I’m going to cap out at two customers and one lender. So that’s when I went on my search for a solution.”

Solution

This was nearly a decade ago that Shaw set out to find an answer to his paper-heavy headache. His search brought him to Conga Composer.

“Composer was the solution I settled on at that moment and I haven’t looked back,” he said. “By having efficient processes to complete all the paper, to do all the work for us, we can get a lot more done, with a lot fewer people and a lot faster than any of our competitors in this space.”

And Shaw thinks a lot about his competitors. He knows his customers don’t know what’s happening behind the scenes, but they do know when they have quicker results. This sets Dealer Profit apart from the other guys.

“That becomes a terrific differentiator, and Conga plays a huge role in it,” he said. “Going out and being just like everybody else means you’re not different than anyone else.”

Now, Shaw can send an email with multiple attachments with the peace of mind that everything is accurate, precise, and quick—every time.

“Conga just makes that so simple, just with a button,” Shaw said. “It’s a set-it-and-forget-it. Everybody’s happy when you can push a button and out pops a fully populated document. I’ve been doing this a while, and that’s still like magic.”

Business outcomes

• Technology is the major differentiating factor between Dealer Profit and its competitors.
• Composer saves Dealer Profit hours per customer, down to just minutes. Create.
• The opportunity to create an error has been eliminated.