Case Study: Westlake Financial achieves increased field-sales accountability and validated performance with Actsoft's Comet Tracker

Westlake Financial - Customer Case Study

Westlake Financial, a Southern California–based auto finance company with over 20 years’ experience and a network of more than 10,000 dealerships, needed a way to validate and manage the performance of its more than 200 mobile sales representatives. The company sought a proven mobile resource management (MRM) solution with reliable GPS tracking and robust reporting so it could set new sales expectations, policies, procedures, and compensation plans based on verified field activity. Westlake turned to Actsoft and its Comet Tracker product to address these needs.

Actsoft’s Comet Tracker provided GPS breadcrumb history, an easy-to-use dashboard, BlackBerry-enabled data capture, and Comet Insight reporting that let Westlake define quotas, measure time spent at accounts, and build a service score based on appointments, time on site, and outcomes. The solution increased employee accountability, enabled accurate, performance-based compensation decisions, resolved account-ownership disputes with timestamped location data, and transformed how Westlake manages and evaluates its field sales team.

Westlake Financial

Mark Vasquez

VP of Sales