Unifying sales operations for TNTX

The challenge

TNTX is one of the largest Freightliner and Western Star dealers in the United States, formed through the merger of TAG Truck Center and Lonestar Truck Group. Bringing two companies together meant bringing two sets of customer data, processes and habits together too — and TNTX needed a single source of truth to operate as one business.

Before the engagement, sales reps tracked customer data on paper, in personal files and locally on individual devices. This siloed approach made it difficult to share information, run reports or get real-time visibility into sales operations and performance.

Traveling sales reps had no way to log into TNTX's systems while off-site, leading to reporting delays and out-of-date customer records. Meanwhile, outgoing and retiring team members had no structured way to record their institutional knowledge, so the company risked losing valuable expertise every time someone left.

The TELUS Digital solution

TELUS Digital implemented Salesforce Sales Cloud (Lightning version) to give TNTX a centralized hub for customer data, focused on leads, accounts and contacts. This gave sales teams from both merged companies a shared system to work from.

To solve the off-site access problem, TELUS Digital stood up Salesforce Mobile with standard activity features, so traveling sales reps could log activity and access customer records from anywhere.

TELUS Digital also configured TNTX's existing Tableau solution, installing a managed package to embed Tableau dashboards directly within Salesforce account record pages. This gave sales leaders performance data in the same place they managed customer relationships, without switching tools.

The team delivered user training to support adoption and, using unused budget funds, provided three weeks of additional post-launch support to help TNTX's team settle into the new system.

The results

With Sales Cloud, Salesforce Mobile and embedded Tableau dashboards in place, TNTX moved from a fragmented, paper-based process to a unified, mobile-accessible system. Key outcomes include:

• Employees can access and update customer information from anywhere
• Sales leaders can review real-time team performance and make informed decisions
• TNTX now has a structured way to preserve institutional knowledge as team members retire or move on
• Two merged dealer companies now operate from one centralized Salesforce platform