CUSTOMER STORY
How Oaken Improved Lead Conversion, Sales Visibility, and Revenue Growth
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Company Profile
Oaken Equipment is Canada’s largest Bobcat dealer network, operating five locations across Ontario, including Bobcat of Toronto (Brampton & Scarborough), Bobcat of Windsor, Bobcat of Barrie, and Bobcat of Muskoka. With more than 95 employees and over $115 million in annual revenue, Oaken has built a reputation as one of Canada’s leading providers of compact construction equipment and support services.
Serving customers across construction, excavation, landscaping, agriculture, demolition, recycling, and other industrial sectors, Oaken works with businesses ranging from independent owner-operators to large enterprise contractors. As the company continued to grow, it needed a more scalable way to manage leads, sales activity, customer relationships, and marketing across multiple locations.
The Challenge
- No centralized CRM platform
- Manual lead management processes
- Limited visibility into the sales pipeline
- Slow lead response times
- Difficulty maximizing post-sale opportunities
- Disconnected sales, marketing, and operational systems
With approximately 15 sales representatives and leads arriving from numerous channels, Oaken needed a more connected approach.
The Solution
App Solve implemented Salesforce CRM and integrated it with VitalEdge IntelliDealer to create a connected sales and customer management platform.
Additional capabilities were added to support:
- Lead management and routing
- Customer visibility
- Sales pipeline tracking
- Marketing automation
- Customer engagement tracking
- Quoting and sales processes
The goal was to create a single ecosystem that connected customer, sales, marketing, and operational data.
The Results
The impact was immediate:
- Leads routed to the correct representative faster and with greater accuracy
- Sales representatives responding within minutes
- Quotes delivered within the hour
- Improved visibility across the customer journey
- Better sales pipeline management
- Stronger post-sale opportunities across parts, service, and rentals
Business Results:
- 60% better lead conversion
- $200,000+ in additional monthly sales
By connecting Salesforce, IntelliDealer, and marketing automation tools, Oaken built a scalable platform that supports continued growth across all locations.
Products Utilized
LeadBridge
Smart lead routing built for equipment dealers ensuring the right lead reaches the right rep, faster.
DealerSync
Two-way synchronization between VitalEdge IntelliDealer and Salesforce CRM, connecting operations with revenue generation.
Marketing Cloud
App Solve’s Marketing Cloud offers clients data-driven solutions that actually drive higher sales and not just an increase in leads.
Final Outcome
Oaken’s objective was never just software.
It was growth.
By building a connected CRM and marketing engine around IntelliDealer, Oaken created a system that supports faster sales, stronger customer relationships, and greater lifetime customer value across every location.
This positioned Oaken not just to operate more efficiently today—but to scale confidently for the next 10 years.