Client stays on the fast track in the logistics sector through Salesforce Implementation and Automation

 

About the Client

Client is a non-asset-based provider of truckload and less-than-truckload transportation services. They utilize a variety of ground and air transportation modes and combine them with an international network of professional, knowledgeable agents to guarantee shipment of their clients’ cargo anywhere in the world.

 

Solution

  • Using Salesforce implementation templates, team completed the implementation in quick time.
  • Data from spreadsheet was meticulously de-duplicated and uploaded into Salesforce using data loader CLI.
  • introduced automation solution by utilizing the advanced functionality “Visual Flows” of Salesforce Enterprise Edition.
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Benefits

  • The sales team was able to close 75% more deals than usual
  • Process automation resulted in 100% data accuracy and eradicated human error.
  • User-friendly – Records can be easily loaded or updated individually or in mass.
  • Propelled customer satisfaction level to a new high

Salesforce: Sales Cloud

Technologies: Apex, Flows

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