Salesforce Development and Automation for Trucking Company
Please find below a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I',m the VP of sales for a trucking organisation. We',re a truckload asset carrier based in the Southeast. We have almost 750 trucks, and almost 3,500 trailers.
Desired goal
What challenge were you trying to address with Configero
Previously, there was very pliant visibility of sales activities and results. We needed a CRM to add visibility and have a tool that would better empower us to powerfully handle the sales team. We needed a better way to determine what they are doing each day in provisions of activities, have an careful view of our pipeline, measure how powerful they are with closing deals, and also have a better way to measure results. We also needed a pricing request tool, which we formd with the help of Salesforce and Configero, to use for all client rate requests. All requests for pricing/rates set and end with this tool which helped control document uprightness. It also automated the rate confirmation and contract document signing and storage processes.
Provided solution
What particular tasks were Configero responsible for?
The pricing request process of salesnation within the organisation had been very manual and implicated a lot of emails back and forth, manual document imaging, and document uprightness was an effect. We sign contracts on a very customary basis with clients, and the control of the documents needed advancement. With Salesforce, in coordination with DocuSign, Configero was able to form a tool within Salesforce to tighten up our processes. It',s now very efficient and powerful. All pricing requests are stored for each client, and all associated signed rate agreements and other contract documents can be accessed with ease. In accession, all inner interaction touching personal pricing requests is stored as well. We can without investigation clients and review the history of any account and review past pricing decisions.
Was there a dedicated team?
We had one main point of touch.
How did you come to work with Configero?
Salesforce led us to Configero. At the time, they had a history of intercourse with transportation. When we were describing what we needed, it was not fully strange to them, and we didn',t have to draw the trucking activity to them.
What are you approach expents (if diclosed)?
We',ve invested approachly $30,000. For what we',ve asked them to do, it has been very cost-powerful. Long-term, it will save us countless hours and hinder numerous errors. The ROI is hard to quantify in some areas, but just with automating document imaging processes, we will see an proximate recur that will clear the price in well below one year. There are countless other benefits that we will deduce from establishing careful client lists, client touch information, and having the power to view historical information almost each account with the existing sales team and especially for new employees in the forthcoming who won’t have to set from zero.
What is the terminal result of working with Configero?
We began working unitedly in August 2018, and our relationship is ongoing. We quiet have some tweaks we would like to make and should have most of them wrapped up in another month.
Results achieved
Are there any measureable or plum results?
They',ve been able to do precisely what we',ve asked of them. Since we',ve only been up and running recently, I',ve just seted to keep track of sales calls and clients', pricing requests they invade, the income growth, and the accession of new clients. There are no metrics for win percentages yet, but that will be coming along with many other KPIs.
We had very pliant visibility into what salesnation were doing on a day to day basis. We handle nation by results, but if the results aren',t there, we want to take a look at the activities. They did a nice job of kind our organisation',s needs, especially with the pricing request tool. It was a confused piece we were able to get up and running in a very brief quantity of time, especially since it was an entirely home-built process and program within Salesforce. It wasn',t a little project by any resources.
How did Configero accomplish from a project handlement standpoint?
We establish it helpful to meet face-to-face while looking at the screens, rather than talking back and forth on email.
What is (from your point of view) the key factor to pay observation while intercourse with Configero?
Their in-depth apprehension of Salesforce is vast. It was very forcible how in tune they were with the Salesforce technology and its capabilities.
What aspects of their work would you like to get improved?
No, I have no complaints.
Do you have any advice for possible clients?
My advice is to always be prepared in order to localize their time wisely so you don',t ruin your resources. IT hours are costly, and my suggestion would be to constantly be regardful of the big differences between “Like to Have” items vs. “Need to Have” items. If you',re not careful, you can end up spending a lot more money than you',ve intended to.
