A Career Company Boosts
Operational Efficiency with
Custom CRM Integration
Industry
Auto Transportation
Overview
The company, an auto transportation service provider, needed to scale its ability to manage quotes, shipments, and customer relationships with more speed, accuracy, and visibility as demand grew.
Challenge
Manual processes between disconnected systems were slowing down quotes and limiting visibility into shipments. Key challenges included:
- Repetitive manual duplication of order data between Salesforce and Super Dispatch
- Delays in responding to customer quotes
- Limited real-time visibility into shipments
- Increased administrative workload affecting customer engagement
The Solution
Sigma Solve customized Salesforce for auto transport order management and integrated it directly with Super Dispatch, removing manual data entry between systems.
Key initiatives included:
- Custom Salesforce Configuration - Tailored Salesforce for auto transport order creation and management.
- Super Dispatch Integration - Delivered smooth, direct integration between Salesforce and Super Dispatch.
- Automated Order Posting - Triggered automated order posting based on status updates.
- Elimination of Manual Entry - Removed manual data entry between systems entirely.
- Enhanced Visibility - Improved visibility into order and shipment status for the whole team.
Outcome
By removing manual data entry and connecting Salesforce directly to Super Dispatch, the company cut the time spent processing orders, responded to customer quotes faster, and gained the capacity to handle higher volumes without adding administrative overhead.