Accelerating Sales Velocity with a Custom CRM for a Transportation Provider

Home Success Stories Accelerating Sales Velocity with a Custom CRM for a Transportation Provider

Customer Background

We’re a mid-market transportation and logistics provider thriving in a fast-paced freight world where speed, visibility, and smooth coordination between sales and operations are crucial. As our sales volumes grew, we realized we needed a CRM platform that could seamlessly integrate with our Transportation Management System (TMS) to support our scalable growth.

Industry

Logistics

Challenges

Our existing SaaS CRM wasn’t integrated with our TMS, which meant our teams had to juggle sales activities and shipment data across different systems. Here are some of the key challenges we faced:

  • Sales and operations data were stuck in silos across disconnected platforms  
  • Sales teams had to hop between multiple screens to keep track of leads and shipments  
  • Slower lead response times were dragging down our overall sales velocity  
  • We had limited visibility into how sales activities translated into shipments and revenue  
  • High CRM licensing costs without any transportation-specific features

The Solution

Sigma Solve stepped in and crafted a custom-built, logistics-native CRM that perfectly aligned with our sales and transportation workflows. The solution featured:  

  • A centralized CRM platform that brought together sales, shipment, and activity data  
  • Direct integration with our TMS for real-time shipment visibility  
  • Personalized, role-based dashboards tailored for our sales and leadership teams  
  • A lead “shot clock” to encourage quicker follow-ups and accountability  
  • Comprehensive tracking of sales activities directly linked to revenue and shipments  
  • Elimination of redundant CRM tools and SaaS platforms 

The Outcome

The custom CRM solution led to significant improvements across our sales and operations:

Streamlined workflows under one unified system

Quicker lead response times and enhanced sales velocity

Lower operational and licensing costs

Complete visibility into shipments, revenue, and sales activities

A stronger alignment between sales execution and operations

Client Testimonial

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Sigma Solve Inc. has been the go-to company for our IT consulting projects. They have consistently delivered enterprise software solutions exceeding our clients' expectations while working within tight schedules and budgets. I highly recommend them.

Jeff Hillier

Affordable projects are completed on time as promised, always! Friendly, excellent communication. They have the best Project Manager and technology strategists. I have worked with Sigma Solve Inc. on many projects for years, and they never failed me. I will continue to work with them.

Andy Narendra

Sigma Solve Inc. is the best web development company I have ever worked with. They are highly responsive, and what is equally important is they care very much about the quality of their work. I highly recommend them.

Tim Krejdovsky