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.
Client challenges
The client faced inefficiencies in their sales process due to manual data entry, inconsistent record management, and limited automation. This resulted in slower deal closures, higher chances of human error, and suboptimal customer satisfaction.
Solution
LevelShift’s solution included:
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Rapid implementation: Utilized Salesforce implementation templates to complete deployment quickly and efficiently.
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Clean data migration: De-duplicated spreadsheet data and uploaded it into Salesforce using Data Loader CLI for accuracy and reliability.
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Automation with Visual Flows: Leveraged Salesforce Enterprise Edition’s Visual Flows to automate processes and improve operational efficiency.
Benefits
By implementing Salesforce solutions, LevelShift enhanced the client’s sales processes, data management, and customer experience. The benefits include:
- 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.