About the client
Our client is a top intermodal equipment provider specializing in marine and specialty container chassis, manages premier marine chassis pools in the US. The client provides innovative solutions, modern fleets, and cutting-edge technologies to meet the nation’s transportation needs.
Client challenges
- The client lacked a structured system to monitor and track sales opportunities.
- Inadequate nurturing of active leads has decreased conversion rates, disrupted the natural flow of the sales cycle, and hindered the smooth transition from prospects to customers.
- Without personalized communication, leads risked loss of interest, which led to extended sales cycles.
Solution
- LevelShift integrated a one-click proposal creation feature into the client’s website and automated record generation with essential data capture for future reference.
- This streamlined system eliminated manual data input and formatting tasks, allowing the sales team to concentrate on core activities like client engagement and deal closures.
- The automated proposal process expedited the sales cycle and improved operational efficiency significantly.
- The introduction of the opportunity auto-creation feature allowed for the immediate generation of new opportunities when customers submit forms on the website.
Benefits
- Implementation of the one-click proposal function boosted sales performance by 35% in lead closure rate and 33% in the sales cycle.
- Seamless capture of leads and proposals within Salesforce provided the client with exceptional visibility into their sales pipeline.
- Integration facilitated smooth communication and collaboration within the sales team.
- Reduced manual workload, saving 1500 man hours a year, and enhanced lead response time through automated proposal generation and data tracking.