Overview
Discover how the integration of Salesforce customizations streamlines lead management and enhances the sales funnel for a logistics company.
What You Need To Know
PLS Logistics Services sought to enhance lead management and streamline its sales funnel by implementing custom Salesforce solutions.
Why It Matters
In the competitive logistics industry, efficient lead management and tracking are crucial for customer acquisition and operational effectiveness.
What HIC Did
HIC Global Solutions helped PLS Logistics automate lead management, improve visibility, and enhance reporting through custom Salesforce development and Aura Components.
Overview
Discover how the integration of Salesforce customizations streamlines lead management and enhances the sales funnel for a logistics company.
What You Need To Know
PLS Logistics Services sought to enhance lead management and streamline its sales funnel by implementing custom Salesforce solutions.
Why It Matters
In the competitive logistics industry, efficient lead management and tracking are crucial for customer acquisition and operational effectiveness.
What HIC Did
HIC Global Solutions helped PLS Logistics automate lead management, improve visibility, and enhance reporting through custom Salesforce development and Aura Components.
About the Client
A leading provider of logistics services in the US, PLS Logistics Services was founded in 1991.
Headquartered in Cranberry Township, PA, a suburb of Pittsburgh, PLS provides dependable outsourced logistics solutions as well as freight brokerage services.
The company manages more than a million loads annually across all major freight modes: truckload, LTL, rail & barge, air & ocean, and intermodal. Our client, PLS AB is committed to efficiency and transparency through its innovative TMSs and carrier networks.
Many industry-leading publications like Inbound Logistics, Transport Topics, and others consistently recognize PLS as a top logistics provider among small businesses and Fortune 500 companies.
About the Client
A leading provider of logistics services in the US, PLS Logistics Services was founded in 1991.
Headquartered in Cranberry Township, PA, a suburb of Pittsburgh, PLS provides dependable outsourced logistics solutions as well as freight brokerage services.
The company manages more than a million loads annually across all major freight modes: truckload, LTL, rail & barge, air & ocean, and intermodal. Our client, PLS AB is committed to efficiency and transparency through its innovative TMSs and carrier networks.
Many industry-leading publications like Inbound Logistics, Transport Topics, and others consistently recognize PLS as a top logistics provider among small businesses and Fortune 500 companies.
Challenges Faced
In the logistics industry, where efficient lead management drives the sales process, PLS Logistics Services encountered the following significant challenges
Inefficient lead management process
Our client was facing issues in identifying leads that were not yet ready to buy and were having trouble tracking the progression of leads through their sales process.
Lack of customization options
They were getting a lot of errors while updating leads with no proper profile and option in buckets. They needed us to customize their org to add some relevant buckets and dropdown
Inability to report on important data
They needed a way to track and report on data such as why leads were not ready to buy and the status of calls made to leads.
Need for improved visibility
They were facing issues a getting a comprehensive view of their total leads
Challenges Faced
In the logistics industry, where efficient lead management drives the sales process, PLS Logistics Services encountered the following significant challenges
Inefficient lead management process
Our client was facing issues in identifying leads that were not yet ready to buy and were having trouble tracking the progression of leads through their sales process.
Lack of customization options
They were getting a lot of errors while updating leads with no proper profile and option in buckets. They needed us to customize their org to add some relevant buckets and dropdown
Inability to report on important data
They needed a way to track and report on data such as why leads were not ready to buy and the status of calls made to leads.
Need for improved visibility
They were facing issues a getting a comprehensive view of their total leads
Challenges Faced
In the logistics industry, where efficient lead management drives the sales process, PLS Logistics Services encountered the following significant challenges
They were facing issues with
- Inefficient lead management process
- Lack of customization options
- Inability to report on important data
- Need for improved visibility
Our client was facing issues in identifying leads that were not yet ready to buy and were having trouble tracking the progression of leads through their sales process.
They were getting a lot of errors while updating leads with no proper profile and option in buckets. They needed us to customize their org to add some relevant buckets and dropdown
They needed a way to track and report on data such as why leads were not ready to buy and the status of calls made to leads.
They were facing issues a getting a comprehensive view of their total leads
Solutions proposed by HIC
After analyzing the challenges faced by our client, the development team at HIC sat down for a brainstorming session and came up with the following solutions for the client
Development of Aura Component Dashboard
- Created a funnel from total leads to display on each homepage, including New leads, Working leads, DMR, Hot leads, and Pending credit app.
- Implemented code to display call status by clicking on color building blocks on the Stacked column, providing a filtered view of particular calls.
Custom Field and Dropdown Creations
- Created a checkbox-type field to convert any lead to Quoting leads.
- Developed a dropdown list to change ‘Currently Not Interested’ into ‘Not Ready to Buy’ and removed the ‘Currently not interested’ option.
- Created another dropdown list for “Not Ready to Buy” with choices such as Seasonal freight, Not taking on brokers, Not RFP season, Under contract, and In-house trucks.
Solutions proposed by HIC
After analyzing the challenges faced by our client, the development team at HIC sat down for a brainstorming session and came up with the following solutions for the client
Development of Aura Component Dashboard
- Created a funnel from total leads to display on each homepage, including New leads, Working leads, DMR, Hot leads, and Pending credit app.
- Implemented code to display call status by clicking on color building blocks on the Stacked column, providing a filtered view of particular calls.
Custom Field and Dropdown Creations
- Created a checkbox-type field to convert any lead to Quoting leads.
- Developed a dropdown list to change ‘Currently Not Interested’ into ‘Not Ready to Buy’ and removed the ‘Currently not interested’ option.
- Created another dropdown list for “Not Ready to Buy” with choices such as Seasonal freight, Not taking on brokers, Not RFP season, Under contract, and In-house trucks.
Solutions proposed by HIC
After analyzing the challenges faced by our client, the development team at HIC sat down for a brainstorming session and came up with the following solutions for the client
The solutions which we offered to them
- Development of Aura Component Dashboard
- Created a funnel from total leads to display on each homepage, including New leads, Working leads, DMR, Hot leads, and Pending credit app.
- Implemented code to display call status by clicking on color building blocks on the Stacked column, providing a filtered view of particular calls.
- Custom Field and Dropdown Creations
- Created a checkbox-type field to convert any lead to Quoting leads.
- Developed a dropdown list to change ‘Currently Not Interested’ into ‘Not Ready to Buy’ and removed the ‘Currently not interested’ option.
- Created another dropdown list for “Not Ready to Buy” with choices such as Seasonal freight, Not taking on brokers, Not RFP season, Under contract, and In-house trucks.
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