Driving efficiency in logistics: Clorce’s Salesforce-based transport management solution
About the client:
Our client – a small but growing logistics company servicing renowned soda brands – rapidly scaled from managing just a single warehouse to five. This sudden expansion exposed the limitations of their existing Excel-based transport management system, which caused unnecessary confusion in documentation and delays in payment processing.
With an influx of contracts and new routes to manage, employees were overwhelmed with managing all of this manually, leading to inefficiencies and increasing error rates. This called for a transformational change – a need which was fulfilled by Clorce’s new Salesforce-based transport management system.
Project description:
The rapid growth of the client’s company amplified the inefficiencies of its manual, Excel-based system. The employees were overburdened with the sheer volume of data input and manual document processing. What’s more, there was no centralized data management system, with crucial documentation fragmented over several storage devices. This system was not sustainable anymore, and the lack of automation was costing the client valuable resources and compromising service quality.
The solution:
Clorce used the Salesforce platform to create a robust transport management system (TMS), coupled with a comprehensive back office system. This system became the central hub for all transport details, storing them in a centralized database that was easy to access from supported devices. This integration allowed the client’s external customers to input transport details directly into the system, minimizing manual data handling and error risk, while still allowing employees to easily add and edit information.
The new system also allowed the company’s transport contractors to self-assign routes, eliminating additional administrative oversight and streamlining operations. All payment details and processing was automated, and at the end of each month, invoices for all clients and contractors were generated automatically in a matter of minutes, replacing a process that once took several days and multiple employees to complete.
Results:
Clorce’s Salesforce-based custom solution revolutionized the client’s operations. The time saved from the automation was very significant, allowing employees to focus on more valuable tasks. The client reported a substantial improvement in documentation handling and reduction in errors – a result of eliminating manual data management and processing.
The new back office system allowed the company to easily manage stock and process payments, speeding up daily and monthly operations. By integrating Clorce’s new transport management system, the client could more effectively manage the sharp increase in contracts that came with their rapid growth, scaling the system according to current needs. The new capacity to automatically generate invoices at the end of each month further contributed to saving time and reducing the workload on company staff.
With this integration, Clorce provided a transformative solution for a rapidly growing transport management company. The client needed a highly-scalable solution, ready to grow together with rising needs, which the Salesforce platform swiftly delivered. The automating transport and payment processing streamlined company operations, saved time, and increased overall productivity. This integration illustrates the potential for Salesforce-based solutions to support businesses during rapid growth phases, making sure they can effectively and efficiently scale their operations.
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