Improving Logistics Operations for a Leading SCM Provider

Increased workflow efficiency by over 60% and enhanced lead generation procedures with a robust SCM solution for the client.

At a glance

Supply chain and Logistics

Industry

Location

Successive Highlight

65%

‍Increased Workflow Efficiency

50%

‍Boosted Qualified Lead Generation

About the Client

The client is a leading company that helps customers with end-to-end supply chain management. They provide support with transportation and logistics to fulfill the delivery and shipping requirements in the local regions of the USA. The client aims to provide logistics support to ensure faster deliveries, transparent order tracking, and affordable shipping.

Challenge

The client wanted to build a dual-model system that can help with two distinct functions. First, they required the system to collect and streamline visitor data reflected on the Salesforce interface, which the sales team could employ to prepare reports and pursue qualified leads. Second, it would also function as a step-by-step mechanism to assist interested leads easily onboard. They wanted the system to help them with automated lead verification that could help them validate qualified leads and push them to the further onboarding process.

Solutions Implemented

To enhance the client’s online presence and lead management, Successive Digital implemented a comprehensive web development and data management strategy. Leveraging proven technologies and integrations, we created a fast, responsive, and brand-aligned website while streamlining lead capture and data handling for improved operational efficiency.

Responsive Web Development Built fast-loading, mobile-friendly web pages using HTML, PHP, and WordPress, tailored to reflect the client’s brand identity.
Custom Branding and Design Developed a visually cohesive site that aligns with the client’s image, improving user engagement and lead generation.
Lead Capture Form Integration Implemented both basic and detailed lead capture forms to categorize and qualify prospects efficiently.

Salesforce CRM Integration

Integrated Salesforce CRM with the client’s system to enable seamless data management and easy retrieval of lead information.

Efficient Data Handling

Optimized data workflows by connecting forms and CRM, ensuring qualified leads are promptly identified and engaged.

Automated Confidentiality Form

Added a confidentiality agreement form to secure interactions and establish trust with potential leads.

Outcome

Providing results that exceeded the client’s expectations

Enabled potential customers to specify their requirements online through customized forms, allowing the sales team to tailor personalized approaches effectively.

Increased the rate of qualified leads and supported potential business growth by improving lead capture and segmentation processes.

Streamlined analytical operations such as tracking, analyzing, and reporting by integrating the client’s system with Salesforce CRM.

Enhanced overall data management and retrieval, ensuring the sales team had timely access to actionable insights for better decision-making.

“Successive Digital’s solution transformed our logistics operations by significantly improving data management and lead generation processes. Their expertise in integrating Salesforce with our lead capture system helped us reduce manual efforts and focus more on qualified prospects. The increased workflow efficiency and higher quality leads have been instrumental in driving our business growth and enhancing customer satisfaction."

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