Case studies
Comprehensive Software Solution for Logistics Process Automation
The client is a logistics service provider operating across multiple locations, cities, and countries. Their previous system relied on Pipedrive for lead inquiries, but all subsequent processes, such as sending quotations and scheduling shipments, were handled manually.
Business Need
The client needed an automated solution to streamline their logistics process, particularly after receiving lead inquiries. They wanted to reduce manual data entry and improve the efficiency of generating quotations, completing inventory forms, and scheduling shipments.
Proposed Solution
We integrated Pipedrive with a custom software solution that automated the entire lead management and logistics workflow. When a lead inquiry is received in Pipedrive, the data is automatically transferred to the new software. From there, the client can easily gather inventory details for the move from the customer, populate the inventory form, and send quotations to the Moveware software for shipment scheduling. Once the deal is closed, the data is sent to Moveware for the final move, streamlining the entire process.
Technology Stack
Laravel
Business Challenge
The manual process used by the client was prone to delays, human error, and inefficiency, especially when handling a large volume of logistics requests. With a large team of agents working with the client and no centralized system in place, managing operations became even more complex. The manual collection of inventory data and quotation generation added significant time to each transaction, further hindering the overall efficiency of their workflow.
Key Highlights
- Automated Lead Management: Leads from Pipedrive were automatically imported into the custom software, eliminating manual data entry.
- Inventory Cataloging: We automated the process, allowing agents to directly interview customers and catalog their inventory into the system, streamlining the entire flow for greater accuracy and efficiency.
- Quotation Generation: A template-based system for generating customized quotations based on customer requirements and inventory data.
- Move Scheduling: We automated the process to enable seamless scheduling of moves, allowing agents to coordinate directly within the system, and ensuring efficient planning and execution without the need for external tools.
Solution Approach
- Integration: Established a secure and reliable connection between Pipedrive and the custom software using APIs or integration tools.
- Data Mapping: Defined the mapping rules for transferring data between the two systems, ensuring accuracy and consistency.
- Workflow Automation: Created automated workflows to handle tasks such as lead assignment, inventory verification, quotation generation, and shipment scheduling.
- User Interface: Developed a user-friendly interface that allowed users to easily manage leads, inventory, and shipments.
Module Design
| 01. Auth |
 Access |
| 02. Staff |
| Admin/Agent Invite |
| Details |
| 03. Leads |
| Lead Sync |
| Move Details Edit |
| Inventory |
| Costing |
| Quotation |
| 04. Inventory |
| Inventory |
| Category |
| Room |
| 05. Costing |
| Job Type |
| Costing |
| 06. Quotation |
| Generate Quotation |
| Send Quote |
| Send to Moveware |
| Package Box |
| 07. Emails |
| Introduction |
| Inventory Cataloging |
| Send Quotation |
-
User
-
Leads
-
Inventory
-
Move details
-
Quotation
-
Emails
Results
- Efficiency increased by 70% for each lead, streamlining logistics processe.
- Labor efforts were reduced, saving 50 minutes per lead.
- Cost savings amounted to $17 per lead, enhancing overall profitability.
Conclusion
By automating the logistics process from lead inquiry to shipment scheduling, the client was able to significantly enhance productivity and reduce the potential for human error. The integration of Pipedrive with custom software streamlined operations and helped the client serve more customers effectively across various locations.
Country
UAE
Industry
Logistics
20+
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300+
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