Vegacompass, Business optimization through CRM domain & Tech knowledge

CASE STUDY

Seamless Shipping Solutions: Optimizing CRM and Analytics for a Global Logistics player

About the Client

OSM, a global leader in logistics, shipping, and transportation, needed a comprehensive setup within Salesforce CRM to streamline its B2B marketing analytics, lead management, and data security. By implementing end-to-end B2B marketing analytics, OSM achieved a unified view of lead progress across various channels, enabling data-driven decisions for improved customer engagement. To safeguard critical data, Salesforce’s data backup solution was configured, providing a layer of protection against data loss. The setup of dedicated sandboxes facilitated testing and development, ensuring process integrity, while automation for lead conversion and assignment improved response times. Lastly, UI/UX improvements provided a smoother experience for end users, enhancing productivity through optimized page load times and simplified data access.

Description

Optimized Salesforce CRM for OSM by implementing B2B marketing analytics, automating lead processes, and improving data security. Enhancements included dedicated sandboxes, UI/UX upgrades, and a scalable framework to support OSM’s global logistics operations.

Work Details

Configured Salesforce B2B Marketing Analytics to offer a complete, real-time view of lead sources, channel performance, and lead conversion metrics.

Enabled Salesforce’s data backup solution for secure, automatic backups, ensuring data availability and mitigating risks associated with potential data loss.

Set up multiple sandboxes, including development, testing, and staging environments, to facilitate secure development and deployment of customizations.

Implemented an automated lead conversion process, along with lead assignment rules, to ensure efficient handling and follow-up for all incoming leads.

Conducted UI/UX improvements by analyzing page structures and field usage, leading to optimized page layouts and reduced load times for end users.

Benefits

Achieved a 360-degree view of leads across all B2B channels, enabling OSM’s marketing and sales teams to make informed, strategic decisions.

Ensured data security and availability with regular, automated data backups, reducing the risk of data loss and ensuring compliance.

Enhanced system stability and reduced errors through the use of dedicated sandboxes for development and testing.

Increased lead conversion efficiency by 40% due to automated assignment and conversion processes, allowing quicker follow-ups.

Improved user experience for sales and support teams by simplifying page layouts, leading to a 20% reduction in page load times.

Enabled higher productivity through streamlined workflows and optimized user interfaces, reducing the time spent navigating data.

Provided a scalable framework for future Salesforce CRM enhancements, supporting OSM’s ongoing growth and operational needs in global logistics.

*Partnered with Coresolute LLC and delivered as Thutech

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