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case study

Helping customer to optimize freight forwarding process

  • Industry: Freight Forwarders
  • Implementation Cycle: From concept to solutions build took 8 Months
  • Environment: Salesforce.com with integration to financial force & partner portal

About

Relocation Services Internationals (RSI) is an independent move management and forwarding company specializing in household goods transportation for corporate clients.

Challenge

  • Low lead conversion rate
  • No visibility to sales pipeline
  • Needed 360⁰ holistic view of relocation
  • Needed to divide shipments into segments and mapping vendors to each segment along with invoice.
  • No integration between accounting package and sales data.
  • Delay in settling accounts
  • RITA was built on VB6. Any change needed high cost and roll out time
  • Status updates to Transferee and Vendors was manual

Solution

  • SaaSFocus Consulting developed a SFDC native platform for RSI and migrated all the UI & Business logic of original RITA to the cloud.
  • Integrated RITAForce with Financial Force
  • Implemented Partner portal for Vendor and Transferees

Results

  • With out of box CRM app, lead conversion has been improved drastically
  • Better visibility in tracking invoices
  • Fast settlement of invoices
  • Real time updates to vendors & transferees on status of shipment and invoices
  • New changes need less cost and time to roll out
  • With dashboards, reports, tasks & checklist management, coordinators have better control over shipments.

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