Wrinom

Call Us +1 (437) 734-3995
Contact Us

How Did Helix Improve Logistics Operations with Salesforce Sales Cloud

Salesforce sales cloud
salesforce sales cloud
Client Success Story

Success Story: Helix Logistics

Industry: Logistics Solutions

Business Model: Freight Management, Warehousing, and Customer-Focused Services

Location: Chicago, Illinois, USA

Tools

Salesforce Sales Cloud, Salesforce Experience Cloud, Salesforce Flow, MuleSoft, Slack, Tableau CRM

Timeline

15 Months

Outcome: We help businesses move goods efficiently and reliably, ensuring timely deliveries and smooth supply chain operations.

Client Overview

Helix Logistics, based in Chicago, Illinois, is a leader in delivering tailored, efficient, and innovative transportation and logistics solutions. Specializing in freight management, warehousing, and customer-focused services, Helix serves diverse industries such as retail, steel, and electronics, striving to meet their complex and evolving needs.


Key Challenges

1. Streamlining Customer Management

Helix needed a robust system to centralize customer information and improve engagement.

2. Automating Sales Workflows

Manual sales processes created inefficiencies and slowed lead conversion.

3. Integrating Logistics Tools

Existing systems were fragmented, leading to a lack of real-time data and operational inefficiencies.

4. Enhancing Collaboration

Improved coordination with both customers and carriers was necessary for smoother operations.

5. Providing Real-Time Insights

Helix required real-time tracking and reporting to make informed decisions and improve transparency.


Solutions

1. Customer Relationship Management (CRM)

Implementation of a tailored Salesforce CRM and Salesforce Sales Cloud to centralize customer data and improve relationship management.

2. Workflow Automation

Automation of sales pipelines and logistics workflows to reduce manual efforts and enhance efficiency.

3. System Integration

Integration of existing logistics tools with Salesforce for unified data tracking and streamlined operations.

4. Real-Time Dashboards and Reporting

Development of custom dashboards and reporting tools for actionable insights and transparency.

5. Mobile Collaboration Tools

Creation of mobile applications to enhance collaboration between customers and carriers.

6. Training and Support

Comprehensive training programs and ongoing support to ensure smooth adoption and usage.


Tools and Technologies Used

1. Salesforce Sales Cloud

2. Salesforce Experience Cloud

3. Salesforce Flow

4. MuleSoft

5. Slack

6. Tableau CRM


Results Achieved With Salesforce Sales Cloud

1. Improved Operational Efficiency

Workflow automation significantly reduced manual tasks, increasing throughput and productivity.

2. Enhanced Customer and Carrier Satisfaction

Real-time tracking and transparency built trust and improved satisfaction among both customers and carriers.

3. Increased Sales Performance

Streamlined sales pipelines and better lead management contributed to an uptick in revenue.

4. Data-Driven Decision Making

Custom dashboards and real-time insights empowered Helix to make smarter, cost-effective decisions.

5. Optimized Logistics Operations

Integrated systems and improved collaboration created a more efficient and transparent business environment.


Talk to our experts today. Book your free consultation now!

You may also connect with us by mail at info@wrinom.com

More Related Portfolios

Visual portfolio, posts & image gallery for wordpress

Leave a Reply