OBJECTIVE

The project aimed to integrate Salesforce with Super Dispatch to automate the creation of orders and transfer order-related information seamlessly. This integration sought to minimize manual data entry, enhance operational efficiency, and implement automation features, including timely email alerts at each stage of the order process.

CHALLENGES

Data Synchronization: Managing the synchronization of data between Salesforce and Super Dispatch.
Automation Timeliness: Ensuring that automation, such as email alerts, was triggered at the appropriate stages without delays.
Existing Errors: Addressing and resolving pre-existing errors within Salesforce that impacted overall functionality.

APPROACH

Process Analysis: Initially analyzed the manual process to determine how best to automate order creation and data transfer.
Seamless Integration: Designed and implemented a seamless integration between Salesforce and Super Dispatch.
Automation Implementation: Implemented automations, including email alerts for customers and internal teams, ensuring real-time updates as orders progressed through stages.
Error Resolution: Debugged and resolved existing errors within Salesforce to enhance overall system performance.

BUSINESS BENEFITS

Reduced Manual Effort: Decreased the need to manually re-enter orders into Super Dispatch.
Timely Updates: Provided real-time updates via email alerts at each stage of the order process, improving communication.
Increased Efficiency: Enhanced operational efficiency and accuracy through the automated system.

CUSTOMER PROFILE

The client is an innovative transportation and logistics partner utilizing AI to deliver efficient, cutting-edge car shipping solutions and enhance customer experiences.

CUSTOMER FEEDBACK

The Client expressed high satisfaction with the integration. The streamlined order management and timely email alerts significantly improved their operational efficiency and customer communication.

INDUSTRY

Transportation and Logistics, specifically car shipping.

TECHNOLOGY AND TOOLS

Salesforce: CRM for customer and order management.
Super Dispatch: Logistics and order management platform.

ABOUT CLOUDQ

CloudQ is one of the INC 5000 fastest-growing private companies based in Alpharetta, GA. We specialize in cloud-based technology implementation such as Salesforce. Our clients attribute us to our transparent, highly efficient, customer-centric business model. We are the Crest consulting partner for Cloud-based Technology in Salesforce.

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