Salesforce Engineering Helps Keep the Cash – and Truckers – Rolling Along

Our client

Our client is a leading provider of financial, office and technology services to the trucking industry. Our client’s main business is accounts receivable factoring. This means that our client buys the accounts receivable of a trucking company – the monies owed to the trucking company by their customers (shippers).  

Challenge

The challenges our client faced were in critical segments of their business and were related to managing customer data, providing customer services, and lifting up the overall customer experience. The challenges included: 

•  The struggle to get new customer leads, and then convert and onboard those customers, all in a cost-effective manner. Our client felt that their onboarding costs were expensive.
• The factoring process needs a number of different pieces of information to determine what the discounted payment should be. Our client was running these rules on an old, legacy system which was no longer meeting their needs.
• Because of the systems, the client’s back-office staff wasn’t getting the right information to help their customers or the company itself.
• There were also challenges in creating daily and monthly sales reports. The client struggled to present meaningful data to its executive board. 

 

Action

Our work with the client falls under our Salesforce Engineering offering. Salesforce is a leading customer relationship management (CRM) company. This client contacted us through a recommendation.  

 

Results

With Marketing Cloud and the new digital avenues, campaigns are getting new leads from different sources, with lower costs per conversion.  

With the API integration, the data, rules and the validation conditions are sent to Sales Cloud within 20 minutes – meaning customer answers in 20 minutes. 

With information updating in Service Cloud, the back-office staff can readily track receipts and payments, with seamless communication between customers and the back-office team.  

 

More on Prolifics’ Salesforce Engineering

This success story comes from Prolifics’ Salesforce Engineering offering. It’s our process of designing, developing and maintaining software applications built on the Salesforce platform. Our offering includes programming languages, frameworks, tools, integrations, security, scalability and performance. Salesforce Engineering helps to build a robust and scalable platform for you to drive growth.   

  

About Prolifics

At Prolifics, the work we do with our clients matters. Whether it’s literally keeping the lights on for thousands of families, improving access to medical care, helping prevent worldwide fraud or protecting the integrity and speed of supply chains, innovation and automation are significant parts of our culture.  While our competitors are throwing more bodies at a project, we are applying automation to manage costs, reduce errors and deliver your results faster.      

 Let’s accelerate your transformation journeys throughout the digital environment – Data & AI, Integration & Applications, Business Automation, DevXOps, Test Automation, and Cybersecurity. We treat our digital deliverables like a customized product – using agile practices to deliver immediate and ongoing increases in value.  Visit prolifics.com to learn more.   

 

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