{"id":17200,"date":"2023-12-21T08:14:03","date_gmt":"2023-12-21T14:14:03","guid":{"rendered":"https:\/\/prolifics.com\/us\/?p=17200"},"modified":"2025-09-19T21:20:31","modified_gmt":"2025-09-19T15:50:31","slug":"salesforce-engineering-helps-keep-the-cash-and-truckers-rolling-along","status":"publish","type":"post","link":"https:\/\/prolifics.com\/usa\/resource-center\/case-studies\/salesforce-engineering-helps-keep-the-cash-and-truckers-rolling-along","title":{"rendered":"Accelerating Factoring Efficiency for the Trucking Industry through Salesforce Innovation"},"content":{"rendered":"<h4>Our client<\/h4>\n<p><span data-contrast=\"auto\">Our client is a leading provider of financial, office and technology services to the trucking industry.\u00a0<\/span><span data-contrast=\"auto\">Our client\u2019s main business is accounts receivable factoring. This means that our client buys the accounts receivable of a trucking company \u2013 the monies owed to the trucking company by their customers (shippers).\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h4><\/h4>\n<h4>Challenge<\/h4>\n<p><span data-contrast=\"auto\">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:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span data-contrast=\"auto\">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.<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">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.<\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">Because of the systems, the client\u2019s back-office staff wasn\u2019t getting the right information to help their customers or the company itself.<\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">There were also challenges in creating daily and monthly sales reports. The client struggled to present meaningful data to its executive board.<span style=\"background-color: var(--global--color-background);color: var(--global--color-primary);font-family: var(--global--font-secondary);font-size: var(--global--font-size-base)\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559685&quot;:360,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h4>Action<\/h4>\n<p><span data-contrast=\"auto\">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.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h4>Results<\/h4>\n<p><span data-contrast=\"auto\">With Marketing Cloud and the new digital avenues, campaigns are getting new leads from different sources, with lower costs per conversion.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">With the API integration, the data, rules and the validation conditions are sent to Sales Cloud within 20 minutes \u2013 meaning customer answers in 20 minutes.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">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.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h4><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h4>\n<h4>More on Prolifics\u2019 Salesforce Engineering<\/h4>\n<p><span data-contrast=\"auto\">This success story comes from Prolifics\u2019 Salesforce Engineering offering. It\u2019s 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.\u202f\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h4>About Prolifics<\/h4>\n<p><span data-contrast=\"auto\">At Prolifics, the work we do with our clients matters. Whether it\u2019s 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.\u202f While our competitors are throwing more bodies at a project, we are applying automation to manage costs, reduce errors and deliver your results faster.\u202f\u202f\u202f\u202f\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\u202f<\/span><span data-contrast=\"auto\">Let\u2019s accelerate your transformation journeys throughout the digital environment \u2013 Data &amp; AI, Integration &amp; Applications, Business Automation, DevXOps, Test Automation, and Cybersecurity. We treat our digital deliverables like a customized product \u2013 using agile practices to deliver immediate and ongoing increases in value.\u202f Visit <\/span><strong><a href=\"https:\/\/prolifics.com\/\">prolifics.com<\/a><\/strong><span data-contrast=\"auto\"> to learn more.\u202f\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our client Our client is a leading provider of financial, office and technology services to the trucking industry.\u00a0Our client\u2019s main business is accounts receivable factoring. This means that our client [&hellip;]<\/p>\n","protected":false},"author":60,"featured_media":29380,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[69],"tags":[],"class_list":["post-17200","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies","has-post-title","has-post-date","has-post-category","has-post-tag","has-post-comment","has-post-author",""],"acf":[],"builder_content":"","_links":{"self":[{"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/posts\/17200","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/users\/60"}],"replies":[{"embeddable":true,"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/comments?post=17200"}],"version-history":[{"count":0,"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/posts\/17200\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/media\/29380"}],"wp:attachment":[{"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/media?parent=17200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/categories?post=17200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prolifics.com\/usa\/wp-json\/wp\/v2\/tags?post=17200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}