Implementing Zoho CRM for 400 Users to Drive Growth and Efficiency

Client

context

Best Bay Logistics is a freight brokerage firm that provides customized transportation and logistics solutions, including truckload, refrigerated, drayage, and less-than-truckload services. Their extensive network includes more than 30,000 carrier partners, enabling them to handle over 150,000 shipments with 350+ chassis, ensuring predictable capacity and real-time visibility for every shipment.

Best Bay Logistics aims to implement Zoho CRM to empower its 400-member sales team with tools to efficiently manage leads, convert prospects into customers, and ensure robust data privacy through user-specific settings. The implementation will also integrate Outlook and RingCentral to streamline communication and collaboration across the sales team.

Solutions

Detailed mapping of the sales process to identify inefficiencies in the process and create plans for improvement

Zoho CRM to centralize client data and manage the business development process.

Complex Client Scripts in Contacts and Accounts to ensure accounts are never duplicated.

Comprehensive automation to automatically recognize, reassign and nurture idle leads.

RingCentral and Outlook integration for 350+ users in Zoho CRM.

CRM Blueprints to streamline lead conversion with automations.

Gains

Increased Efficiency: Streamlined sales processes through detailed mapping and automation, reducing time spent on manual tasks.
Enhanced Lead Management: Idle leads are automatically recognized, reassigned for cont, improving lead conversion rates.
Elimination of Duplicates: Complex scripts in Contacts and Accounts ensure data integrity, reducing duplicate records.
Faster Lead Conversion: Implemented Blueprints that automate repetitive tasks and guide teams through the conversion process, reducing the lead-to-deal cycle time.
Scalable CRM Solution: Built a robust system capable of handling the needs of a growing business and scaling seamlessly with user demands.
Better Decision-Making: Comprehensive dashboards and reports enabled real-time insights, empowering leadership with actionable data.
Cost Savings: Reduced operational overhead by automating repetitive tasks and minimizing errors in the sales process.

Satisfaction and achievement of objectives

Satisfaction with interventions

TESTIMONIALS

NSI is a great partner to work with. They are professional and extremely knowledgeable in all things zoho. They assisted us in setting up many customizations that boosted our efficiency.

Jeremy Tyler
Director of Customer Success