neovia migration from winmore to salesforce sales cloud

 

Salesforce Sales Cloud, Quip and My Trailhead Implementations

Project

Summit Technologies migrated Neovia Logistics from Winmore to a custom Salesforce Lightning CRM Implementation with services including:

  • Custom Sales Cloud for multiple sales processes and commission tracking

  • Quip for collaboration

  • Reports and dashboards to support both sales leadership and sales team's efforts

  • User and administrator training

  • Data architecture & loading

Client

Neovia is a global leader in third-party logistics, operating more than 100 facilities in 20 plus countries across six continents. For over 30 years, Neovia has combined an OEM mindset with real-world innovation to partner with, and solve complex logistics challenges for, leading companies in the automotive, industrial, aerospace and technology sectors.

Challenge

Neovia Logistics was using a CRM (Winmore) that was no longer meeting the needs of their sales team. 

Neovia Logistics:

  • Needed to quickly get up and running in Salesforce with assistance and guidance to ensure a smooth transition

  • Had a user who was a previous Salesforce administrator and desired to work in tandem with Summit Technologies to increase talent

  • Utilizing a complex sales process, they needed to ensure their processes were set up in Salesforce with efficiency and accuracy at in mind

  • Sought consultation on industry and technology best practices to meet their commitment of continuous process improvement

  • Needed for a strong internal collaboration tool to ensure prospects are effectively qualified and proposals are constructed in a timely fashion. Transparency, automation, timely notifications and effective oversight were the keys to success

  • Desired to integrate Salesforce with other systems to further enhance the value of the solution

Solution

Summit Technologies designed and configured a custom solution that got Neovia Logistics up and running in two months, with a sales automation process.

Summit Technologies: 

  • Automated the creation of tasks at relevant steps in the sales process

  • Integrated Quip for account planning to foster communication between members of the sales team and their clients

  • Designed and built sophisticated commission tracking system

  • Advised and configured Single Sign On (SSO)

  • Integrated MyTrailhead for user training

  • Enabled Einstein Activity Capture

  • Created Sales scoring methodology

  • Developed reports and dashboards to align with key performance indicators (KPI) to ensure all RFP deadlines were met

 

Result

Summit Technologies was able to deliver the project on time and on budget, migrating Neovia Logistics off their previous system with no interruption to their business.Neovia staff can now effectively collaborate with internal sales team members as well as external client stakeholders to easily and effectively collaborate on sales opportunities with the comfort of knowing there is proper oversight, data security and accountability.