Moving from a legacy ERP to a clear Salesforce sales process
Modern CRM setup for a freight operator moving away from a legacy internal system
Products:
Client & product
Laude Smart Intermodal S.A. is a Polish logistics company based in Toruń. The company focuses on intermodal transport that combines road, rail, inland water routes, and sea. Laude owns terminals, containers, wagons, and trailers, which gives it full control of the transport chain. Their innovative containers allow multi-sided access to cargo and give more than 30 percent higher transport efficiency.
Laude operates across key European routes with a strong presence between Ukraine, Poland, and Germany. They came to our team with a need to modernize their sales process and prepare for a future move to a microservice-based system.
Business challenge
- The internal ERP was old and focused only on operations and invoicing;
- No proper CRM layer for managing pre-sales work;
- Offers were created outside the system and stored in many Excel files;
- No shared structure for pricing and quotations;
- No integration between systems;
- No single source of truth for sales and pricing data.
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Results achieved
- More order in the sales process
- Fewer Excel files and fewer manual steps
- Clear visibility of deals and quotes
- Shared approach to pricing and quotation work
- A structured base for phase two integration
Business impact
The new Salesforce setup improves daily work and creates a stronger base for their next phase.
Better control over sales work
The team now manages all early sales activity in one place. They can track leads, check current deals, and prepare quotes inside Salesforce.
Cleaner pricing and quotation logic
Key details that were spread across many files now sit in one CRM flow. This makes it easier to compare routes, cargo types, and transport options.
Foundation for future integration
The company is moving toward a single source of truth. Once their new internal system is ready, Salesforce will pull pricing data through simple REST calls and create offers using a shared structure.
Testimonial
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Our solutions
Our solutions give Laude a clear and organized setup that supports their sales work today and prepares them for future integration.
Sales Cloud setup
- Built the full sales cycle with leads, contacts, accounts, and opportunities
- Added clear stages that reflect how Laude handles pre sales work
- Created a single place to track each deal from first contact to final offer
Quotation and pricing logic
- Designed a structure to calculate delivery price for rail, road, containers, and wagons
- Added fields for route details, cargo type, and extra service options
- Ensured that won offers can be passed into the internal system later
Reduction of Excel based work
- Moved key values and inputs from many Excel files into Salesforce
- Created standard forms so teams no longer rely on separate sheets
- Improved accuracy by keeping critical data in one place
Quote generation with Documate
- Enabled quote creation using our Documate product on the free plan
- Set up templates that match the company’s needs
- Made it easy for sales teams to produce consistent quotes
Phase one delivery and user testing
- Completed configuration for the first release
- Shared UAT access with Laude’s team and collected their comments
- Applied changes based on real user feedback to prepare the system for daily work
Integration model for future phases
- Designed a simple REST based approach for sending and receiving data
- Planned sync points for leads, status updates, and future offer creation
- Prepared the CRM structure so it can pull pricing from the new microservice system once it is ready
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FAQ
What are the benefits of cooperating with a Salesforce implementation and development partner?
When you hire Salesforce implementation services consultant, you access specialized expertise and relevant background. As a result, you get solutions customized to your requirements and hassle-free implementation with minimum to no risk.
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The time required for Salesforce tech implementation services depends on various factors, with data volume, Salesforce products implemented, and customization level being just a few of them. Simple projects typically take several weeks, while complex Salesforce mobile app development consulting services may need several months for implementation.
How much do Salesforce app development services cost?
There’s no set answer to this question, as the price depends on the project’s complexity and unique goals. Basic setups may cost around $10K, while solutions with complex integrations and customization may start at $200K. To get a precise estimate of Salesforce product development services, reach out to our experts at Noltic.
What factors influence the cost of Salesforce development?
The cost of Salesforce application development services depends on several factors: the number of users, the specific Salesforce Clouds used, the level of customization, data migration complexity, and the need for third-party integrations. Dev company’s location and team size influence the final price as well.
What happens after the Salesforce implementation is complete?
After successful deployment, Noltic, as your Salesforce implementation services remote provider, assists you with user training and system optimization. We keep improving your CRM for as long as you need it.
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moc.citlon@gnitekramLocations
354 Stryiska Street, Lviv, Ukraine
8 Muchoborska Street, Wrocław, Poland
5 Narva mnt, Tallinn, Estonia
8 Muchoborska Street, Wrocław, Poland
5 Narva mnt, Tallinn, Estonia
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