Streamlining Sales and Collaboration for BLS Cargo with Dynamics

BLS Cargo provides customized freight transport solutions for diverse sectors like industry, construction, and retail. Its sales process focuses on understanding each client's unique needs, offering tailored solutions supported by effective pipeline management, team coordination, and detailed customer interaction tracking for long-term sales success.
 

Managing a robust pipeline and sales funnel is crucial for BLS Cargo. However, the current decentralized approach to data storage creates challenges.
 

Relevant customer information is scattered across various locations, and without a central CRM, gaining a clear, unified view of sales opportunities is difficult and labor-intensive.

ELCA adopted a structured and collaborative approach to develop a custom CRM solution for BLS Cargo. The project began with a series of workshops, where ELCA worked closely with key stakeholders to define the target system and align it with the specific needs of BLS Cargo. These workshops allowed for a deep understanding of BLS Cargo’s sales processes and operational challenges, forming the foundation for a tailored solution.
 

At the core of the development was the implementation of Dynamics 365 Customer Engagement (CE) as the CRM platform. ELCA leveraged the platform’s standard sales functionalities to build a system that could effectively manage BLS Cargo’s pipeline. The solution was further customized to include specific adjustments to the data model, sales processes, and dashboard configurations, ensuring that the system was fully adapted to the business’s unique requirements.
 

An iterative development approach was employed, allowing for flexibility and adjustments throughout the project. Each iteration was reviewed and refined based on ongoing feedback from BLS Cargo, ensuring the system evolved in a way that continuously met their objectives. 
 

Additionally, ELCA provided comprehensive training for key users, ensuring that the internal teams were well-equipped to work with the new CRM from day one.

The new system serves as a central hub for managing the sales pipeline and providing users with meaningful insights. This allows the team to make data-driven decisions, enhancing overall strategic planning and execution.
 

The CRM delivers a complete overview of all customer interactions. This holistic view equips the sales team with the necessary information to prepare for upcoming meetings, ensuring that they can engage customers with relevant insights and a tailored approach.
 

The easy-to-use user interface of Dynamics 365 CE ensures that users feel confident navigating the system. The focus on user experience minimizes the learning curve and promotes seamless adoption across the organization.
 

Moreover, the CRM is accessible from various devices—be it mobile, tablet, or PC—allowing BLS Cargo's team to stay connected and productive, whether in the office or on the go. This flexibility ensures that the team can manage their sales activities and access critical information wherever and whenever needed.

Dynamics 365 CE and the Power platform offer extensive functionalities that can be customized to meet specific industry requirements. Whether in logistics, retail, healthcare, or manufacturing, the flexibility allows for seamless adaptations to various use cases. This ensures that organizations can efficiently manage their sales processes, customer interactions, and reporting needs, regardless of the sector in which they operate.