Challenge

• As a relocation service provider for the elite, Helutrans required CRM to keep control of customer activities and deliver consistently top level service
• Monitoring multiple high-value items throughout every stage of relocation logistically challenging
• Existing DOS and Windows based systems overly complicated and admin heavy
• Opportunities for cross selling to the existing customer base limited through inability to conduct targeted and meaningful marketing

Solution

• Salesforce CRM implemented in Singapore corporate office and 2 global locations for 20 users
• Processes and workflow customized to suit each company department while maintaining a single cohesive approach
• Salesforce Mobile allows employees to monitor progress of time-critical customer jobs while out in the field

Results

• Ability to track and closely monitor passage of priceless items from pick up to delivery in Salesforce CRM
• Leads progressed seamlessly to opportunities and conversions without being lost
• Complete visibility of jobs from end to end through standard web browser
• Real time updates enable early intervention and remedial action in case of unforseen delays
• Sales teams spending 80% of their time in the field remain fully informed on current job status with Salesforce Mobile
• Teams involved with relocation process through each step now better able to co-ordinate with each other
• Reporting takes a fraction of the time versus former painstaking method of manually writing up monthly reports
• Targeted marketing made possible through the ability to track and measure interest in outbound marketing campaigns