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Salesforce CPQ and Advanced Approvals reduce time to approval by 80%
Flexi-Van Leasing
What makes Flexi-Van Leasing different
Flexi-Van Leasing sets itself apart as a trailblazer in intermodal chassis leasing services across North America. With an extensive fleet of over 120,000 chassis, strategically positioned depots, and service centers, they are redefining the industry. Because of their rapid growth and expanding fleet and market offerings, they needed a system that would support their increase in sales.
The team at DoubleTrack is first-class across the board. They have been thoughtful in their approach in helping us build out our pricing module and have gone above and beyond to apply best practice process changes to areas that we needed to improve. Our experience with them has been nothing less than exceptional.
Their Need
Flexi-Van's surge in quoting activity means they need a robust system that empowers users to generate accurate quotes swiftly, efficiently routes quotes for multi-departmental approval, aids in seamless client onboarding and fulfillment, and delivers insightful metrics crucial for business operations.
Our Solution
DoubleTrack joined forces with Flexi-Van to implement an exceptional, flexible Salesforce CPQ quoting solution. This cutting-edge solution empowers sales reps to precisely configure and price chassis rentals/sales across diverse markets and adjustable term lengths. Notable features of this dynamic solution include:
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Look Up Tables and Price Rules for accurate pricing based on different Product/Market/Term combinations
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Advanced Approvals with multiple Chains/Levels to streamline the process
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A blend of standard and custom objects and processes to optimize downstream operations
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Seamless migration of legacy data
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Custom lightning components for an enhanced user interface and experience
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Robust configuration and reporting capabilities for generating insightful KPI reports.
The Outcome
The Flexi-Van Leasing team achieved exceptional results after implementing Salesforce CPQ and Advanced Approvals. They witnessed a remarkable 100% adoption of the new tools, resulting in an impressive 65% reduction in time to quote and an extraordinary 80% reduction in time to approval. Not only did this enhance their user experience, but it also provided invaluable visibility into crucial business metrics.
100%
adoption of the new tools
65%
reduction in time to quote
80%
reduction in time to approval
