Outcomes You Gain:
Stronger cash flow due to timely, more accurate engagements for both sales and service that quicken sales cycles and bolster retention
Improved SG&A because cross-functional teams now automate what's repetitive, allowing them more time to focus on higher-value needs and allowing you to do more with existing headcount
​
Scalable systems that leverage out-of-the-box functionality and create a simpler tech stack that reduces manhours needed to manage
​
How You Achieve Them:
Data strategy that aligns your entire people, processes, and technology to critical business outcomes in a cross-functional manner
​
Deep Salesforce revenue-focused expertise around Sales Cloud, Marketing Cloud, Revenue Cloud, and Experience Cloud
​
Ongoing Managed Services that keep you improving month-after-month to adapt to your current business needs
“DoubleTrack is a pleasure to work with, they communicate clearly and are very knowledgeable in Salesforce and best practices. Highly recommend!"
Verified transportation review on the Salesforce AppExchange
“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.”
Verified transportation review on the Salesforce AppExchange
Results For Transportation & Logistics Companies.
Enable more business growth while aligning organizational data and Salesforce investments to your bottom-line initiatives.
​
From system implementation to ongoing improvements, grow your ROI by getting your foundations right ... and then building upon them.
Read: Salesforce mistakes transportation companies make
An excerpt highlighting challenges transportation & logistics companies face with Salesforce, by Adam Johnson:
Too many organizations are trying to force Salesforce to do something it was never meant to do: act like an Enterprise Resource Platform (ERP).
Salesforce says they aren’t an ERP and specifically calls out these differences. But too many companies, eyeing a new way of doing business or migrating to a cheaper platform, try to leverage CRMs like Salesforce for more than they’re intended.
​
s it feasible? Yes. But should you? No.
The opposite is true, too. I’ve seen companies try to build their sales function in ERPs like NetSuite and Microsoft Dynamics 365.
But those systems aren’t purpose-built for what a CRM provides.
How We Help
Here's some of the areas of improvement you get with us:
Automated Data Capture
Streamlined Invoicing
Faster Sales Cycles
Clear Data Strategy
Customer Service Portals
Clear Business Roadmap
AI Enablement
Reduced Tech Stack Costs
An excerpt from co-founder Adam Johnson' article:
As a co-founder here at DoubleTrack and a consultant for well over a decade, here’s some ways I’ve seen companies go wrong … and pay the price because of it.
Technology < Process
Here are some gaps that may be highlighted by the switch to a more robust platform:
-
Sales teams working with unclear pipelines, lack of activity tracking, and/or uploading lists into the system at will
-
A messy support handoff for onboarding or support
-
Bottlenecked approval processes that over-rely on a single person to keep things moving
-
Marketing being “out of it” once a lead gets entered into the system
A new technology won’t fix any of this. In fact, it may make them worse!
