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Case DELOG
DELOG is a logistics company specializing in freight transportation.
YEAR
2024
PROJECT DURATION
160 hours
TECHNICAL SUPPORT
from 2024 to now
SPECIALISTS INVOLVED
1 person
YEAR
2024
PROJECT DURATION
160 hours
TECHNICAL SUPPORT
from 2024 to now
SPECIALISTS INVOLVED
1 person
Challenges
Challenges
Solutions
Project Details
migration of all business processes from the old system to Pipedrive
Delog approached us for the second time. During the first request, we implemented the Pipedrive CRM system with minimal customization. We set up pipelines for four types of transportation with a notification system at each stage, ensured detailed information about shipments (number, status, etc.), and added functionality for generating reports.
During the second request, we migrated all business processes from the old system to Pipedrive, replicating all necessary fields and calculation formulas. Given the international nature of the business and the constant fluctuation of exchange rates, we added real-time calculation automation in Pipedrive using Excel integration for currency conversion.
STEP 1. Employee personalization
We also introduced a personalized employee involvement feature, where the required employee is automatically assigned at each stage of the deal.
STEP 2. settings
Additionally, we implemented the necessary pipelines with the appropriate configurations.
STEP 3. auto-send
We also implemented the auto-sending of PDF documents requiring client signatures.
Project Details
migration of all business processes from the old system to Pipedrive
Delog approached us for the second time. During the first request, we implemented the Pipedrive CRM system with minimal customization. We set up pipelines for four types of transportation with a notification system at each stage, ensured detailed information about shipments (number, status, etc.), and added functionality for generating reports.
During the second request, we migrated all business processes from the old system to ,Pipedrive replicating all necessary fields and calculation formulas. Given the international nature of the business and the constant fluctuation of exchange rates, we added real-time calculation automation in Pipedrive using Excel integration for currency conversion.
STEP 1. Employee personalization
We also introduced a personalized employee involvement feature, where the required employee is automatically assigned at each stage of the deal.
STEP 2. settings
Additionally, we implemented the necessary pipelines with the appropriate configurations.
STEP 3. auto-send
We also implemented the auto-sending of PDF documents requiring client signatures.
Results
The project allowed the client to significantly optimize processes, simplify the tracking of freight shipments, and improve client interaction efficiency.
Reduced time and effort: Automated processes simplify routine tasks and enable employees to focus on more critical aspects of client interactions.
Thanks to the automation of calculations with dynamic exchange rates, the company can now quickly and accurately conduct international transactions.
Clients can now receive documents for signatures automatically, streamlining and accelerating the workflow.
Artem Tykhonov
Chief Executive Officer
+38 050 700 75 72
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