About project:
Digitizing Sales Processes for Transimeksa
Moving from fragmented data to a unified CRM: transparent management of RFQs and logistics requests.
Optimizing Sales for the Logistics Industry. Transimeksa is an international transport powerhouse that required a solution to manage vast amounts of information within its sales pipeline. “Honestus” delivered a targeted Odoo CRM implementation designed to provide the sales department with a tool specifically tailored to the nuances of the logistics market.
Our Role: CRM Customization and Process Modeling. Although the project focused primarily on the CRM module, it required a deep understanding of logistics sales workflows:
· Custom Pipeline Engineering: We designed distinct sales pipelines for various service types—from long-term contracts (General) to urgent spot requests (SPOT) and formal tenders (RFQ).
· Data Consolidation: Historical client data was migrated into a unified database, ensuring the sales team had access to comprehensive information in one location.
· Standardization: We established clear user roles and permissions, ensuring that internal data movement remains secure and efficient.
Outcomes and Value – his targeted CRM rollout enabled the company to achieve:
· Operational Transparency: Sales managers gained the ability to track the status of all requests and leads in real-time.
· Increased Speed: Standardized workflows allowed the team to respond more rapidly to customer inquiries.
· Technological Foundation: Built a robust core that can be further expanded with VoIP integrations or other performance-enhancing tools in the future.