Pinnacle Logistics Solutions, a U.S.-based logistics and supply chain management company, partnered with Nawlabs to streamline their operations and eliminate their reliance on outdated manual systems, such as Excel sheets and disconnected third-party tools. They required a unified, Salesforce-based solution to automate essential business processes and centralize operations.
Hours delivered back to the business
SOX compliance in Settlement process automation
Success rate of bot case completion
For functional release of OBT, RTS and OGS
The Challenges
Pinnacle Logistics was managing its shipping, inventory, and customer relations using fragmented tools such as Excel sheets, a CRM platform, and specialized shipping software. This disjointed system resulted in inefficiencies, communication breakdowns between departments, and a lack of centralized data.
The company needed a customized Salesforce solution to:
- Automate its lead capture and customer engagement processes.
- Streamline logistics workflows, including order processing, dispatching, and invoicing.
- Unify different operational tools under one system for better oversight and management.
- Secure data management and facilitate collaboration between its teams across various regions.
Solution:
Nawlabs delivered a comprehensive Salesforce solution that automated and centralized Pinnacle Logistics’ key processes. The solution addressed several critical needs:
Lead and Customer Management: A simplified lead capture process with automated assignment to the appropriate teams based on region or service type.
Order Processing Automation: Automated the logistics order lifecycle, from receipt and dispatching to final delivery, with tracking and reporting tools.
Custom Workflows: Configured workflows for dispatch management, invoice generation, and customer updates, ensuring every department was aligned and processes were streamlined.
Customer Portal: Developed a secure, user-friendly customer portal where clients could manage their orders, track shipments in real time, and access invoices and documents.
Document Automation: Implemented a document generation tool that populated shipping manifests, invoices, and compliance forms with the required data, significantly reducing manual entry.
Advanced Security Model: Designed a custom security model to ensure that user access was role-based and region-specific, maintaining data security and compliance across different departments.
Implementation
Nawlabs took a phased approach to implementing the new system for Pinnacle Logistics, starting with an in-depth analysis of their existing workflows. By leveraging the Salesforce platform, the Nawlabs team built custom tools and integrations tailored to the company’s logistics needs. Key technologies used included:
Apex for building custom logic into their automated workflows.
Lightning Web Component and Aura Framework to create a user-friendly interface for Pinnacle’s internal teams.
Salesforce Shield for enhanced data security.
In addition, the solution integrated seamlessly with third-party tools that were already in use:
– Google Drive for secure document storage and collaboration.
– Formstack Documents for document generation and automation.
– Twilio for SMS notifications and real-time shipping updates to customers.
The Results
- Increased Efficiency: Automation eliminated manual data entry and sped up shipping and dispatch processes, saving 30% of the time previously spent on administrative tasks.
- Enhanced Customer Satisfaction: With the customer portal and real-time shipment tracking, Pinnacle saw a 25% increase in customer engagement and satisfaction.
- Data Centralization: Pinnacle Logistics gained greater visibility into their operations, with real-time data available for decision-making and reporting across all departments.
- Improved Security: The custom security model ensured that all data was protected, with strict role-based access control across regions and teams.
Conclusion:
By partnering with Nawlabs Pinnacle Logistics Solutions transitioned from a disconnected system to a fully integrated, automated Salesforce platform. The project not only streamlined their logistics and supply chain processes but also laid the foundation for future growth, allowing Pinnacle to scale with ease and provide enhanced service to their clients.
