Overview & Challenge
The Client is a leading company in the transportation industry, with headquarters in Canada. Their primary goal is delivering orders on time, every time, with no delays. Throughout the years they have expanded both geographically and from a business perspective with their scope of operations. During the many growth stages and partnerships, the primary focus of the company’s leadership was to maintain its core values and purpose in the industry. With 17 locations, over 50,000 carriers, and 400,000 trucks, the company has positioned itself as a business leader in the transportation sphere.
The Client has implemented Revenova – TMS System into Salesforce to enable communication between internal and external customers and partners, and uses Salesforce to store invoices. Though the systems allow tracking of resources and real-time communication, the invoices were still manually created and sent to respective departments. More specifically, the Client follows a Load-Process procedure in which an invoice is manually created, billed and manually sent to all departments following the loading of the Customer’s goods at the target location. Due to the Client’s rapid development, the invoice processing step has become a strenuous and resource-intensive task, requiring an automated system for emailing invoices.
The solution includes configuring Salesforce Flows to automate complex business processes named flow procedures. The automated solution:
- scans and reads the invoice status of an invoice,
- routes the email through criteria to the fitting email recipients,
- enriches the contents of the email with a URL to the generated invoice,
- sends a notification to the relevant users.
By automating the invoice-generating and email-sending process the Client optimized its communication process with internal and external parties. Additionally, the efficiency and effectiveness of the billing department in the company benefited from exclusion of the manual load on its resources, including the removed need for manual validation and sending of invoices. Key results included:
- 100% automated processes,
- 70% reduced review times,
- 90% reduced error reoccurrence,
- 60% increase in department productivity.