Operating across multiple Asian countries and cultures, one international logistics company faced a clear challenge: managing sales and quotations efficiently in a highly transactional business environment. Daily customer interactions, complex organizational structures, and the need for seamless collaboration created significant pressure on both sales teams and pricing departments.
The company realized it needed more than a traditional CRM. It required a comprehensive, modern CRM and CPQ solution with strong capabilities for rate integration, quotation configuration, and automation – with the ultimate goal of minimizing the time needed to create and submit quotes.
To address these challenges, the company identified five critical needs:
An integrated solution to support all sales and quotation management processes
A tool for salespeople to plan, manage, and report daily sales activities
Strong functionality for rate management and pricing workflows
Enhanced collaboration with customers and overseas agents
Simplified creation and maintenance of quotations
The implementation began with a strong focus on master data integration and connecting performance data from the company’s Transport Management System (TMS). Structured processes for sales and quotation management were established.
The goal was ambitious: fully automate the quotation process – from creation, to submission, to revisions. Sales teams began planning and managing their activities within the system, while quotation staff used the platform daily to streamline their workflows.
The solution was deployed under an enterprise license, making it accessible to the entire organization across multiple countries. Adoption grew rapidly, and the system became the standard tool for sales and quotation management.
In the next phase, the company introduced Artificial Intelligence to further enhance quotation automation, reducing manual effort and accelerating response times even more.
The outcomes were transformative:
Quotation processing time was significantly reduced
Collaboration across geographies and teams became seamless
Sales teams gained structured planning and reliable reporting capabilities
Customers and partners received faster, more accurate proposals
Overall productivity and efficiency increased across the organization
What began as a challenge of fragmented sales and quotation processes evolved into a success story of digital transformation. By combining CRM and CPQ in one integrated platform, this logistics company created faster, smarter, and more collaborative ways of working. Today, sales and quotation management are no longer operational bottlenecks – they are drivers of efficiency, productivity, and competitiveness.
End-to-End Sales and Quotation Management
Manage the entire sales lifecycle – from lead generation to quotation submission – in one integrated platform.
Faster Quotation Creation and Submission
Automate rate integration, pricing, and document generation to reduce quotation turnaround times by up to 70%.
Improved Sales Productivity
Enable sales teams to plan, track, and report activities with clear workflows and real-time insights.
Seamless Rate Management Integration
Centralize rate data and ensure accurate, up-to-date pricing across all quotations and sales channels.
Enhanced Collaboration Across Geographies
Connect distributed teams, agents, and partners through one platform to ensure consistency and transparency.
AI-Powered Quotation Automation
Use artificial intelligence to read requests, configure rates, and generate quotes automatically – with minimal manual input.
Stronger Customer Experience and Competitiveness
Deliver faster, more accurate, and professional proposals to win more business in competitive logistics markets.
