Unified CRM Solution: Transforming Trucking Operations

TECHNOLOGY ADVISORY CLIENT SUCCESS

CHALLENGE

A Leading manufacturer of solution-based products for the trucking Industry needed to consolidate its CRM systems and eliminate tech-debt. Post-merger the company was running two aging CRM systems in its operating divisions and needed to consolidate to a single, contemporary solution to support future growth and eliminate tech-debt.

SOLUTION

Working with the client, IT Ally assessed the needs of both entities and documented requirements and use cases for the purpose of conducting the software evaluation and selection. We evaluated top contenders in the market against client requirements and use cases, including the one-time implementation and ongoing costs relative to the value delivered for the investment.

RESULTS

After a comprehensive review of products in the market, in-depth analysis, insights provided, and strategic recommendations, our client determined to stay with the incumbent solution by bringing it current and consolidating divisions onto a single platform. IT Ally delivered a value driven options analysis that took in context the organizations relatively fundamental CRM needs versus the more glamorous and costly solutions available in the market and demonstrated the greater value – in this case – of doing less to gain more. The updated environment frees them from tech debt, consolidates all sales activity into a single system and provides greater user satisfaction.

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