How Shortline Moving Automated Opportunity Creation by Integrating Dynamics 365 Sales with a Custom Quote Engine
At-a-Glance
Shortline Moving Solutions Inc. - a prominent storage and transportation logistics provider based in Canada.
CHALLENGE:
Faced challenges in managing sales processes efficiently as a storage and transportation provider, with opportunities created in an external, custom quote creation tool that operated disconnected from the CRM.
SOLUTION:
Implemented Dynamics 365 CRM for Sales to streamline sales operations, tailored the solution to the company’s specific operational needs, and engineered real-time integration with the custom web-based quote creation tool for auto opportunity creation.
RESULTS:
Instantaneous synchronization between quoting and CRM, full elimination of manual re-entry, and end-to-end visibility across logistics opportunities.
The Challenge: Disconnected Sales & Quoting Operations
Shortline Moving Solutions Inc., a leading storage and transportation company in Canada, faced operational hurdles in managing their sales processes efficiently across their customer base.
A central bottleneck was that customer opportunities were being generated in an external, custom quote creation tool. Because this tool lacked integration with the central CRM environment, quote data, moving parameters, and customer details had to be manually transferred, creating communication friction and delaying opportunity processing.
Shortline, a storage and transportation company in Canada, faced challenges in managing their sales processes efficiently.
Opportunities were created in custom quote creation tool which need to be integrated with CRM.
Manual data re-entry created reconciliation overhead and increased the risk of customer communication errors.
Sales leadership lacked a unified real-time view of quote-to-booking progression across the pipeline.
Why Shortline Moving Solutions Inc. Chose Intelegain
Shortline selected Intelegain based on demonstrable expertise in Dynamics 365 Sales customization and API-driven application integration for logistics businesses.
Implementation: The Intelegain Approach
Intelegain delivered a focused implementation centered on tailoring Dynamics 365 Sales and building an automated real-time bridge to Shortline’s quoting engine.
Phase 1: Sales Workflow Analysis & System Architecture
Intelegain mapped Shortline’s storage and transport quoting workflows, defining data contracts and mapping fields between the proprietary quote creation tool and Microsoft Dynamics 365 Sales.
Phase 2: Dynamics 365 Sales Customization & API Integration
Customized the Dynamics 365 Sales environment with tailored fields, opportunity stages, and views. Built and deployed a secure, real-time API integration connecting the custom web quote tool directly to D365 Sales for instantaneous auto-creation of opportunities.
Phase 3: Integration Validation & Sales Team Enablement
Executed end-to-end integration testing, validating automated opportunity generation, field accuracy, and pipeline handoffs. Conducted user enablement sessions for sales representatives and management.
Measurable Results
Instant auto-creation of opportunities from custom quote tool
Elimination of manual quote re-entry and administrative delays
Single CRM platform managing storage and transport sales processes
End-to-end pipeline tracking and accelerated deal velocity
By establishing direct real-time integration between the custom quote creation tool and Dynamics 365 Sales, Shortline Moving Solutions eliminated operational delays, ensured accurate opportunity tracking, and empowered their sales team to process customer requests rapidly.
Project Details
Shortline Moving Solutions Inc.
Canada
Logistics
Microsoft Dynamics 365 Sales, API Integration
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