The challenge
Disconnected applications and slow-to-change CRM workflows made customer service and sales work harder. Spreadsheet-based quoting added effort and opportunities for inconsistent information.
OUTSYSTEMS IN ACTION / LOGISTICS & TRANSPORTATION
How a logistics provider cut sales quote preparation from twenty-five minutes to one
A quote should move forward without rebuilding its information in a spreadsheet. Explore this logistics provider’s CRM renewal and the workflow and adoption decisions behind its reported time savings.
RESULTS REPORTED IN THE SOURCE
25 min → 1 min
sales quote preparation time reported in the source
24
weeks for the CRM project including testing, release and training
6×
increase in CRM user adoption reported in the source
THE BUSINESS CHALLENGE. THE CHANGE. THE RESULT.
The change
The logistics provider used OutSystems to build shared services and operational applications, including a replacement CRM delivered in twenty-four weeks covering design, development, testing, release and training.
The outcome
The source reports quote preparation falling from twenty-five minutes to one minute, a 96% time saving used by more than 1,700 sales representatives. It also describes a sixfold increase in CRM user adoption and faster new-customer setup.
Source: customer case study published by OutSystems. Brief prepared by Digital Alchimia.
DIGITAL ALCHIMIA’S DELIVERY PERSPECTIVE
What could this approach unlock for your business?
The useful next step is to connect the story to your own operating reality. Here are the questions we would bring into that conversation.
01
Connect the quote to the information that makes it trustworthy.
A faster quotation is useful when price, customer and service data remain consistent. Map the checks, approvals and document generation behind a usable quote before automating the output. OutSystems professionals can help replace spreadsheet handoffs with a workflow the sales team can maintain and explain.
02
Plan adoption as part of the delivery scope.
A CRM release includes training, feedback and operational ownership as well as application development. Observe how sales staff complete real tasks and which exceptions send them back to spreadsheets. Reinforce the delivery team around those bottlenecks rather than treating a deployment date as the whole outcome.
START WITH THE WORK THAT NEEDS TO CHANGE
You bring the business challenge. We help shape the delivery team.
Digital Alchimia provides OutSystems professionals and delivery expertise for application development, modernization and evolution. Whether you need to reinforce an existing team or explore a new initiative, we can discuss the capabilities, responsibilities and next steps that fit your context.
A useful starting brief
✓ The process or customer journey you want to improve
✓ Where work waits, repeats or depends on disconnected systems
✓ The expertise already available in your team
✓ The outcome you want to measure and the timeframe to explore
Turn a promising idea into a useful conversation.
Tell us where your business needs to move faster and where your team needs additional expertise. Let’s explore an OutSystems approach shaped around your requirements.