A national less-than-truckload freight carrier brings its sales team onto one pipeline

The sales team worked across legacy systems

The carrier moves less-than-truckload freight for customers across the country. Its account managers look after those customer accounts.

Customer data and sales activity sat in legacy systems that the carrier’s leaders decided to replace.

Its leaders kept business data protected through the move

The carrier’s leaders chose Dynamics 365 Sales to replace the legacy systems. Protecting critical business information was a focus throughout the change.

Account records hold the customer relationships the business depends on. Keeping them protected was part of the plan.

Account managers work from one pipeline and one view of each customer

Dynamics 365 Sales is now the sales team’s one system. Account managers see real-time customer data and track every opportunity in the same pipeline.

Sales leaders see the same pipeline their account managers work in. It is the first place the carrier’s new revenue shows up, and one set of numbers to forecast from.

Each legacy system the carrier replaced is one fewer cost to carry. We don’t publish the carrier’s sales or revenue figures.

Ludia’s part: Ludia’s consultants delivered Dynamics 365 Sales in place of the carrier’s legacy systems, with data security as a focus throughout. The work followed Microsoft’s Success by Design↗ practices, as every Ludia program does.

For your IT team: what the work covered

Dynamics 365 Sales replaced the carrier’s legacy sales systems as the one system for customer accounts and the sales pipeline. Data security was a focus throughout, to protect critical business information during the move.