Streamlining Sales Processes: How Cloudify Automated CHS Container's Sales with Pipedrive implementation & custom Integration

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The Challenge

Starting on the path of automation

We first set up a detailed meeting with the team of CHS Container for a detailed analysis of their current tech stack, and business processes they wanted to automate.

Cloudify recently partnered with CHS Container, a company specializing in the sales of new and used shipping containers, to address their business process inefficiencies. The primary goal was to streamline CHS Container's operations, while also improving their customer satisfaction.

What did CHSContainer needed help with?

CHS Container was previously adding pipelines for each service manually, which was a time-consuming task. CHS Container was facing several challenges in their business operations.

Firstly, their manual data entry process was time-consuming and inefficient.
Secondly, the lack of automation in their order fulfillment and invoicing processes led to errors and delays.
Thirdly, the company struggled to communicate effectively with their team members, which often resulted in confusion and delays.

The Solution

How did we approach it?

Our SaaS experts analysed their business requirements before making the implementation. The goal was to create something scalable and easy to use. Cloudify's solution involved the implementation of Pipedrive, a popular CRM platform, and the custom integration of Rackbeat, a warehouse management system. The project had two clear parts - implementation and integration.

Implementation Process During the implementation process, Cloudify helped CHS Container to set up Pipedrive, train the team, and configure the system according to their unique business needs. This implementation allowed CHS Container to streamline their sales process while also improving their communication with customers.

Integration Process During the integration process, Cloudify created a custom integration between Pipedrive and Rackbeat. This integration allowed all inbound shipments to be automatically added to Pipedrive, which reduced the amount of manual data entry required. Cloudify also automated CHS Container's order fulfillment and invoicing processes, which eliminated errors and delays.

Automations delivered - SaaS apps that helped CHS Container grow:

Pipedrive: Pipedrive was the implementing SaaS app for CHS Container which is a complete CRM app.

Why Cloudify became the best fit for CHSContainer?

Partnerships: Elite partner of Pipedrive

As an elite Pipedrive partner, Cloudify offers a unique advantage to its customers. Pipedrive is a powerful CRM tool that helps businesses manage their sales process more efficiently. As an elite partner, Cloudify has a deep understanding of Pipedrive's capabilities and can help businesses get the most out of the platform.

SaaS implementation expertise: Cloudify had a proven track record of implementing SaaS products for various businesses, and their expertise gave CHS Container confidence that they could provide a high-quality implementation of Pipedrive.
Custom Integration Capabilities: Cloudify's experience in this area was a key differentiator. Cloudify's ability to create a custom integration between Pipedrive and Rackbeat was crucial in achieving the streamlined and efficient operations that CHS Container was looking for.
Automation experts: Unique team of automation experts who not only help implement apps but also integrate and make the related automation.
Your ultimate process consultants - Cloudify helps businesses grow as a whole, manage their processes better, boost sales and increase revenue with smarter workflows and intelligent processes.
Our offerings: Digital analysis, SaaS implementation, and Automation
Marketplace by Cloudify: We have our own marketplace with listed apps with predefined workflows.
Customisations: We offer customised solutions for simple and complex business automation that best fits your business needs.