Improved Shipment Transparency
There was a need to empower customers to view real-time shipment status without depending on customer support teams and to be able to see the whole delivery lifecycle.
Reduction in Support Dependency
A system was needed in which redundant queries on shipment status could be reduced by giving customers self-service and automatic updates.
Streamlined Service Operations
A need was established to make internal operations easier, cut manual labor in tracking the shipment through various systems, and enhance efficiency in the response.

The data of shipping tracking was not directly available to customers, so they regularly asked about inbound shipments, which led to dissatisfaction because few had complete transparency.

Support agents had to use several disparate systems to get information about shipments, and this contributed to delay and intermittent responses.

There was no automated system to send notifications to customers regarding the shipment progress, delays, or milestones, which raised reliance on customer support.

The number of incoming support requests was high, and there were too many repetitive requests with regard to shipment, which led to inefficiencies in operations and work pressures on the service.
Self-Service Portal Enablement
The Salesforce Experience Cloud was used to design and implement a customer-facing portal where shipment data was added and opened safely to allow customers to independently track shipments without any support.
Centralized Case & Interaction Management
All the customer interactions and shipment-related cases were consolidated by creating a single system with Salesforce Service Cloud that provided all the visibility and facilitated easy management of the system by the service agents.
Automated Notification Framework
Automated communication processes were implemented through Salesforce automation features, wherein customers were automatically informed at select points of shipment, and instead of follow-ups being reached out to manually, Salesforce automation was employed to send email notifications to the customers.
Case Deflection & Workflow Optimization
Smart case deflection techniques were applied by determining high-frequency queries and sending them to the self-service options; this made the volume of inbound support smaller, and the volume of support resolved was higher.



A Wales-based logistics firm that provides services for shipments and delivery and deals with large numbers of customer requests regarding their order status and delivery position.
The change minimized our support load and increased customer satisfaction, and the proactive strategy and Salesforce knowledge provided us with quantifiable results in the service processes.
The dependency on support teams was minimized through the implementation of self-service capabilities, centralized tracking, and proactive notification systems. The implementation of Salesforce-based solutions also made sure that customers had access to real-time information as well as service teams having access to single tools to handle cases efficiently.
This led to an increase in operational efficiency and a high level of customer satisfaction as well as optimization in service costs. This case underscores the importance of a well-implemented consulting strategy that involves business strategy and appropriate technology to produce quantifiable results in the logistics and customer service settings.
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