Distribution Company
A distribution company optimizes deliveries
About the company
Large warehouse
Centralized warehouse
30+ employees
Sales, warehouse, logistics
2,000+ orders
Monthly before implementation
30-60 min
Time per order
The Problem
The distribution company with a large warehouse had problems with delivery speed and accuracy:
- Slow process — Orders were manually entered from CRM into the WMS, taking 30-60 minutes
- Order errors — Manual entry led to errors in quantities and products
- Information unavailability — Customers weren't informed about order and delivery status
- Hard to track — No real-time tracking of order and delivery status
- Insufficient coordination — Sales, warehouse and logistics weren't well coordinated
Metrics before implementation
The Solution
We implemented a CRM system with full integration to the WMS:
WMS integration
Full integration with the WMS. Orders automatically flow from CRM to WMS — no manual entry.
Automatic order creation
Salesperson creates an order in CRM, system automatically checks stock and sends it to WMS for preparation.
Delivery tracking
Real-time tracking of order status from creation to delivery. Customers receive automatic notifications.
Inventory management
Real-time stock sync between CRM and WMS. Salespeople always see accurate product availability.
Automatic notifications
Customers automatically receive SMS/Email notifications when an order goes into preparation, when ready and when shipped.
Delivery analytics
Dashboard with metrics: average delivery time, order accuracy, customer satisfaction, warehouse efficiency.
Results
After 4 months using the CRM with WMS integration, the distribution company achieved outstanding results:
Before and after implementation
Results timeline
Month 1
System implementation and WMS integration
Month 2-3
Process alignment and optimization
Month 4
Stabilization and maximum results
ROI analysis
Success factors
What enabled such impressive results:
WMS integration
Full integration with the WMS eliminated manual entry and errors
Automatic creation
Orders automatically flow from CRM to WMS, saving tremendous time
Fast implementation
The system was fully functional in just 13 days, including WMS integration
Complete training
All employees went through detailed training and were ready to work from day one
Challenges and solutions
Challenge
Complex WMS integration with the existing system
Solution
Our team built a custom API integration that enables real-time order sync between CRM and WMS.
Challenge
Coordination between sales, warehouse and logistics
Solution
The CRM enables centralized management of all processes with real-time order and delivery status.
Challenge
Data migration from various systems
Solution
Our team imported all data into the system, organized it and verified accuracy. Everything was ready to go.
"WMS integration completely transformed our operations. A process that used to take hours now takes minutes. Errors are eliminated, customers are happier, and our employees can focus on more important tasks. The best technology investment we've ever made."
Future plans
Distribution Company plans further expansion and optimization:
New warehouses
Plans to open 2 additional warehouses in the next 12 months. The CRM enables easy multi-location management.
Logistics optimization
Using the CRM to optimize routes and reduce delivery times.
Advanced analytics
Using advanced analytics tools to better understand performance and optimize processes.
AI predictions
Introducing AI tools to predict customer needs and automatically manage inventory.
Implementation process
Analysis and planning
Detailed analysis of existing processes, the WMS, and creation of an implementation plan
WMS integration
Building and testing the API integration with the existing WMS
Data migration
Import of existing customers, products and orders into the new system
Configuration
System setup per specific needs — products, prices, workflow
Team training
Complete training for all employees — from basic functions to advanced options
Features used
Key metrics
Ready to optimize your distribution processes?
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