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How CSL Centralized Customer, Supplier & Sales Data Using Salesforce

CSL helped the client in the global mobility business digitize and streamline their sales, vendor, and fleet management operations using Salesforce Sales Cloud.

About the client:


The client is a premium ground transportation provider, offering seamless ground transportation experiences across international locations. With a high-touch service approach, the client partners with individuals to deliver reliable, luxury travel through a trusted vendor network and curated fleet solutions.

Industry:

Transport & Logistics

Project:

Salesforce-Powered Sales Operations & Vendor Management for Global Mobility Services

CSL’s tailored Salesforce setup enabled smarter data management, accurate pricing, and streamlined workflows, supporting the client’s rapid growth in the premium mobility space.

The Challenge

The client needed a digital solution to bring clarity, speed, and scalability to their internal operations without compromising on the premium experience their brand represents. The following were the challenges the client faced:

  1. Scattered Customer and Supplier Information Disconnected client and vendor data across teams created inefficiencies and visibility gaps.


  2. No Structured Contact Segmentation

    Lack of classification made it difficult to tailor communication or track relationship stages.


  3. Unlinked Vendor and Fleet Details

    Disconnected management of vendors and vehicles slowed down operations and allocation.


  4. Manual, Fragmented Opportunity Management Different business lines (new, events, warmups) had no unified view of pipelines or sales performance.


  5. Inconsistent Quoting and Pricing

    Pricing varied by vehicle, location, and service type with no automated logic, causing quoting errors.

  6. No Centralized Interaction History

    Email and call logs weren’t connected to CRM records, leading to broken communication trails.

The Solution

CSL implemented a tailored Salesforce Sales Cloud solution that streamlined operations across the board:


  1. Centralized Data Configuration

    Created structured objects and fields in Salesforce to organize client, contact, and vendor data in one place.

  2. Dynamic Quoting and Product Setup

    Automated pricing logic based on vehicle type, service type (hourly/transfer), and location to ensure consistent, error-free quotes.


  3. Client and Contact Lifecycle Segmentation

    Introduced lifecycle stages and contact roles (e.g., booker, billing, manager) for better targeting and tracking.

  4. Salesforce–Outlook Integration

    Integrated Outlook inbox with Salesforce to log email threads and sync communications effortlessly.


  5. Dashboards and Reporting

    Delivered executive-level dashboards to track ride counts, revenue, client engagement, and sales progress.


  6. Quotation Management in CRM

    Enabled users to create, edit, and send branded PDF quotes directly from Salesforce with real-time pricing updates.


Technology Involved:


  • Salesforce Sales Cloud

  • Salesforce Lightning

  • Salesforce Outlook Integration

  • PDF Quote Generator


Services Delivered:


  • Custom Development

  • System Integration

  • Platform Configuration

  • Process Automation

  • Dashboard & Report Design

The Result:


With a fully customized Salesforce Sales Cloud setup delivered by CSL, the client achieved a complete operational transformation. The solution brought structure, speed, and visibility to their day-to-day operations:


  • Faster, Error-Free Quotations – Automated pricing logic and quote generation ensured accurate, professional proposals in less time

  • Improved Client & Supplier Visibility – 360° view of all interactions, contracts, vehicles, and compliance documents in one place

  • Outlook Integration for Unified Communication – All client emails, meetings, and calls now sync directly within Salesforce

  • Stronger Compliance Tracking – Custom fields and views made it easy to track missing documents and vendor readiness

  • Operational Efficiency – Centralized system eliminated data silos, reduced manual work, and improved cross-team collaboration

Conclusion:

The Salesforce Sales Cloud implementation for a client in the global mobility business stands as a testament to CSL’s ability to solve complex operational challenges in the service industry. The result was a stronger foundation for scale, client engagement, and data-driven decision-making.


Consult with our Salesforce experts and discover how we can tailor solutions to your unique business needs. Reach out to us at: digital@cloudsciencelabs.com

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