Getting Out of A Dark Place in CRM

How Avalon Park’s Captivea helped improve this logistics business

“Well, I’ll just start out by saying we were in a very dark place.” Said Ryan Ziemba, Process Manager and Technology Lead at Bridge Logistics, Inc. “You know, we were using another program that was archaic and very 1990s Excel based. And because of its lack of capability, our salespeople were not managing their pipelines. They were more just using it as an address book, you know, like, “hey, this is my account and this is where I keep the person’s contact name and number,” no accountability and reporting was not helpful. It wasn’t very user-friendly. It was hard to flex with it as the company grew. It wasn’t even cost-effective honestly. So, yeah, it was like I said, do I have to go back there?” “We embarked on a journey two years ago to look into developing an SDR program and quickly identified that in order to have an SDR program, you need email automation, which that software didn’t have. And so we started looking at email automation software and quickly recognized that it would need to be cohesive with your CRM, which ours wasn’t.” “So, we’re like, all right, well now we need to look at a new CRM that has more capabilities in it. And we started looking around, and doing so we found out how much more we were missing out on. That was really the driving force as to what broke the camel’s back per se.”

CTA: To read the full testimony visit: https://www.captivea.us/blog/captivea-usa-blog-1/odoo-crm-success-story-bridge-logistics-and-captivea-161