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FlexiVan Saved $1 Million Annually in SG&A Through Revenue Cloud
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The national leader in chassis leasing, FlexiVan, earned massive savings that allowed them to invest more robustly throughout its business. How? Through an optimal CPQ and Revenue Cloud insfrastructure that reduced time-to-quote by 65% and approval time by 80%, which accelerated cash flow.

CLIENT NAME
FlexiVan
INDUSTRY
Manufacturing
PROJECT LENGTH
7-12 Months
TEAM SIZE
6
TECHNOLOGIES
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FlexiVan is the national leader in chassis leasing, with 120,000+ available chassis for a wide range of uses available at 200+ locations throughout the USA.
FlexiVan Culture
FlexiVan strives to stay on the leading edge of the market while continuing to disrupt the industry with innovative products and superior customer service.
Why Now
With explosive growth, they needed to upgrade their entire quote-to-cash process to keep up with significant demand increases. Being a market leader demands that all customer interactions - from pre-sale to ongoing support - reflect the commitment to the customer.
Other Things to Note
FlexiVan merged with American Intermodal Management (AIM) in 2020, providing added value to customers with best-in-class visibility into their entire chassis fleet and with real-time location and status monitoring.
Project Boundaries
$300,000-$450,000
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The Project

It was time to evolve.

FlexiVan had robust growth and a healthy market, but existing processes internally were feeling the strain of added demand. They needed to revolutionize how Sales, Customer Support, Operations, and Finance all worked together - especially with a catalogue of 120,000+ available chassis designs for prospects and customers to choose from.

As customer demands grew, underlying systems needed to keep up, starting with their quote-to-cash process. Enter: Salesforce CPQ, Revenue Cloud, and DoubleTrack.

Through multiple engagements, they upgraded existing processes ranging from pricing that encompassed products, markets, and available terms to migration of legacy data into optimal formats. This allowed the right data to flow to teams that needed it in a format that was easy to understand - and made it far simpler for the Sales team to give prospects and customers exactly what they wanted.

 

 

The Introduction Moment
FlexiVan knew it needed to evolve. Its current quote-to-cash processes weren't able to keep up with exploding demand, and they'd locked in on Salesforce as the solution. Salesforce brought DoubleTrack in to build this right from the ground up, having extensive Revenue Cloud experience from its outset. During the initial intro call, FlexiVan appreciated the candor and willingness to speak frankly about the way to do this well and build for long-term growth, including a willingness to suggest alternatives to ideas that didn't align with their core business objectives.
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The Deal Clarity Moment
Over a span of weeks, key stakeholders from multiple teams met with DoubleTrack's team to fully map out current processes and data flows, understand what ideal use cases would be, and most importantly ... tie the project to business KPIs that mattered, a process now backed by the DoubleTrack Success Guarantee. This both aligned all times before any work began + ensured nothing was missed in the requirements stage. It also allowed for robust conversation around FlexiVan's different ideas on how to progress - and let DoubleTrack help identify what was best vs. what would detract from their goals. A client read-back of the entire process allowed final feedback and revisions by all primary stakeholders. The clarity obtained before sign-off enabled everyone to go into the project with confidence and immediately understand what was needed to move the engagement forward in their respective areas.
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The ROI Moment
After a successful implementation and ongoing Managed Services to further optimize and build upon the foundation, FlexiVan realized significant savings: $1 million in annual SG&A savings it could reinvest into other parts of the business, and also a 65% reduction in time-to-quote with greater quote accuracy. This meant more closed-won deals as Sales presented a stronger customer experience that elevated FlexiVan above competitors, while Support and Finance had accurate information anytime they needed it. All teams welcomed time savings for staff from Revenue Cloud into higher-value projects that required their full attention. Because of these gains, FlexiVan decided to continue work with DoubleTrack with additional system integrations and Managed Services to keep progress moving forward.
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The onboarding process was excellent and DoubleTrack delivered Our resources are now more efficiently deployed, and we've saved $1 million annually in efficiency savings.
TEAM
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Adam Johnson
Head of Client Services
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Colby Kamin
Head of Innovation
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Pete Yurchision
Head of Client Services
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Eric Heine
Chief Executive Officer