Bitrix24 Case Study: Hale Trailer

Learn how we solved this clients All-in-one CRM system problem with a workflow solution to seamlessly automate most of the manual intervention in their process.

Hale Trailer, North America
Solution: All-in-one CRM system

Hale Trailer is a leading trailer dealer and leasing company that offers a wide range of new and used trailers, as well as rental and lease options to businesses across the United States. They are a one-stop source for stock and hard-to-find trailer supplies and parts. They also offer services such as routine trailer maintenance, emergency repair, inspection or a complete restoration.

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The Problem

With a customer base stretching across North America, Hale Trailer required a way of streamlining the sales process and managing customer relationships, all in one place. They also required a way of tracking the sales team’s performance against business goals and targets, displaying individual performance to boost motivation and report on progress effectively.

The Solution

Intreface worked with Hale Trailer to address these challenges, and implemented Bitrix24 to manage its sales pipeline and lead management processes with a centralised system.

The platform also allowed Hale Trailer to centralise all client interactions, including emails, phone calls, and notes, in one place. This helped the company ensure consistent communication across the organisation.

How Intreface achieved this:

– Intreface created a custom leaderboard to measure individuals targets against their performance. It tracks when they last logged in, number of leads converted and number completed activities within the system.
– Additionally, a Sales Map plugin was used to view leads and deals on a location map, where each record is indicated by a coloured pin to have a full picture of their client base.

Take a look at our other Bitrix24 case studies.

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Frequently asked questions:

We are looking for a CRM system, where do we begin?

This is the most common question we get asked. Book a discovery call with one of our team and we can gather your requirements. We can then scope out your requirements and provide you with a personalised proposal for your implementation.
How does licensing work with Bitrix24?

There are two types of Bitrix24, a cloud solution and an On-Premise solution. The cloud solution is licensed on user count and features, whereas the On-Premise is just licensed on the user count. We will advise the best solution as per your requirements.
Do Intreface offer support for Bitrix24?

Yes. We have tailored dedicated support packages based on the number of users you have and your support requirements. Check out our Bitrix24 support packages.
Do you offer training for Bitrix24?

Yes. All our support packages and implementation come with training hours. You can also purchase training hours separately whether you would like a recorded online session or training in-person in your office.

Looking to implement Bitrix24 in your business?

Intreface help businesses get the maximum value from their Bitrix24 system. As a global gold partner, we have helped thousands of businesses implement Bitrix24 successfully.

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