Heavy Machine Procurement-Freight Process [2026]
⏱ 3 min read
Salesforce Case Study
Automating the Heavy Machine Freight Process With Salesforce
How Kizzy Consulting automated freight provider coordination, quotation management, vendor selection, and machine movement tracking for a heavy machinery business.
Industry
Heavy Machinery
Location
Crofton, USA
Salesforce Cloud
Sales Cloud
Edition
Unlimited
Processing Time
60% Reduction
Moving heavy machinery between locations requires coordination between operations teams, freight providers, and customers. When freight quotations, provider communication, and movement updates are handled manually, the process can become time-consuming and difficult to track. Salesforce automation can help bring these activities into a connected workflow.
Company Overview
The client operates in the heavy machine procurement and retail industry and is based in Crofton, USA.
The business deals in heavy machinery such as dozers, excavators, loaders, and other equipment that frequently needs to be moved between different locations.
System Overview and Challenges
The client uses Salesforce to manage its business operations and works with heavy machinery that needs mover and freight services for transportation between locations.
Previously, the freight process was primarily handled by the operations team. When a machine needed to be moved, the team manually contacted different freight providers to request quotations.
This manual approach created additional administrative work and made it difficult to maintain consistent communication and freight information within the Salesforce system. The client wanted to automate the process so that freight providers could be contacted efficiently, quotations could be collected in a structured way, and all relevant information could be logged against the appropriate unit.
01
Manual Freight Coordination
Operations teams had to manually reach out to multiple freight providers whenever a machine required transportation.
02
Multiple Freight Providers
Different providers needed to be contacted based on the type and destination of the freight.
03
Quotation Management
Freight quotations had to be collected, reviewed, and compared before selecting a provider.
04
Limited Visibility
The operations team needed a clearer view of each unit’s freight progress and provider status.
Salesforce Solution for Freight Process Automation
In response to the client’s need to streamline its freight process, the Kizzy Consulting team designed a tailored solution leveraging Salesforce.
The solution was designed to automate and optimize the complete freight workflow, from selecting the freight type and identifying suitable providers to collecting quotations, selecting a provider, and tracking the movement of the machine.
By integrating the freight workflow into the client’s existing Salesforce environment, the solution reduced manual coordination and created a centralized process for managing freight providers and machine movement.
Automated Freight Workflow
Freight Requirement → Freight Type → Provider Filtering → Automated Quote Request → Provider Quote → Provider Selection → Freight Tracking → Completion
Salesforce Customizations Implemented
1
Select Domestic or International Freight
When a unit needs to be moved, the system allows the operations team to select the required freight type, whether domestic or international.
2
Automatically Filter Freight Providers
Based on the selected freight type, the system automatically filters the relevant freight providers.
3
Send Automated Quotation Requests
Automated emails are sent to the relevant freight providers with important unit details and the expected delivery date.
4
Collect Provider Quotations
Freight providers can review the requirements through a public site form and submit their quotations.
5
Attach Quotations to the Unit
Submitted quotations are attached to the relevant unit, giving the operations team a centralized view of available freight options.
6
Select the Freight Provider
The operations team can compare the quotations and select the provider based on factors such as price and past performance.
7
Notify Other Providers
Once a freight provider is selected, other providers are notified that the opportunity has been closed.
8
Track Freight Progress
The unit’s movement is tracked through different freight stages, including provider approval, pickup, and drop-off.
Salesforce Automation
Need to Automate a Complex Salesforce Workflow?
Kizzy Consulting can help design Salesforce workflows that connect business processes, data, automation, and operational teams.
Results
The automated freight workflow helped the client create a more structured way to manage providers, quotations, and machine movement while reducing manual operational work.
60%
Reduction in Processing Time
Automation reduced the operations team’s processing time for the freight process by 60% over a six-month period.
Provider Ratings
An automated rating system created an internal rating of freight providers, helping the client identify preferred providers and remove inactive or low-performing providers from the system.
Better Visibility
A bird’s-eye-view dashboard provided the operations team with a complete view of unit movement and freight progress.
Improved Vendor Management
Centralized provider information and automated communication improved vendor management and ease of doing business.
Faster Freight Process
Automating quotation collection and provider coordination helped decrease the overall freight processing time.
Improved Customer Service
Faster freight coordination contributed to better customer service and increased trust.
Business Impact of Freight Automation
The Salesforce solution transformed the freight process from a largely manual coordination activity into a structured workflow managed through the CRM.
Instead of manually contacting freight providers and maintaining quotation information separately, the operations team could initiate the process from the unit, automatically identify relevant providers, collect quotations, compare options, select a provider, and track freight progress.
The internal provider rating system also created a feedback loop that helped the client identify preferred freight providers over time and maintain a more reliable provider network.
Operational Visibility
A Bird’s-Eye View of Unit Movement
The dashboard gave the operations team centralized visibility into unit movement and freight stages, helping them monitor the progress of machines through provider approval, pickup, and drop-off.
Operations Team
Centralized
Freight Visibility
Related Heavy Machinery Case Study
Automating Heavy Machine Procurement With Salesforce
Explore how Salesforce automation was used to streamline heavy machine procurement, automate buyer matching, organize available units, and reduce manual processing for the sales team.
Key Takeaway
Salesforce automation can help heavy machinery businesses manage complex freight workflows by connecting provider selection, quotation collection, vendor management, communication, and unit tracking in one system. For this client, the automated process reduced operational processing time by 60% over six months while improving visibility, provider management, and customer service.
Ready to Automate Your Salesforce Processes?
Kizzy Consulting helps businesses design and implement Salesforce solutions that connect data, automation, integrations, and operational workflows.
About Kizzy Consulting
Kizzy Consulting is a Salesforce Consulting Partner in the USA and Australia. The company has successfully implemented 100+ Salesforce projects for 100+ clients across sectors including Financial Services, Insurance, Retail, Sales, Manufacturing, Real Estate, Logistics, and Healthcare in countries including the US, Europe, and Australia.
Kizzy Consulting helps organizations streamline Salesforce operations through implementation, automation, integration, data management, and AI-driven solutions.
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