Case Study: Palletline improves collaboration and saves time with Gold-Vision CRM

Palletline - Customer Case Study

Palletline, the UK’s first premium palletised freight distribution company, has used Gold-Vision CRM since 2014 to improve lead generation, lead management, pipeline tracking, reporting, and communication across the commercial team. The company also wanted a mobile-friendly CRM that could support account management, customer and prospect insights, and integrated marketing.

Gold-Vision CRM helped Palletline manage the full sales journey, automatically track leads from Lead Forensics, and keep communication history, activities, and dashboards in one place. The platform improved collaboration across teams, gave staff better access to customer data on mobile and tablet, and, in Keely Priestman’s words, “engineered time saving” for the commercial team while improving communication with customers and prospects.

Palletline

Keely Priestman

General Manager