Case Study: Trailer Bridge achieves a 100% productivity increase and expands operations with Pipeline CRM

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Preview of the Trailer Bridge Case Study

Trailer Bridge Streamlines Its Sales Process And Expands Operations With Pipeline CRM

Trailer Bridge, a Jacksonville-based shipping and logistics firm operating one of the largest 53-container fleets in the Americas, needed a better way to manage sales as it expanded across ocean, truckload, intermodal, warehousing, and transloading services. With complex, variable sales cycles and dozens of leads per rep, the team struggled with visibility, task tracking, and engagement using their previous CRM and sought a solution to accelerate growth.

Trailer Bridge migrated to Pipeline CRM, completing a smooth data transfer and onboarding within about a month, and adopted features like custom fields, Sources, Tags, and transactional pipelines to track deals and attribution. The result: streamlined workflows, full sales visibility, elimination of wasteful meetings, a 100% productivity improvement, increased customer touches, and the operational capacity to support new revenue milestones and eight planned branch openings while managing 13,000 customers.


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Trailer Bridge

Jeff Vaughn

Vice President of Sales


Pipeline

37 Case Studies