Pipeline
37 Case Studies
A Pipeline Case Study
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.
Jeff Vaughn
Vice President of Sales