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Aug
11

Trucking Company Ticket Entry using CRM (xRM)

Earlier this year we had a chance to put together a very unique solution for one of our clients in the trucking industry. They were in need of a solution to replace a legacy ticket entry system which was plaguing them with inaccurate data and a platform that was rigid, didn’t scale, and no one could really maintain. We designed a solution using Microsoft Dynamics CRM and Scribe to create a fast and flexible data entry environment for tracking and calculating tickets. We were able to integrate customer data from Microsoft Dynamics GP and driver data from an external 3rd party database using Scribe. Once the data was in CRM, we used Jscript to complete numerous form customizations with a lot of complex calculations and defaults. SQL Reporting Services served as the reporting engine to pull in tickets and calculate batch data.

The beauty of this ticket entry system, is that as this customer grows and further refines their own customer engagement strategy, Microsoft Dynamics CRM is already the platform they are using for their core ticketing system… and is ready to step in with all the customer, driver, and ticket data to be used in a more traditional CRM function in the future.

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