Feature studies
Companies handling shipments to clients, donors, or customers faced tedious manual processes: exporting contact data and addresses from systems, creating shipping labels separately, manually obtaining tracking information, and updating records across disconnected platforms. Whether processing returns, sending replacements, or delivering nonprofit gifts, teams lost significant time managing fragmented shipping workflows.
Fully integrated Salesforce shipping solution that leverages existing contact and address data to generate labels directly from CRM records. Features include carrier comparison across UPS, FedEx, and USPS, one-click label generation with PDF options, automatic tracking number capture, and automated delivery notifications via email or SMS. All shipping status updates flow back into relevant Salesforce records for complete visibility.
Eliminated manual data export and re-entry processes, saving days of work for companies shipping multiple times per year. Provided end-to-end shipping management within existing CRM workflow, enabling real-time tracking visibility and automated customer communications. Streamlined operations for diverse use cases from customer service replacements to nonprofit donor gifts while maintaining all shipping data in one centralized location.
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