Newcastle, UK

Mandata centralise sales operations and transform quoting with Salesforce

About Mandata

Mandata provides you one integrated suite of TMS software solutions to run your full end to end business processes.They provide transport planning software solutions that support bulk and heavy haulage, frozen and chilled, general haulage, pallet management, plant hire/plant and machinery, vehicle logistics and waste management companies.

Mandata wanted to transition fromMaximiser CRM, to enable them via flexible cloud-based platform, centralising data making information and functionality accessible to all staff.


Mandata’s key requirement was to have all their processes aligned within one CRM. To allow the team to streamline processes effectively being able to track and align their CRM and billing functions.

Whilst incorporating automation to reduce the number of repetitive manual inputs, to make their data less prone to error.

Mandata + Salesforce

The adoption of Salesforce as one CRM system gets everyone working together for a better customer journey providing full visibility of their operations, increasing Mandata’s ability to maximise customer opportunities. With vast efficiency improvements, the team can now do a lot more as it reduces the amount of time spent on admin tasks.

Through unlocking insights with Salesforce Tableau Mandata can generate multi-dimensional reporting to visualise their data and KPIs to better understand performance.Tracking engagement, monitoring pipelines, and analysing the performance of sales and marketing activities.

Talk to us about Financial Transformation

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