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Mercantile is a privately held transportation and courier services company, with over 25 years of experience in the industry. They specialize in offering B2B special parcel delivery and courier services. They offer different service rates and plans dependant on their clients needs.

Mercantile credits their success to the outstanding relationships their team has built with their clientele over time. This dedicated effort has led them to enjoy a loyal clientele that they have retained since opening their doors for business.  They were looking for new ways and opportunities to manage these relationships and increase their ability to coordinate internal systems and paperwork in one central location  while streamlining their corporate communications.

Throughout the detailed discussions around process flow and business flow and truly understanding the minute details and workings of Mercantile’s overall procedures the Smartdesk solution was a perfect fit for what they were hoping to achieve. The smartdesk solution allowed them to Set up custom workflows to match their business needs, create custom pipelines, custom lead stages and trigger automated tasks. Furthermore they  Used events and user actions to trigger cascading actions automatically. They had the ability to also Route sales leads to the right people in real time automatically. Setup routes to sales teams anyway you want – by service, geographic location, etc.

Mercantile continues to work with Zand Marketing on various other projects. During one of the conversations Sean Ali, V.P, Operations expressed “the smartdeskcrm solution far surpassed our expectation from implementation right down to customization and training. It has given us the ability to seamlessly coordinate various areas of the business and remain in constant communication with our most valued clients.”