Customer reference
Bridge Logistics, Inc
We’re a Cincinnati-based logistics company that’s passionate about living our “WHY”: the success of our people. In return, our employees are committed to investing in the relationships we have with our customers and carriers. OUR VISION: To build genuine relationships and grow together. OUR MISSION: Inspire a culture that nurtures and respects our customers, carriers, and team members.
Industry
Location
Cincinnati, United States
Implemented by
Case study on Odoo
The context
From outdated logistics tools to a growth-ready Odoo platform
Bridge Logistics, Inc. is a third-party logistics provider based in Cincinnati, Ohio, dedicated to building strong relationships with customers, carriers, and team members while enabling sustainable growth.
Before the project, Bridge Logistics was working with outdated software and a CRM that delivered very little value to the organisation. Key processes were fragmented, data was scattered across tools, and reporting was limited, making it difficult to support their SDR project and keep pace with the company’s growth ambitions.
For Bridge Logistics, the priority was to equip a growing third-party logistics business with a modern, scalable platform that could support their SDR project, improve reporting and accountability, and give teams better visibility so they could serve customers and carriers effectively.
Their needs
A scalable Odoo solution to support growth and a new SDR project
Bridge Logistics Inc. came to Captivea for their Odoo integration needs, they made it clear that they needed a software solution that could accompany the growth of their organization. In need of a suitable platform to launch their SDR project, their existing CRM was of very little use to their organization.
- Have an Odoo-based ERP and CRM platform that can scale with their growing third-party logistics business.
- Replace an underperforming CRM with a system that effectively supports their SDR project and day-to-day sales activities.
- Centralize data and processes to achieve better reporting and create greater accountability across the organization.
- Gain a clearer view of customer and carrier relationships to improve collaboration and decision-making.
The proposed solution
A comprehensive Odoo ERP foundation, tailored to a 3PL growth strategy
Captivea began by performing a complete analysis of Bridge Logistics’ Odoo environment, then deployed Odoo ERP as the central platform for their operations. By implementing marketing, sales, HR, finance, customization, and collaboration apps, Captivea helped Bridge Logistics replace their ineffective CRM, support their SDR project, centralize information, streamline processes, and obtain the improved reporting and accountability they were looking for.
The first step of this project is to perform a complete analysis of the client’s Odoo environment.
Analysis objectives
- To be reassured on the faisability
- Show that we understand their business
- To confirm a budget
- To define and confirm how we will proceed
- Determine the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present it
- Handle feedback
“When we first came on board two years ago, we were working hand in hand with Sebastien Riss. And he was wonderful. He was really very patient with us, not only in explaining the software but also in getting us to think about doing things differently because we were so used to antiquated software. This opened up a lot of doors for us as an organization to get better reporting. And through that better reporting, we created some accountability.”
Odoo apps deployed
The Odoo suite for this project
All Odoo applications, activated at the pace of the client’s needs.
Sales & CRM
Inventory & Manufacturing
Finance
Human Resources
Productivity
Technical
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time savings
- Centralized organization of financial documents
- Generate quotes in just a few clicks
- Fast document sharing
- Simplified supply management
- Automation of service schedules
Productivity gains
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time inventory tracking
- Clear visualization of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management to help allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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