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 building strong relationships with our customers and carriers. OUR VISION: To build genuine relationships and grow together. OUR MISSION: To inspire a culture that nurtures and respects our customers, carriers, and team members.
Industry
Location
Cincinnati, Ohio (US), United States
Implemented by
Case 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From outdated logistics tools to a growth-ready Odoo platform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, focused on building strong relationships with customers, carriers, and team members while enabling sustainable growth.
Before the project, Bridge Logistics was operating with outdated software and a CRM that brought very little value to the organisation. Key processes were fragmented, data was scattered across different tools, and reporting was limited, which made it difficult to support their SDR project and keep pace with the company’s growth ambitions.
For Bridge Logistics, the key objective 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 to serve customers and carriers effectively.
Their needs
A scalable Odoo solution to support growth and a new SDR programme
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.
- 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 programme and day-to-day sales activities.
- Centralise data and processes to obtain better reporting and create greater accountability across the organisation.
- Gain a clearer view of customer and carrier relationships to strengthen 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, customisation, and collaboration apps, Captivea helped Bridge Logistics replace their ineffective CRM, support their SDR project, centralise information, streamline processes, and obtain the better 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
- Demonstrate that we understood their business
- Confirm a budget
- To understand and confirm how we will do it
- Define the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present the proposal
- 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 ingrained with antiquated software. This opened up a ton of doors for us as an organisation to get better reporting, and through that better reporting, create 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
- Centralised organisation of financial documents
- Generate quotations in just a few clicks
- Fast sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gains
- Centralised management of leads and customers, boosting your sales team’s efficiency
- Smoother order processing with real-time stock tracking
- Clear view of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Improved time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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