Neovia Logistics
Neovia Salesforce Sales Cloud, Quip and My Trailhead Implementations
Summit partnered with Neovia Logistics to replace an outdated CRM with a modern Salesforce Lightning solution that could support complex sales processes, collaboration, and enablement across a global organization. The engagement included the implementation of Salesforce Sales Cloud, Quip for collaboration, and MyTrailhead for training—delivering a scalable foundation for sales automation while meeting aggressive timelines and operational requirements.
Meet The Client
About Neovia Logistics
Neovia is a global leader in third-party logistics, operating more than 100 facilities in 20 plus countries across six continents. For over 30 years, Neovia has combined an OEM mindset with real-world innovation to partner with, and solve complex logistics challenges for, leading companies in the automotive, industrial, aerospace and technology sectors.
As a complex, globally distributed organization, Neovia relies on efficient sales processes, accurate data, and strong collaboration to support customer engagement and growth.
The Challenge
Neovia Logistics was operating on a legacy CRM platform (Winmore) that could no longer support the needs of its sales organization. As the company prepared to transition to Salesforce, they needed more than a system replacement—they needed guidance, speed, and a solution capable of supporting complex sales operations.
The team faced several interconnected challenges:
Rapid Salesforce deployment required
Neovia needed to get up and running in Salesforce quickly, with experienced guidance to ensure a smooth transition and avoid disruption to active sales operations
Hybrid internal and external delivery model
Neovia had an internal user with prior Salesforce administrator experience and wanted to work in tandem with Summit—combining internal knowledge with external consulting support to accelerate delivery and build long-term capability
Complex sales process configuration
Neovia utilized a sophisticated sales process and needed Salesforce configured with efficiency and accuracy in mind, ensuring the platform reflected how opportunities were actually managed across the organization
Best-practice guidance for continuous improvement
The team sought consultation on Salesforce, industry, and technology best practices to support an ongoing commitment to continuous process improvement—not just a one-time implementation
Need for strong internal collaboration
Neovia required a robust collaboration solution to ensure prospects were effectively qualified and proposals were constructed in a timely manner, with transparency, automation, timely notifications, and effective oversight throughout the sales cycle
Salesforce integration requirements
Neovia wanted to integrate Salesforce with other systems to further enhance the value of the solution and support future automation and scalability
The Summit and Salesforce Solution
Summit designed and configured a custom Salesforce solution that enabled Neovia Logistics to get up and running in just two months, delivering a sales automation process aligned to their complex sales environment. Summit:
Automated key steps in the sales process
Automated the creation of tasks at relevant points in the sales cycle to improve consistency, efficiency, and follow-through across the sales team
Enabled collaborative account planning with Quip
Integrated Quip to support account planning and foster clear communication between members of the sales team and their clients
Implemented a commission tracking solution
Designed and built a sophisticated commission tracking system to support Neovia’s sales compensation requirements
Streamlined secure access with Single Sign-On (SSO)
Advised on and configured SSO to simplify user access while maintaining security standards
Delivered ongoing enablement with MyTrailhead
Integrated MyTrailhead to support user training and reinforce Salesforce processes as adoption expanded
Improved activity visibility with Einstein Activity Capture
Enabled Einstein Activity Capture to automatically track sales activities and interactions
Established a sales scoring methodology
Created a sales scoring approach to help prioritize leads and opportunities more effectively
Delivered actionable reporting and dashboards:
Developed reports and dashboards aligned to key performance indicators (KPIs), ensuring all RFP deadlines were met and performance was clearly visible
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Results for Our Client
As a result of the Salesforce implementation, Summit delivered meaningful outcomes for Neovia Logistics:
- On-time, on-budget Salesforce delivery: Summit successfully delivered the project on schedule and within budget, migrating Neovia Logistics off their previous CRM system with no interruption to ongoing business operations
- Improved collaboration across sales teams and stakeholders: Neovia staff can now effectively collaborate with internal sales team members and external client stakeholders, enabling more efficient and coordinated work on sales opportunities
- Greater oversight, security, and accountability: The new Salesforce solution provides confidence through proper oversight, data security, and accountability—ensuring sales activities are visible, controlled, and aligned with business standards
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