Salesforce Order Fulfilment for Large Utility Rental Events
ABOUT THE CLIENT
A leading utility rental company in North America provides portable restrooms, hand wash stations, trailer units and other rental equipment for events of all sizes. The client supports large events that require hundreds of rental units to be delivered and set up within tight timelines. As demand for major concerts, festivals, sporting events and public gatherings increased, the company needed a more efficient way to manage high-volume deliveries while maintaining accurate inventory, pricing and billing.
THE CHALLENGE
High-Volume Manual Tracking
Manually tracking hundreds of rental units during delivery was time-consuming and inefficient.
Pricing Validation
Pricing for large events required validation before orders could be finalized.
Site Map Access
Field technicians needed easy access to site maps during setup and delivery.
Overage Tracking
Additional equipment requested during an event needed to be tracked accurately.
Delivery Reconciliation
Finance teams needed a reliable way to verify fulfilled quantities before closing contracts and generating invoices.
THE SOLUTION
Salesforce Order Fulfilment for Large Events
ZingWorks implemented a Salesforce-powered order fulfilment solution tailored for large events, giving operations, field service and finance teams better visibility while reducing manual effort.
Quantity-Based Delivery Verification
Instead of scanning every unit, technicians record fulfilled quantities, making high-volume deliveries faster and more efficient.
Pre-Event Pricing Validation
Salesforce validates pricing before the event, helping reduce errors before fulfilment begins.
Automatic Site Map Sharing
Site maps are automatically shared with field teams across the fulfilment process to support setup and delivery.
Overage Tracking
Additional equipment requested during the event is tracked accurately for complete fulfilment records.
Delivery Reconciliation
Delivery reconciliation before contract completion supports accurate invoicing and contract close-out.
BUSINESS OUTCOMES
Faster Large-Scale Event Fulfilment
Quantity-based verification helps field teams complete deliveries more efficiently.
Improved Pricing Accuracy
Pre-event pricing validation helps reduce errors before fulfilment begins.
Better Field Team Coordination
Site maps are readily available, helping technicians complete setups more efficiently.
Improved Billing Accuracy
Verified delivery quantities support accurate invoicing and reduce billing discrepancies.
Greater Operational Visibility
Operations and finance teams gain better insight into fulfilment progress, equipment usage and contract completion.
TOOLS & TECHNOLOGIES USED
Client
Testimonials
Explore Our Success Stories
Utility
Dynamic Flex ServiceScheduler for Managing Site-Based Service Requests
The Flex Service with dynamic UI empowered the client’s staff to efficiently manage services per site from a single interface. This led to:
- Faster quote finalization
- More accurate service scheduling
- Improved user satisfaction and operational agility
Rental
Utility Rental Company based in North America
This is the largest Utility Rental Company based in North America. Renting porta potties,fences and sanitation utilities.Salesforce CPQ was to be implemented. In addition a customer portal was to be built which could enable users to request for quotes, place orders and manage orders.The Source of Truth was to be in Salesforce.