
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
Manually tracking hundreds of rental units during delivery was time-consuming and inefficient.
Pricing for large events required validation before orders could be finalized.
Field technicians needed easy access to site maps during setup and delivery.
Additional equipment requested during an event needed to be tracked accurately.
Finance teams needed a reliable way to verify fulfilled quantities before closing contracts and generating invoices.
THE SOLUTION
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.
Instead of scanning every unit, technicians record fulfilled quantities, making high-volume deliveries faster and more efficient.
Salesforce validates pricing before the event, helping reduce errors before fulfilment begins.
Site maps are automatically shared with field teams across the fulfilment process to support setup and delivery.
Additional equipment requested during the event is tracked accurately for complete fulfilment records.
Delivery reconciliation before contract completion supports accurate invoicing and contract close-out.
BUSINESS OUTCOMES
Quantity-based verification helps field teams complete deliveries more efficiently.
Pre-event pricing validation helps reduce errors before fulfilment begins.
Site maps are readily available, helping technicians complete setups more efficiently.
Verified delivery quantities support accurate invoicing and reduce billing discrepancies.
Operations and finance teams gain better insight into fulfilment progress, equipment usage and contract completion.
TOOLS & TECHNOLOGIES USED

Rental
This case study examines how a utility rental company shifted from a call-centric high touch model to a high-tech online portal, solving understaffed call center issues.The new system improved operations and customer experience, attracting 800-850 new users to the site and pleasing both management and sales teams.

Rental
A growing sales-driven organization wanted to improve its outreach process and manage email campaigns more efficiently inside Salesforce. The client was already using Salesforce SDR Agent and needed customization to better support their sales operations, campaign workflows, lead routing and lead engagement activities.