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 Case Study: Hodge 

MODERNIZING MATERIAL HANDLING OPERATIONS

This case study explores how Hodge, a leader in material handling and logistics, partnered with Concept to modernize their operational journey and deliver impressive results.

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INTRODUCTION

How Hodge Leveraged 
Technological Integration

In today’s dynamic business environment, leveraging technology and streamlined processes is essential for significantly improving operational efficiency. This case study explores the journey of Hodge, a material handling and logistics company, and how targeted digital solutions improved their internal operations and delivered impressive business results.

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CLIENT BACKGROUND

Hodge: A Leader in Material Handling & Logistics

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Experience: Over 60 years of industry expertise.
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Scale: Employs over 800 employees across five states, including Iowa, Illinois, Wisconsin, North Carolina, and Georgia.
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Services: Provides material handling equipment sales and service, third-party logistics (3PL), warehousing, and real estate development.
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Goal: Hodge sought to modernize operational processes, improve cross-departmental communication, and enhance visibility.

CHALLENGES

Overcoming Operational Hurdles in Logistics and Equipment Management

Hodge faced several key challenges impacting their efficiency and service delivery:

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Manual Inventory Management

Difficulty managing new and used equipment purchases and rental requests led to communication and visibility gaps.

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Lack of Market Intelligence

The team lacked visibility into key marketing data and had limited account access for multiple sales representatives.

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Outdated Paper Processes

Customer demo requests and credit applications were handled on paper, reducing efficiency across departments.

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Communication Barriers

The company struggled with timely communication across various locations regarding inventory and credit applications.

STRATEGIC APPROACH

Implementing Salesforce Solutions and Streamlined Workflows

Concept partnered with Hodge to implement technology solutions that enhanced operations and communications:

Material Handling Accelerator

Concept integrated this tool into Hodge’s CRM to capture data points and build a strong sales pipeline.

Territory
Management

Implemented to ensure visibility in managing parts and service sales.

Automated 
Workflows

Developed a streamlined process for demo requests and credit applications, automating approvals for better management.

Centralized Used
Equipment Tool

Created a custom tool within Salesforce to manage the used equipment process, enabling faster customer service.

RESULTS

Driving Business Growth Through Strategic Salesforce Consulting

As a Salesforce partner, Concept enabled Hodge to improve efficiency with tailored inventory and process management solutions.

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Driving Business Growth through Strategic Sales Development

260+

Completed Projects

97%

Projects within Budget

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IN CONCLUSION

Achieving Operational Excellence with Concept

By leveraging targeted technology solutions and streamlined processes, Hodge significantly improved its operational efficiency and service delivery. This case study highlights the transformative impact of strategic interventions, showcasing Hodge's journey toward enhanced visibility, better communication, and overall operational excellence.

See What Our Clients Have Said...

 

Concept was very proactive in the Salesforce implementation to ensure that the system met our objectives. They were also very responsive to making changes to accommodate various users. From our experience, Concept Services is highly recommended.

Pete Voss

President | Voss Equipment, Inc.

Great experience

If you are looking to outsource your outbound calling and business development, I highly recommend  Concept. It will end up costing your company more money to hire the wrong people internally than to make the right choice in outsourcing!

Vinnie Rocco

General Manager | Amcast

Thorough and patient customer service for first-time CRM users

This was our first implementation of any CRM system and the Concept staff was very patient and thorough walking us through the entire process. They asked a lot of questions to better understand our processes and goals and always made sure we were comfortable before moving on to the next step. We are now setup to run several automated workflows and marketing campaigns with plans to continue working on additional marketing projects. We certainly could not have gotten to this point on our own!

Lori Z.

| MHEDA

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