Case study

Mobile Storage Solutions

Buffalo Grove, IL

End-to-end workflow on one system — website lead form through quoting, booking, delivery scheduling and automated billing — run by a back office kept deliberately lean.

Location Buffalo Grove, IL

Modules used

CRM & Sales
Quoting & Booking
Dispatch/Cal Integration
Real-Time Inventory
Billing & Reporting

The challenge

Before Stella

A portable storage business touches marketing, sales, dispatch, inventory and accounting before a single invoice goes out. Handled separately, each handoff is another place to re-key data and another reason to add overhead to the back office.

The solution

What they run today

Mobile Storage Solutions integrated Stella into their website lead form and let the same record carry through customer quotes, booked orders, scheduled deliveries and automated billing — with inventory managed on the operations side and QuickBooks integration on the financial side.

The results

Outcomes in the customer's own words

Paraphrased directly from Mobile Storage Solutions's published testimonial. We publish no figure a customer hasn't stated themselves.

End-to-end workflow managed in a single system
Website lead form feeds directly into Stella
Quoting, booking, delivery scheduling and billing automated on one record
Inventories managed in the same place as sales and financials
QuickBooks integration handles the financial side
One person can easily run all back-office functions, keeping overhead costs down

We've been using Stella for almost a year now and have only great things to say about it! It helps us manage the end-to-end workflow for our business by integrating into our website lead form, providing customer quotes, booking orders, scheduling deliveries, and automating billing. It also helps us with operations by managing inventories and with financials by integrating into QuickBooks. It's an impressive software that has lots of functionality yet is simple to use.

Dave Fuss, Owner, Mobile Storage Solutions

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