CRM for transportation companies

Updated on:
30.09.2021
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Freight transportation is a complex area that requires effective management. Logistics optimization, route optimization, and streamlined processes across departments are crucial for transportation companies. A robust CRM system designed for transportation companies automates routine tasks, enhances communication, and ensures proper order management. This tool elevates the company to a higher level, freeing up resources that were previously dedicated to organizational tasks.

The Most Common Problems Transportation Companies Face

CRM for Transportation Companies

Transportation companies commonly face various challenges that can impact their success. To prevent profit loss and maintain progress, it's essential to address these challenges and streamline workflows with the help of a CRM system. Implementing a CRM system becomes crucial in the following scenarios:

Order Processing Speed

Inconsistent rules and a lack of structure in the order processing cycle lead to chaos and hinder growth opportunities. A CRM system for transportation companies allows for the creation of a structured sales funnel, making processes efficient and organized.

Large Percent of Lost Revenue and Customers

Many clients are lost due to delays in lead capture and unsatisfactory work. Poorly structured logistics processes, untimely organization of freight transportation, and mistakes by couriers or managers contribute to customer loss and declining revenues.

Client management
CRM system for
Client management
Quality customer support will help your business to be in demand and grow in terms of profits!

Managers Perform a Lot of Unnecessary Tasks

Managers often spend a significant amount of time on repetitive tasks, such as manually creating commercial offers or handling emails. By integrating an efficient CRM system, these tasks can be automated, reducing the time spent on order formation by 2 to 4 times.

The History of Work with a Client is Not Fixated

Customer information is a valuable resource, but it often goes uncollected or scattered across different sources. A CRM system creates individual information cards for clients, collects call history and conversations, unifies orders and documents, and presents the information in a user-friendly manner.

Weak or No Sales Analytics

Sales analysis is crucial for assessing employee performance, identifying strengths and weaknesses, and strategically planning for the future. A CRM system provides analytical tools to track the effectiveness of employees, departments, and specific business processes.

Rules for Choosing a CRM System

CRM systems

CRM systems take care of many viable business tasks. This is why it’s important to choose the right tool for your company. These are some of the guidelines that are commonly accepted for CRM in supply chain:

  • Look at the price. It’s common knowledge that a high price tag on a software doesn’t guarantee quality. Why would you buy a chainsaw if your task is to cut parmesan? Free instruments are also a no go. They limit your capabilities in terms of the functionality as well as capacity.
  • Functionality is the core. The system that you buy must perform the tasks that you bought it for. For this you need to formulate these tasks and then decide which CRM takes care of them in the most effective way.
  • Security is important. It would be a disaster if your database gets breached and your competitors will get access to it.
  • Decide what type of software you want to get: cloud or on-premise. The latter is a more secure option with better scalability, although it's pricier. Cloud software can be easily deployed and integrated. It’s also convenient to access from any device as long as you have an internet connection.
  • Think about scalability. It may seem that there is no need to scale right now, but it’s always important to strategize the relevance of the software 1-2 years from now.
  • Consider the interface. How comfortable is it to use the CRM? Does it fit into your employees’ work practices? How fast and easy is it for new employees to adapt to it? These are some of the questions worth asking before choosing a CRM system.

The experience shows that the best practice is to develop your own custom CRM system. Yes, it may seem expensive, but if the system is built by people who know what they are doing you will get your money back within the first year of usage. The advantages are limitless - high level of security, ability to integrate new tools, make the system work precisely to solve problems of any level of difficulty that are unique for your business.

How Useful Is The Integration?

customer relationship management system

Integration of a personalized CRM system opens up new opportunities for transportation businesses, including:

  •  Customer and Delivery Segmentation: Manage all roles within a unified database, granting individual access levels specified by the superadmin.
  • Order and Freight Management: Automate order processing and improve task structuring, minimizing errors and improving efficiency.
  • Roles and Responsibilities: Guide employees through the sales funnel, ensuring clear tasks, notifications, and monitoring for streamlined workflow.
  • Communication with Customers and Employees: Direct all orders and applications to a unified database, regardless of the channel, fostering better cooperation.
  • Route Management: Utilize logistics planning tools for optimized routes, cost reduction, and real-time tracking of freight throughout the delivery cycle.
  • Flexible and Effective Analytics: Collect and analyze relevant information to evaluate employee efficiency, financial processes, and customer communication.

Custom CRM System for Transportation Companies by Wezom

Custom CRM System

Wezom offers custom CRM development services for companies in the logistics and transportation industry. Our dedicated team of specialists dives into your business processes, analyzes your target audience, and assesses your performance. Based on the gathered data, we define the tasks that your CRM system should address. We then assign the right developers to create a customized solution for your company. Here's how our process works:

  1. Team Assignment: We assign a team of developers based on the project type, deadlines, and required functionality. Our goal is to ensure efficient collaboration and timely delivery.
  2. Interface Design: Our designers focus on crafting a refined interface that is intuitive, clean, immersive, and easily understood by all employees. We prioritize user experience to enhance productivity.
  3. Development: With expertise in developing tools that solve business problems, we create high-quality CRM systems of any complexity. Our track record includes over 2000 successful projects.
  4. Training and Support: Our specialists provide comprehensive training to your employees on using and navigating the CRM system we build for you. We also offer ongoing support to address any questions or issues that may arise.
  5. Testing and Quality Assurance: Before deployment, we rigorously test the CRM system to ensure functionality, quality, and compliance with your standards and expectations. Our aim is to deliver a reliable and effective solution.

The CRM systems we build for transportation companies go beyond being extensive tools; they redefine core functionalities in a practical, innovative, and profitable way. We prioritize your specific business needs and optimize processes to help you take your business to the next level.

If you're interested in CRM development services or would like to discuss how we can digitize and optimize your transportation business, feel free to contact us or visit one of our offices. We're here to provide personalized strategies and assist you in leveraging the power of a custom CRM system for your logistics operations. Let WEZOM be your partner in transforming your transportation company with our transportation CRM solution!

WEZOM is dedicated to delivering customized CRM systems that meet the unique requirements of transportation and logistics companies. Our expertise in the field, combined with our commitment to innovation and customer satisfaction, makes us an ideal partner for your CRM development needs. Contact us today to explore how we can help your business thrive in the digital age.

Eugene
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