Freight transportation remains one of the most complicated areas to manage. It’s essential to count the logistics aspect - optimize routes, understand obstacles during transportation and organize processes within an organization across all of the departments. A solid CRM system made for transportation companies automates routine processes, simplifies communication and makes sure the order management is done properly. This is the instrument that moves the company to another level.
Despite the versatility and unique characteristics of every business, there’s quite a batch of problems that is universally shared among all of them. CRM system implementation is essential when a company is experiencing one of the following complications:
The absence of specific rules guiding employees throughout the whole order processing cycle creates chaos and limits the opportunities for growth. This forms a working environment that is disorganized. CRM system for transportation companies allows to create and structure a sales funnel that will handle the inconsistencies and make the processes efficient.
Big portion of clients are being lost due to inability to capture leads fast enough. Another portion - from unsatisfactory work. However, most commonly, the clients are lost during the order formation. Lack of structuration, inconsistent logistics processes, untimely organization of freight transportation, courier’s or manager’s mistakes. As a consequence, the customers do not return and the revenues are falling.
Many tasks that are performed by managers are done routinely. Manual formation of commercial offers, email handling, storing customers’ information on spreadsheets or even notebooks. Usually, managers spend around 70% of the time forming a customer's order. This time could be cut by 2 to 4 times if an efficient CRM system is integrated. Automating application forms, digitally storing your customers’ data, making systems convenient to handle and process your documents, allowing direct connection to the performers - this is just part of what is possible with a custom CRM system for logistics businesses.
Customer’s information is an extremely valuable resource. However, some companies choose to either try to collect everything by hand or choose not to collect any data at all. The wider your pool of resources the more likely you are to miss important data. CRM systems for transportation companies creates individual info cards for your clients, collects the history of your calls and conversations, unifies all the clients orders and documents, and presents the information in the most user-friendly way possible. Employees that are given permission can access this information at any moment from any place.
Sales analysis is an essential tool that demonstrates the efficiency of work. It’s crucial to see the performance of employees and clearly understand the weaknesses and strengths. A CRM system for transportation companies carries a set of analytical tools allowing a business to map out the effectiveness of each of the employees, departments, and track certain business processes. It’s imperative to collect and analyse the key metrics of any business in order to strategically plan its prosperous future.
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:
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.
A personal customer relationship management system for transportation business opens a new path of opportunities and ways for expansion. This is a modern instrument that is personally crafted to fulfil the needs of your business and solve a variety of tasks. What is a custom CRM capable of:
All customers, drivers, middlemen, managers, and any other role that your business has will be managed within a unified database, which is capable of segmenting them by categories. Each role will be given the amount of access that is individually specified by the superadmin (top management role that has the ability to manipulate and change other roles).
Automatization of order processing will significantly optimize the work of managers. The system’s organization of freight and deliveries by the system will let you efficiently structure tasks which will lower the chances for errors to occur. Order processing is now easier, faster, and better.
The work of your employees will be curated and guided by the sales funnel. Now, every worker knows their duties. The CRM system will notify and remind which tasks need to be done and when. The cooperation and workflow will be simple, efficient, and easily monitored.
All orders and applications will be directed to a unified database, no matter what channel it comes from - website, phone, email, messenger, or any other source. The ability to communicate within one system allows for better cooperation between the parties involved.
Logistics planning tools will let you optimise routes, reduce operational expenses, and control order processing on each of the stages. Your managers will always be notified and acknowledged about the location of freight, its history throughout the delivery cycle. The system will take care of data collection and route planning processes.
CRM system collects all the relevant information and evaluates the efficiency of work of your employees across all of the departments. The system also analyzes flows and correctness of financial processes as well as methods and quality of communication with customers. The analytical tools of a custom CRM system will provide insightful data that will show how the company is performing and guide you in development of future strategies for the company.
Wezom offers custom CRM development services for companies in the logistics and transportation industry. Our team of dedicated specialists dive into your business processes, analyse its function, target audience, and performance. Based on the data gathered from the analysis, we form tasks that the CRM must perform. Next, we assign the right people to develop the instrument specifically for your company. Here is how we work.
Call us or swing by one of our offices to discuss details about CRM development services and develop a personal strategy to digitize and optimize your business. It’s time to take your business to the next level with Wezom!
Development and integration of a customly built CRM system for your business and its processes.