• What is CRM
• CRM Expertise

• Training agenda
• Training Costs

CRM software for transportation companies

CRM Business objectives

	Customer orders history

	Keeping loyal customers and acquiring new ones

	Company resources management

	Document flow automation

	Increasing the number of customers served by one specialist

	Financial management

CRM Business objectives:

Customer orders history.

Keeping loyal customers and acquiring new ones:

1. Regular interactions with customers according to business-processes.
2. Processing customer inquiries.
3. Customer segmentation (by turnover, activity, order parameters, product and service demand, VIP flag).
4. Control of the sales-persons effectiveness.
5. Handling customer reclamations.
6. Targeting customers.

Company resources management:

1. Tracking resources availability.
2. Planning resources capacity basing on the operative data.

Document flow automation:

1. Automatic Transportation Request forming.
2. Automatic cost calculation basing on the load type, transport type and the route distances.
3. Automatic accounting documentation forming.

Increasing the number of customers served by one specialist:

1. Working according to automated business processes.
2. Automatic documents creation.

Financial management:

1. Planning the payments schedule.
2. Tracking debitors.

Featured CRM project description