Logistics CRM Feature list

 

Scenario of Logistics Industry & CRM for Logistics business

The Logistics industry is one of the important pillars for smooth functioning of world trade. Conducting business across national borders is simplified due to the highly evolved Logistics industry.

An economy largely depends on the logistics, distribution channels & supply chains for smooth trade & commerce. Being one of the biggest industries, it has its own challenges. Scattered marketplaces and increasing costs are two of them. Logistics companies in economies like  Australia, UK, USA, Singapore, Hong Kong and many more are adopting Logistics CRM systems to organize their pre-sale & post-sales activities.

The core function of Logistics CRM is to automate and speed up the sales process. It helps the sales teams to make regular follow ups thus helping in client retention. Moreover it also helps to track the sales funnel and take necessary actions for any deviations. The year 2020 will be a decisive phase as analysts state, introduction of GST would be a boon for logistics companies for the next 3 – 7 years! The integration of Logistics CRM will be a cherry on the cake in this expanding stage of business.

 

 

Modules:

1. Sales Target Module

This module helps you:

Set, trace and observe sales targets for your Logistics business and sales people respectively.

Monitor your financial growth.

Monitor & manage the sales performance of your business and sales teams.

 

 2. Lead Management Module

This module lets you:

Add multiple leads.

See the status of each lead follow-up and prioritize prospects to win more orders.

Club and allocate leads as per your desire.

Foresee your business scope of growth with sales forecasts.

 

3. Follow-up Modules: Call, Email, SMS & Meeting Module

These modules let you:

Execute lead follow-ups via calls, emails, sms and meetings.

Automate follow-up calls, emails, sms and meetings with leads.

Set prompts for sales follow-ups, calls and meetings.

 

4. Quotation Management Module

This module lets you:

Prepare and send numerous winning quotations.

Stay updated about the quotation status, fix closing dates & save versions.

Sales people can share quotations with other users in the CRM.

Set-up approval flows for quotations by higher authorities.

 

5. Client Module

This module lets you:

Add contact information of clients.

Allocate, group and communicate from a single console with your clients.

 

6. Products / Services Module:

Add, organize & handle multiple products.

Specify their dimensions, selling price range & taxes.

Monitor their sales in real time.

 

7. Calendar Module

This module helps you:

Acts as a calendar.

Organize tasks.

Highlight important dates relevant to your business, employees, leads and clients.

 

8. Contacts Module

This module lets you:

Store, change and remove client contact details.

Save crucial dates regarding products and services purchased.

Set payment reminders, etc.

 

9. Import Data Module

This module lets you:

Import your existing client, contact, product / service data.

Know data importing details.

Helps you avoid data duplication.

 

10. Announcement Module

This module lets you:

Device and schedule announcements internally to the people within your organization and CRM system.

 

11. Company Module

This module lets you:

Add and handle your company and branch details, save and know basic contact details.

Add, modify and delete contact information & designations of employees as per their departments.

 

12. Tags Module

This module lets you:

Make & customize tags

 

13. Tasks Module

This module lets you:

Type-in many tasks with their descriptions.

Know the completion status, priority & end date of every task.

 

14. Pending Data Module

This module lets you:

Spot the exact data loopholes throughout your leads, clients and contacts in the CRM system.

 

15. Newsletter Greeting Module

This module lets you:

Dispatch mass emails to customers and leads.

Relay email marketing campaigns.

 

16. Birthday & Anniversary Module

This module lets you:

Wish Clients through sms & emails

Get reminders for the same

 

17. Reports Module

This module lets you:

Get detailed insights into the finest details of your business sales.

 

18. User Module

This module lets you:

Introduce new users into the CRM system.

Specify and stay updated about their roles & titles.

Control access permissions to different modules.

Categorize users as per their departments, branches and designations.

 

Conclusion:

We hope this piece of information was resourceful to you.

You can see a demo on Logistics CRM here!

Stay tuned for more updates on Logistics CRM here!

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