Maximize lead follow-up efficiency with CRM for Logistics business

Maximize Lead Follow-Up Efficiency With CRM For Logistics Business

 

Quick follow-ups! A lot of statistics have shown that the highest cap of lead conversion happens when your response time is 5 mins or less. In fact, it’s simple the more the response time, the higher the lead drop out rate. You know where this is leading, right?

You can get manually try to micromanage your sales force (which usually fails).

You can –  

1. Give your sales team a complete follow-up kit

2. Set follow-up reminders & maximize performance

3. Optimize conversion rates

4. Analyze, repeat & enhance!

A CRM solution specially made for Logistics businesses is the best way for optimal lead management.

 

100+ Features of CRM for Logistics

Download Booklet to know 100+ Features of Logistics CRM


Follow-up Modules – Logistics CRM

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.


A
Logistics CRM has a 4 Modules that can help your sales teams follow-up, track and convert more deals.

I. Calls Module

10 Things You Can Do In Calls Module:
1. You can freeze a date & time to automate follow-up calls with leads and clients.
2. You can add reasons and adjoin tags to calls.
Eg: important, very important, etc.
3. You can set an sms or email prompts for calls so that you or your sales people do not skip lead follow-ups.
4. You can also assign calls to sales people who report to you or people under you.
5. You can get an itemized list of your whole team’s today’s calls, pending, scheduled & done calls. Respective people can see their own calling schedule.
6. You can update what’s discussed on call and delete calls.
7. You can revise the call status.
E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
8. You can pre-organize a call / meeting / email as discussed over the call.
9. You can do the following while updating calls in the List Calls:
– Schedule Meetings as discussed on the call.
– Send / Schedule Emails
– Schedule Follow-up calls & sms to leads
– Add notes as discussed on the call
– Update call status i.e . Interested, not interested, no answer, etc.
– Close a call
10. You can keep a track of calls made by sales people / users to know what’s exactly going on in sales follow-up.

II. Emails Module

6 Things You Can Do In Emails Module:
1. You can do a rapid search of mails by typing the name, email ID, company name, team, department, category.
2. You can select a date & time to schedule follow-up emails for leads, clients, contacts and vendors for respective reasons.
3. You can select an email template from the existing ones created by you.
4. You can manually type emails with desired font format options and attach files.
5. You can view your entire team’s today’s emails, scheduled emails, emails sent. Respective people can see their own scheduled emails. 6. You can view the number of emails sent, read, unread, bounced, sent and scheduled with their respective timings.


III. SMS Module

6 Things You Can Do In SMS Module:
1. You can do a quick search of messages by entering the name, email ID, company name, team, department, category.
2. You can schedule multiple follow-up sms to leads, clients, contacts and vendors for respective reasons.
3. You can send sms to multiple groups as per their tags.
For e.g.: You can sms hot leads, warms leads, etc.
4. You can select a template from the existing templates created by you.
5. You can view your entire teams today’s sms, scheduled sms & sms sent. Respective people can see their own scheduled sms.
6. You can view the number of sms sent, status of sms (sent / scheduled) sms with their respective timings and subjects.


IV. Meetings Module

13 Things You Can Do In Meetings Module:
1. You can select a date & time to schedule meetings with leads and clients.
2. You can add reasons for meeting and assign tags to a meeting such as: important, very important, etc.
3. You can get an sms or email reminder so that you or your sales people do not miss a meeting.
4. You can also assign meetings to people under you.
5. You can view your entire teams today’s meetings, pending meetings, scheduled meetings and meetings done. Respective people can see their own meeting schedule.
6. You can update what’s discussed at the meetings.
7. You can update the status of the meeting for e.g:
Meeting was positive, Client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
8. You can add remarks / information which was discussed in the meeting.
9. You can keep a track of meetings done by sales people / users to know what’s exactly going on in sales follow-up and meetings in general.
10. You can tag multiple internal employees for a Client meeting or internal meeting.
11. You can keep a track of internal meetings.
12. You can send ‘Schedule a meeting’ link to leads and clients.
13. You can view all the meetings, calls, sms, emails, etc. that are scheduled, done and pending.

 

Also find these modules – Logistics CRM

– Sales Target Module

– Leads Module

– Clients Module

– Users Module

– Contacts Module

 

Conclusion:

Ready to maximize your sales teams follow-up productivity? Click here!

Get more reads on CRM for Logistics business on our blog.

 

Resources on CRM for Logistics:

Top features of Logistics CRM software

Top features of Logistics CRM software

Infographic on Features & Functionalities of Logistics CRM

Infographic on Features & Functionalities of Logistics CRM

Factsheet on CRM for Logistics Business

Factsheet on CRM for Logistics Business

Booklet on Logistics CRM For Lead Management

Booklet on Logistics CRM For Lead Management

Checklist for Buying Logistics CRM software

Checklist for Buying Logistics CRM software

Booklet on Logistics CRM for Sales Target Management

Booklet on Logistics CRM for Sales Target Management

6 Ways to Scale Faster with a CRM for Logistics

6 Ways to Scale Faster with a CRM for Logistics

5 Key CRM Reports for Logistics Business

5 Key CRM Reports for Logistics Business

 

 

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