7 Things To Do Before Buying A Logistics CRM
Here’s a set of things to that will help smoothen your crm experience:
1. Explore vendor options: Whether or not you feel on the fence about the crm vendor you’re looking at buying from, be flexible in considering options of at least 3-5 vendors. Look out for crm systems that could provide you with similar proficiency in terms of features and compatibility. If you feel even the slightest jitters about the vendor’s credibility we suggest you don’t hesitate from choosing an optional crm vendor!
2. Keep all relevant company members posted: Keep everyone abreast with your decision of investing in a crm system. Discuss your company’s need, criteria and the benefits you’re gauging. From the higher managerial to the sales team members, it’ll be better to keep everyone well informed.
3. Get your Hosting option right: This is one of the closest steps before you buy a crm system and hence is a critical one! Being one of the first steps, getting your hosting chosen correctly will be the make or break for your crm.
a. Cloud Hosting – The crm vendor hosts the crm on their server.
b. Server Hosting – The crm software is hosted on your server.
4. Include your employees for crm adoption: Your sales teams need to know these:
a. A crm solution will actually serve as a solution to smoothen their sales activities to give a simplified yet efficient performance.
b. Familiarize and get trained about using the crm.
These will rapidly enhance your crm success!
5. Customize the crm to replicate your sales flow: Mirror your sales flow in the crm, that’ll help you with an easy and user-friendly crm experience. Customizing a crm for your logistics business will give you all the comfort of exercising business processes.
6. Integrate the crm: Like every vehicle has it’s own fitting tyres, an integration plays the same role for your crm. You can’t have a happy crm experience without getting the integrations right! Be sure the crm can and will integrate with all the accounting, ERP and other softwares you use.
7. Find a logical way for measuring your ROI from the CRM: We never buy anything without considering all the possible gains we can get from it! Any good buy will make you satisfied regarding the ROI, all you need is to know how you’ll measure it. So have a plan devised to ensure that your money is on the right horse. Oops, we meant crm. 😉
Resources on CRM for Logistics:
1.Download Buyer’s Guide for Logistics CRM Software
2.Download Checklist for Buying Logistics CRM Software
3.Download Top 13 Features of Logistics CRM Software
4. Download Factsheet on Logistics CRM
5. Download Booklet on Sales Target Management using Logistics CRM
6. Download Infographic on CRM Features & Functionalities
4.Sign up to view Reports in Logistics CRM
5.Hosting, security, compatibility, integration and customization details of Logistics CRM Software
6. Sign up for Software Demo of CRM For Logistics
Do you want an obligation-free consultation on CRM for Logistics Industry?
Contact our Logistics CRM Solution Architect via phone or email – Click here
Chat with our Logistics CRM Solution Architect (Mon-Fri, 10 am-5 pm IST) – Click here
Got these all sorted? If yes, nothing can stop your business from pioneering!
Want to know more about Logistics CRM, head here!
If you need any further guidance, click here for more resources on Logistics CRM.
