CRM systems in logistics

CRM systems in logistics

Universal CRM systems in logistics perform various functions to ensure automated actions of the transport company, helping not only employees, but also clients. By means of specialized CRM programs, it is possible to plan activities with providing clients with service with the formation of appropriate plans and documentation. By introducing automated development into business processes, the ability to analyze data on preferences and current needs of clients increases, comparing the most liquid routes and types of services. Due to rational tracking and analysis, it is possible to create the most optimal routes with minimal time and money costs.

The basis for implementing work processes by software is the execution of priority tasks, allowing employees to reduce the workload with optimization of working hours. Programs are currently being implemented everywhere in companies of various fields of activity, helping to cope with daily tasks quickly and efficiently, expanding the business, increasing the customer base and improving the quality of work. To select a specialized program, you should monitor the market, compare all the pros and cons, analyze the availability of pricing policy and functionality. To select an application based on your own preferences, you should analyze your own business, identify shortcomings, consult with specialists and read user reviews in order to avoid additional costs.

CRM system logistics

The universal logistics CRM system is the best format for accounting when interacting with contractors, solving various tasks of a transport organization for current work, including planning processes. In a single information development, it is possible to maintain a history of relationships with contractors and provided transport services presented in the database. By contacting the developers of the Universal Accounting System company, you will receive unlimited opportunities with free two-hour free service support. The software does not have a subscription fee, which also saves the company's money. It is also worth noting that the functionality is wide, individually selected by each user.

The licensed version is configured for each work device. To provide users with the opportunity to move freely and carry out work activities not only in offices, on the territory of the logistics company, but also from home, the use of stationary computers, smartphones, tablets is monitored. All work devices will be locally connected for interaction, information transfer of data. Thus, the processes will be simplified, information will be promptly submitted for the implementation of work processes efficiently and quickly. To log in to the system, each user will be registered under individual scientific data, displaying the level of access and authority. Each employee will be assigned an account protected by a login and password. Login to the system is carried out from a shortcut on the desktop. The design of the working panel, languages are selected individually.

Srm logistics

Automated CRM logistics provides the ability to maintain a separate database for counterparties, with displayed contact information, date and time of requests, meetings and consultations, complaints, signed agreements with attached scans of documents, the size of discounts, settlements, etc. When customers contact you again, there is no need to enter personal information with details, it is enough to issue applications for cargo transportation with a choice and counterparties from the CRM database. The program will also automatically calculate the cost, taking into account the price list for cargo volumes, routes, even taking into account the size of the discount for regular customers. All calculations will be reproduced by an electronic calculator, simplifying work processes for employees. Given the ultra-modern functional solutions, it is possible to issue applications for logistics in an online form. Thus, customers can independently select the necessary services, submit an application with payments, track the status of work. Not a single application will be lost, given the sequential execution of requests. Based on the displayed data, the manager can evaluate the work of employees, taking into account the timely provision of consultations and settlements. The application also allows you to analyze the actions of employees to attract new clients, the speed of processing requests and accrual, interactions when sending out information messages, and also compare unfulfilled requests or refusals.

CRM in logistics

Development of CRM in logistics provides the ability to comfortably perform work tasks by each user. For example, to work in a beautiful interface, various themes for the desktop screensaver are viewed, from foreign languages for subsequent use when interacting with foreign-language counterparties. Templates for working with documentation will also be used in accordance with the company's regulations. A report will be generated for each employee, displaying daily processes, quality and speed, on the basis of which a monthly salary will be calculated. Thus, neither employees nor management will have questions. To provide employees with time, effort, and the implementation of more important tasks, automatic filling of tables, journals, statements, reports, etc. is provided. By importing data, errors and falsifications of information are excluded. With the help of a specialized contextual search engine serving as an operational assistant for displaying information on request, when entering an electronic request in a window with an output within a few minutes. The information will be securely stored in the information space, in limited volumes, supported formats, for an unlimited period of time.

Logistics system

The logistics system provides the ability to quickly perform calculations, plan cargo transportation, without downtime. The application provides market monitoring, offering the most favorable conditions for customers. Considering the fact that due to demand and expansion of the customer base, income increases, it is also envisaged to use additional solutions to attract and retain. For example, the software allows you to automate the process of sending out information messages to provide potential customers with information about special offers, discounts, bonus points, opening of new routes, etc. Also, to maintain increased loyalty, it is envisaged to congratulate customers when sending greeting cards on birthdays and holidays. Sending messages is provided both individually and in bulk form, by voice and text messages to mobile cellular communications, e-mail. The application also provides for the use of automatic telephone exchange telephony, providing employees of the transport company with up-to-date information on customers seeking advice. By means of this function, it is envisaged to read the contact phone number, before answering the call, it displays detailed information on applications, deliveries, settlements and other information on the monitor screen. When answering a call, it is possible to address the client by name, with detailed information, saving time and again increasing loyalty.

CRM system in logistics

Universal CRM system in logistics contributes to competent business development taking into account the use of interaction with additional equipment, sites, applications. The software of the universal CRM system, due to its multifunctionality, built-in functional solutions, provides competent financial and warehouse accounting. Organization of automatic control allows you to receive all documents and reports in a ready-made form for accounting. There is no longer a need to waste time switching from one system to another, to repeatedly perform the same operations, given the possibility of synchronizing the software with 1C accounting. Given the support of various file formats, the availability of a range of templates, it is possible to quickly create the necessary documents, acts, invoices, accompanying documentation and waybills for drivers. In the application, it is quite easy to display all the information on agreements with agents, maintaining the terms of contracts, conditions. The application will automatically generate and renew agreements, reminding employees about communication with counterparties. In the application, it is quite easy to create reports and generate graphs, analyze data on the timeliness of work.

CRM logistics

Multifunctional CRM logistics program, interacting with the site, social networks, allows you to expand cargo transportation by attracting new customers. Using a modern program, you can actively participate in the promotion of the services of the transport company. Advertising posts will be provided to potential customers, informing about advantageous offers taking into account the automatic registration of applications for transportation. On the company's website, customers can register in their personal account, seeing the status of applications, processing, settlements, attaching a payment card. Given the presence of a built-in route map, it is possible not only to indicate points for drivers, calculating the total time and cost of delivery, but also to provide data to customers so that they, in turn, can see the location of the goods. At the end of a certain reporting period, the application will generate a marketing report for management on the quality of interaction with counterparties, using advertising tools. Thus, management will be able to evaluate the effectiveness of invested funds taking into account profits. The manager can manage an unlimited network of offices and warehouses, remotely regulating business processes. Thus, the acceptance, movement, sorting, and dispatch of goods will always be under control, using video surveillance, as well as reflecting the details of the data in the reporting documentation.

Logistics CRM system

The logistics CRM system helps to determine the most effective and liquid routes, vehicles for tracking, with the recording of general indicators for periods. Given the unlimited possibilities, integration with high-tech warehouse equipment for scanning barcodes of goods is also provided, when displaying information by a data collection terminal. Also, using high-tech equipment, it is easy and simple to quickly carry out inventory. The USU application for logistics companies provides for the use of various types of storage, displaying all cargo in the places assigned to them. Thus, using numbers, it is possible to quickly navigate their storage location, spending a minimum of time. With the help of an automatically generated act according to the conditional terms of planned tasks, financial acts and reports, you can compare the largest expenses, exceptions, income for any reporting period. Also, the software will inform about funds in a bank account, cash in each cash desk, displaying the turnover of funds at each point when sorting payments.

Logistics systems

Logistics systems today provide not only planning, transportation of goods, but also the ability to quickly conduct mutual settlements. Considering the ability to synchronize the application with banking services, prompt repayment of debt for the provided transport services, transferring funds in any world currency. Thus, the acceptance of any monetary currency is conditioned by the conversion of funds at the current time, according to the terms and exchange rate of the bank. Further, it is envisaged to indicate additional payment, for example, for cargo escort. Due to the built-in task planner, it is possible to automate the launch of a number of different tasks according to schedules, including backup, information mailing, phone calls, etc.

Automation of a number of tasks allows to exclude loss or leakage of information data in case of failures in the operation of the main computers, delays in the terms of execution of certain works. The software provides logistics for the transport company, during transportation by rail, land, air and water transportation. It is possible to specify transit cities or transition stations for rail freight transportation. To place an order, a unique form can be generated, for example, for automobile transportation, taking into account the display for rail or air transportation. All applications are automatically included in the list for cargo collection, when the order arrives at the dispatch warehouse, a certain format of labels will be printed for each place. After the cargo is delivered to the destination, the order can be moved automatically with the formation of applications.

Modern logistics systems

Modern logistics systems facilitate the rapid processing of large volumes of applications. By classifying and filtering applications, it is possible to quickly form shipments of goods along single routes. For convenience, it is possible to change the color scheme of applications in the program, displaying the status of readiness. It is now possible to form a plan for loading and unloading operations for applications. In the application, it is possible to fill in the necessary information for a new shipment, indicating the names of the carrier of the vehicle, the driver and the specified routes, the vehicle. The driver with the vehicle is selected from a single directory. If you cooperate with regular carriers on an ongoing basis or transport cargo using your own types of vehicles, then the value is quickly selected from the existing one.

Accompanying documentation is easily printed on papers with display of applications, providing for the total weight and volumes. Here you can easily record with the carrier, mark the amount to be paid and the payment already made upon receipt. For each application, it is possible to control all the documentation on transportation with copies, marking the originals and scans on the movement of goods. The name of the composition will be automatically entered at the location of the counterparties, while providing SMS notifications for each transportation. It is also possible to see the status by time, when the car was loaded, left, arrived at the destination and when it was unloaded. In multimodal cargo transportation, it is possible to use the same applications for arrival at an intermediate point, reload and quickly copy with one click, adding to another transportation on a different route. Expenses and settlements for both transportations will be displayed in the financial report.

Information logistics systems

Information logistics systems provide high-quality management and maintenance of financial and warehouse accounting, route planning for the implementation of cargo transportation in various ways. Minimizing costs, including profits due to the expansion of the customer base, prompt delivery of goods to any point on the globe, monitoring the status and quality of the tasks, is carried out automatically, due to multifunctional and modern solutions. So that you can evaluate the capabilities not in words, but in practice, we recommend downloading a free trial version, which fully displays the licensed program, with a limited validity period. Upon expiration of the trial period, the accumulated information will be automatically saved for further use. You can address your questions about the software to the specialists of the USU company. It is even possible to pre-analyze and select modules with tools that suit your business. If the necessary types are not available, you will be provided with additional individually formed modules by agreeing with specialists.