Logistics system

A convenient CRM helps to gather clients and carriers together in a single database. A separate card is created here for each person or company, containing the interaction history, documents and notes with important information. The system allows you to assign tasks and roles to each employee.It displays the current statuses of all orders, and also allows you to track the delivery of goods at each stage.

The CRM system is like an assistant for every manager of a logistics company, because it deals with the part of daily work related to processing and data organization. All requests received from different communication channels are stored in a single place, and therefore always at hand. Each manager can quickly find the right clients and view information about them. This helps to deal with several requests at the same time or to react quickly if there is an urgent situation.

An online space allows all participants of the logistics process to work harmoniously and helps to reduce the number of mistakes in work. Managers can exchange documents and control transportation at all stages — from the very beginning to the point of delivery. They can maintain contact with the drivers and report to the client about the location of the cargo. In case of unforeseen situations, quickly change the traffic schedule, routes and notify all parties about these changes.

Tasks are an important tool that helps employees of a logistics company to organize work processes. Thanks to them, it is possible to coordinate transportation from the starting point to the destination, because the dispatcher can create a task for the driver specifying the route, time and type of cargo and monitor its completion. Tasks can be used to control the remains of goods.

For example, a warehouse worker can have a task for receiving, placing or delivering cargo, as well as maintaining up-to-date information about the availability of goods in the warehouse. Tasks help to organize work processes and avoid mistakes.

The use of chats helps employees of logistics companies to quickly exchange information and be aware of important updates. For example, drivers can report road delays or route changes. This helps their colleagues to be aware of the situation and react in time to warn the client and avoid misunderstandings.

In chats, you can discuss urgent situations and suggest possible ways to solve the problem as well as instantly exchange documents or photos. For example, drivers can send scanned copies of documents or photos of cargo for verification. This simplifies the exchange of information and ensures constant access to important data.

How to find out the effectiveness and productivity of each employee? With the help of the CRM system, the work of the logistics department is always at hand. By analyzing data and history of orders, records and phone calls, you can find out everything about managers, loaders and truck drivers. Thanks to tasks, you can evaluate the results of completed orders, decide on how honest a particular employee is, and find out at which stages the most mistakes are made.

If CRM helps to measure the effectiveness of employees, then the CRM system also helps to analyze the effectiveness of ways to attract clients. By connecting detailed analytics, thanks to open API, you can collect a wide variety of data, analyze predefined sales funnels and track the channels with the highest lead engagement. It also enables to come up with strategies and adjust the budget of future advertising campaigns based on a detailed analysis of the previous ones.