Shipping containers across the globe, transporting vast numbers of pallets overland and moving urgent cargo on planes – logistics is a fiercely competitive market. If you want to survive, you need to efficiently manage your sales. And above all, it is important to maintain communications with existing customers and add new one as well. In many cases, however, companies do not have an efficient customer relationship management (CRM) system. And even if they have one, it is often only used to look up information on customers or write a visit report.
However, not having an innovative CRM platform can reduce the net effectiveness of your sales activities. For example, a lot of data is redundant, meaning there are multiple copies of it stored at different locations. Along with that, customer data could also be out of date if the CRM system does not provide the latest features. In addition, it is difficult to get a full overview of sales activities and performance if there is no sales overview available to staff. Employees also do not receive proactive notifications, such as a reminder that something has been put on hold, a reminder to contact a customer again or a reminder of pending tasks (such as following up on sales opportunity, for instance).