CRM for logistics and transport companies

The logistics business – is one of the most complex in terms of organization. CRM systems can simplify most routine tasks, reduce the possibility of error on the human factor. In our article, we will tell the peculiarities of using this tool in the logistics business.

Logistics is a vivid example of such types of business where a clear structure of work, planning, and interaction of all participants is extremely important. In today’s competitive environment, the owner’s primary task is to optimize all work processes within the business. A CRM system can help with this task.

Today, it is difficult to imagine a transportation company that would manually calculate all the details of sending valuable goods. This approach will quickly destroy the company, because working with large amounts of information requires different models. CRM for logistics is designed to solve these issues.

The system is a set of tools whose functions are:

1. Automation, full control of the workflow. The software monitors the entire chain of interaction between the company and the client. As a result, the owner receives a detailed report on the efficiency of logistics departments.
2. Collection of clients information and its structuring. The era of tables and separate notes for each client is a thing of the past. The modern approach is based on the principle of “all data in one storage”. A CRM system for a transportation company makes it possible to quickly operate with the necessary data and know about the client at the moment of his/her contact with logistics.
3. Increase the response speed for clients’ requests. Even a whole team of managers will not be able to effectively manage a dozen orders at the same time. CRM – is a program that is not subject to human factors. This increases the speed of customer service.
4. Control of logistics operations. Fleet of vehicles, its location, delivery tracking - all these functions are available in CRM.

A valuable feature of the software is the built-in analytics tools. Automatic data collection can be used for further analysis of the company’s work, search for strategies and potential problems. The effectiveness of audience engagement is revealed by communication channels. Based on the information, a sales funnel is formed, which is the main assistant in evaluating the work of the company.

Common CRMs on the market are the following systems:

• Mobidel CRM: system with advanced features for the transportation segment, supports real-time tracking of vehicles and couriers;
• Ortec: logistics CRM, designed for route planning, transport monitoring and company analytics;
• ERPICO TAXI: CRM for a transportation company focused on passenger transportation;
• BPM’ONLINE SALES: wide functionality, connection of third-party applications via API.

An out of the box CRM program provides the owner with a universal set of tools. If the client plans to further develop the transportation business, select a company model (for example, 3pl vs 4pl), he/she may need a personal management system. This is a specialized tool aimed exactly at a specific company.

The functionality of different CRMs varies greatly. However, the main interaction between staff and software is based on several points:

• access to a single client base;
• order management
• analytics of transport routes – an option for companies of the 3pl level and above;
• structuring of internal information and reports formation.

CRM is managed through the company’s servers, terminals of logistics centers and mobile devices. In order to communicate with branches and control transport on the road, an internal corporate network is created.

A personal CRM for logistics and transport is a powerful tool for optimizing a company. Skylex company offers software development services of various scales. 

Our solutions allow the customer to:

• customize CRM to the needs of the company;
• get the necessary functionality for their logistics;
• personalize each software element in a way that is convenient for the company.

To find out how much CRM development costs is possible after our specialists get acquainted with the project and receive details from a customer.