Capture and qualify leads from different sources (online channels, referrals, trade shows) and segment them by type (retail, bulk, contract logistics) or industry.

Segment customers based on their logistics needs—such as warehousing, freight forwarding, or last-mile delivery—and create detailed profiles for targeted outreach.

Manage key accounts, such as major shippers or third-party logistics partners, through a unified view that includes engagement history, shipment volume, and specific needs.

Automate freight booking workflows, enabling customers to book shipments, select transport modes (air, sea, road, rail), and track schedules.

Provide real-time tracking of shipments through CRM, integrating data from GPS, RFID, and partner systems, ensuring visibility across the entire journey.

Create a self-service portal where customers can place orders, track shipments, view expected delivery times, and access historical data, increasing efficiency and transparency.

Automate the process of generating shipping quotations, factoring in aspects like weight, distance, mode of transport, and fuel costs.

Track and manage contracts for key customers, including negotiated rates, delivery agreements, and renewal schedules.

Implement performance-based pricing mechanisms, adjusting rates based on metrics like on-time delivery, volume commitments, and fuel price fluctuations.

Use CRM-integrated routing algorithms to identify optimal delivery routes, considering factors like traffic conditions, delivery time windows, and fuel efficiency.

Automate vehicle and driver scheduling, assigning loads based on factors such as availability, load type, and delivery location.

Track key fleet metrics like fuel efficiency, vehicle utilization, and maintenance schedules, ensuring optimal fleet performance and adherence to delivery SLAs.

Manage customer inquiries and service requests across channels, including call centers, email, chat, and portals, integrating all interactions into CRM for a holistic view.

Automate issue escalation workflows, ensuring quick resolution of problems such as damaged goods, late deliveries, or incorrect invoicing.

Use metrics like first response time, resolution time, and satisfaction surveys to measure customer service quality and identify areas for improvement.

Track inventory levels at each warehouse, automate stock alerts, and manage movement between locations, integrating with CRM to optimize stock allocation.

Automate cross-docking processes to minimize warehousing costs and optimize transport routes, reducing idle times and enabling just-in-time deliveries.

Manage last-mile delivery workflows, integrating CRM data to improve delivery accuracy, optimize driver allocation, and reduce time windows.

Integrate CRM with third-party logistics partners to streamline communication, track performance, and ensure adherence to service agreements.

Track vendor performance metrics, such as on-time pickup, delivery success rate, and compliance with safety standards, to ensure service quality.

Use CRM to facilitate collaboration between vendors, 3PLs, and shippers for shared transportation and warehousing resources, reducing overall costs and improving network efficiency.

Track and manage compliance documentation for import and export operations, ensuring adherence to customs regulations and minimizing delays.

Maintain driver compliance records, including Commercial Driver’s License (CDL) status, Hours of Service (HOS) tracking, and CSA (Compliance, Safety, Accountability) scores.

Automate the generation of compliance reports, such as ELD (Electronic Logging Device) data and transportation safety assessments, ensuring timely submissions to regulatory authorities.

Use CRM data to conduct cost analysis for different routes, including fuel consumption, toll charges, and overheads, identifying areas for cost reduction.

Track metrics such as gross profit per shipment, average shipment size, and customer lifetime value (CLV) to assess the profitability of different accounts.

Analyze metrics such as on-time delivery rate, load acceptance rate, and claims ratio to evaluate carrier performance and make data-driven improvements.

Create targeted marketing campaigns based on customer industry verticals, such as retail, automotive, or pharmaceutical, promoting tailored logistics solutions.

Identify opportunities to upsell additional services, such as expedited delivery or specialized warehousing, based on customer shipment history and industry needs.

Track potential deals with shippers or manufacturers, from initial inquiry to contract signing, ensuring alignment with revenue goals and sales forecasts.

Track and manage freight rates for different routes, shipment types, and contract durations, ensuring timely updates based on market conditions and partner agreements.

Automate invoicing workflows, reducing manual errors and ensuring accuracy based on agreed contracts, rates, and shipment specifics.

Manage disputes related to invoicing discrepancies, claims for damaged goods, or service failures, tracking resolution status within CRM.

Automate post-delivery surveys to gather feedback from customers on the quality of transportation, communication, and delivery timeliness.

Use sentiment analysis on customer feedback to gain insights into overall satisfaction levels and identify potential service improvement areas.

Track NPS to determine customer loyalty, using results to adjust customer service approaches and build stronger relationships.

Set up automated alerts for disruptions such as weather conditions, strikes, or road closures, proactively communicating with customers and re-routing shipments as needed.

Manage alternative route planning during disruptions, using CRM-integrated routing tools to minimize the impact on delivery schedules.

Maintain records of actions taken to assist customers during disruptions, tracking responses, and evaluating effectiveness.

Provide customers with visibility into inventory status across warehouses, ports, and transit, integrating CRM with Warehouse Management Systems (WMS) for a unified view.

Use CRM data, combined with customer sales data, to forecast demand and optimize inventory placement, reducing storage costs and improving service levels.

Track metrics like inventory turnover, days sales of inventory (DSI), and stockouts, optimizing storage and minimizing warehousing costs.

Integrate CRM with TMS to enable seamless data flow for route planning, scheduling, and real-time tracking.

Connect with carrier systems for booking and tracking, ensuring real-time visibility into shipment statuses and proactive communication with customers.

Use EDI to automate document exchange with partners, including shipment notifications, invoices, and customs declarations.

Track emissions data and provide customers with reports on their shipments' carbon footprint, promoting environmentally sustainable logistics practices.

Implement routing algorithms that minimize emissions, considering fuel-efficient routes, reduced idling, and optimized loads.

Generate reports on sustainability metrics, such as fuel consumption and emissions reductions, demonstrating commitment to green logistics practices.