Logistics · Industry Solution
CRM for Logistics
In logistics, real-time visibility of warehouse, shipment and distribution requires functions to track every pallet and delivery from goods receipt to handover. Bring all of your customer relationships onto one platform. With opportunity and quote management, interaction tracking, email integration and mobile access, you run the sales process around each customer and keep meeting and quote records in one place.
Logistics context
Why CRM works differently in Logistics
In Logistics, logistics and distribution operations center on sector-specific concepts such as addressed warehouse, shipment planning, route and distribution. In logistics, real-time visibility of warehouse, shipment and distribution requires functions to track every pallet and delivery from goods receipt to handover.
Qera ERP's CRM module is set up around how the logistics sector works: Gathers customer shipment history and requests in one place to raise service quality.
- When addressing and shelf management are inadequate, picking times grow and incorrect shipments increase.
- When shipment planning is done by hand, vehicle and route capacity is used inefficiently.
- When order, warehouse and transport data are disconnected, you can't see where a shipment is in real time.
Capabilities
How Qera CRM works in Logistics
The core capabilities of the CRM module, described for the shipment, pallet and delivery needs of the logistics sector.
Opportunity and quote management
Manage sales opportunities step by step on an opportunity card; track quotes live with statuses such as 'Drafting', 'Sent', 'Awaiting Approval' and 'Accepted/Rejected'.
Digital approval mechanisms
Route quotes automatically to the right managers; shorten approval time by ending paper-based processes.
Interaction management
Record phone, email, in-person meeting and social media interactions as different activity types; reach customer history instantly.
Meeting minutes
Enter meeting decisions, assigned tasks and action items directly into the CRM, so everyone works from the same record.
Outlook and email integration
Email correspondence is saved automatically to the relevant customer or opportunity card; the full communication history becomes accessible from one place.
Mobile app support
Field teams reach all CRM data from a mobile device; they create new activities, take notes and send quotes for approval.
Outcomes
What it delivers for your Logistics business
What you see in logistics operations once it is set up properly.
- All customer meetings and correspondence are collected in one database.
- Everyone can see which stage a quote is at; approvals run digitally, so the sales cycle shortens.
- Manual data entry decreases, so the sales team has more time for customers.
- The field team reaches up-to-date customer data from a phone.
Explore further
Related pages
Full details of the CRM module, the Logistics sector page and other Logistics solutions.
Let's plan CRM for Logistics together
Get in touch for a demo tailored to the specific needs of the Logistics sector.