Logistics Software: How to Make Maximal Use of CRM

CRM as a business management system allows not only to build strong relationships with customers, but also to automate the administrative business processes and routine operations of the company.

The potential for creating a business management system that can function effectively in a rapidly changing business environment can be provided by processes supported by appropriate information technologies.

These or other CRM-systems are now implemented in many companies. Some continue to use Excel, some use other software solutions. The need for automation is natural, because the base of customers is growing; there is a need to systematize the work of managers, to improve work with clients.

By introducing logistics software as a business management system, companies face many problems and obstacles, primarily due to a lack of understanding by employees of the need to break old foundations and unwillingness to switch to a new CRM. All records, as before, are duplicated in Excel, ineffective attraction channels are simply not used, and work with new leads is made with inexcusable delays. As a result, the CRM-system becomes a regular database, a notebook with customer contacts, reminders and, at best, indicators of sales volumes.

How to overcome the resistance of employees in the transition to the CRM-system and how to use its advantages to the maximum?

Logistics Software with User-friendly Interface

As a rule, the main weapon of managers against managers-deviators from working in CRM is a system of fines and other sanctions. But such strict administrative measures do not improve the situation – managers continue to keep records in the usual way, simply duplicating data in the system and spending twice as much time on it. In addition, the quality of data in CRM suffers, and this data is the basis for the work of the whole company. The solution can be the choice of logistics software, the interface of which will be simple and understandable to the manager, where it will be convenient to keep a record of customers and transactions, monitor sales figures and generate reports in a matter of minutes.

Analyze Channels for Attracting Leads

Webinars are able to generate a large number of potential customers, many of which as a result will turn into real consumers of goods and services of the company. Meanwhile, the leads, which were received after the conferences or exhibitions, give almost zero conversion. In the CRM-system, it is easy to track which channel the lead has come from and to cut off inefficient channels.

Handle Treatment Quickly and Without Loss

With a probability of 95%, the interest processed within the first 5 minutes will turn into a deal. A typical situation: a new lead “hangs” for several hours, waiting for its turn. As a result, the manager accumulates a huge list of unprocessed leads, customers are nervous and go to the competitors that are more attentive to their interests. With the CRM-system this situation is excluded. The queue is automatically distributed among the free managers, ensuring prompt processing of requests.

 Analyze Sales

One of the main tasks that is to solve the logistics crm software is sales analysis. At the same time, only a few use the analytical capabilities of the system. This is due to the complexity of reporting in many CRM-solutions: to compile a report requires the involvement of additional resources – at least an analyst and a programmer.