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Group of programs: Business automation
CRM for delivery service
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Who is the developer?
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CRM for delivery service is considered the best tool for interaction with customers in the software "Universal Accounting System", which automates internal processes in the delivery service, thereby reducing labor costs for registration and delivery itself. And the service, in turn, gets customers who are satisfied with the delivery and therefore loyal to it. The CRM system for the delivery service is a convenient format for storing data on each client, his orders, needs and preferences, and also provides its own services to increase customer activity, attract new delivery orders.
By the way, the CRM system for the delivery service carries out daily monitoring of customers by the latest dates of contacts and makes a list of those who should be contacted first of all - send a reminder of the planned delivery, offer other, more attractive delivery conditions or inform about new services of the service. The list is distributed among service employees and its implementation is automatically monitored by the CRM system - if the contact did not happen, since the CRM system did not receive information about the result, which must be posted by the employee without fail after the performed action, the CRM system will remind the manager of the failed task. Regularity of contacts improves the quality of interaction and leads to a large volume of sales in the delivery service.
The CRM system is also convenient in that it allows you to draw up a work plan for each client, taking into account his requests and monitors its execution also in automatic mode, and at the end of the reporting period, it prepares a report on each manager separately, showing the difference between the planned cases and the ones actually completed. This report makes it possible to objectively evaluate the effectiveness of each employee separately and the delivery service as a whole. In the same work plan drawn up in the CRM system, the management can add their tasks and control the execution of work, their timing and quality.
In addition, the CRM system performs many other useful functions. For example, when organizing an SMS delivery service, which is intended to maintain effective communications with customers, it is enough to specify the parameters of the target audience for sending messages, taking into account the content of the advertising and / or news occasion, and the CRM system will independently compile a list of subscribers falling under these parameters, and also will independently send them messages, however, taking into account whether there is a mark in their profile about consent to receive such mailings. Such a mark must be present in the CRM system in order to take into account the wishes of its customers and preserve their interests. The texts of mailings are saved in the personal file of each subscriber, thereby forming a history of relationships and eliminating duplication of information from the delivery service.
It should be noted that in the CRM system, customers are divided into categories reflecting their general qualities, while the classification is chosen by the delivery service itself, according to its preferences, the classifier is attached to the CRM system in the format of a separate catalog. This division allows the delivery service to organize work with target groups, which immediately increases the scale of interaction and saves staff time, because the same offer, taking into account the properties of the group, can be sent not to one client, but to all customers with similar requests at once. It should also be noted that texts of different content are built into the automation program specifically for the advertising and informational reasons of the service, which it may have, which again makes it possible to speed up the process of organizing mailing in CRM, sending messages.
Convenient quality of CRM - attach any documents to customer profiles, which allows you to have at hand a complete archive of interaction from the moment a customer is registered in CRM, which is performed when he first contacts the service. When registering through a special form, personal data is entered, including contacts, and the information from where the client learned about the company itself is specified, which allows us to investigate the effectiveness of the marketing tools that the service uses when promoting its services. More detailed information can be added to the CRM later - as the relationship develops.
The format of the CRM system supports the formats of all other databases operating in the automation program - these are invoices, orders, product line, courier database, etc. separately, according to the selected top line. Detailing is represented by separate tabs, where inside each there is a detailed list of what is related to its content, the transition between the tabs is carried out in one click.
The installation of the program is carried out by the USU employees remotely via the Internet connection, the location of the customer does not matter, but his wishes and requests are priority and are taken into account when setting up the program and electronic forms.
Who is the developer?
2024-04-19
Video of crm for delivery service
Automation of a courier service, including for small businesses, can bring considerable profits by optimizing delivery processes and reducing costs.
With the operational accounting for orders and general accounting in the delivery company, the delivery program will help.
Accounting for delivery using the USU program will allow you to quickly track the fulfillment of orders and optimally build a courier route.
Keep track of the delivery of goods using a professional solution from the USU, which has wide functionality and reporting.
The courier service software allows you to easily cope with a wide range of tasks and process a lot of information on orders.
Full accounting of the courier service without problems and hassle will be provided by software from the USU company with great functionality and many additional features.
Competently executed delivery automation allows you to optimize the work of couriers, saving resources and money.
The delivery program allows you to keep track of the fulfillment of orders, as well as track the overall financial indicators for the whole company.
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The program for the delivery of goods allows you to quickly monitor the execution of orders both within the courier service and in logistics between cities.
The courier program will allow you to optimize delivery routes and save travel time, thereby increasing profits.
If a company requires accounting for delivery services, then the best solution may be software from the USU, which has advanced functionality and broad reporting.
The program is distinguished by a simple interface and easy navigation, which makes it possible to quickly master it for courier service workers who do not have skills and computer experience.
The work of line personnel allows you to receive current information directly from the production areas, making it possible to better monitor the working situation.
To personalize the program on the computer of each user, there are more than 50 interface design options, the employee chooses any one to create a mood.
An employee who has received permission to work in the program is assigned a personal login and password, which form a separate information space for him.
Working in a separate information space requires the employee to be personally responsible for the quality of the information posted and the timeliness of its placement.
Order a crm for delivery service
To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.
How to buy the program?
The program will be installed
If the program is purchased for 1 user, it will take no more than 1 hour
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Also you can order custom software development
If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!
CRM for delivery service
The faster the working information enters the program, the higher the accuracy of the indicators recalculated each time the data is received and reflecting the current state.
Employees work in personal electronic forms designed for different purposes - these are special forms for entering primary data, work journals, reports.
The employee records all the operations performed in the form corresponding to the appointment, on the basis of the volume of work registered in this way, he will be paid a salary.
The program carries out automatic calculations for all operations, orders, cost and gives by the end of the period a list of accruals for personnel, generated taking into account their reporting.
The management carries out regular control over the information of users, checking their information for compliance with the real state of affairs, the quality and timing of their execution.
The program has several automatic functions, thanks to which many procedures are carried out many times faster and do not require the participation of employees in them.
The audit function, which is offered to management to speed up the process of checking user logs, allocates only areas with data updated since the last reconciliation.
The autocomplete function independently generates all company documentation, from the accompanying package to the delivered goods to monthly financial reports.
The import function offers the transfer of large amounts of data from external files into the program in automatic mode, which reduces the time for generating invoices, etc.
The live performance analysis function provides the company with monthly reports assessing all types of work, including both personnel efficiency and route profitability.