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Operating system: Windows, Android, macOS
Group of programs: Business automation

Software USU

CRM systems in logistics

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CRM systems in logistics by the USU Software performs several useful functions for both parties, including the transport logistics itself and the customers of the transport company. A CRM system makes it possible to plan work with each client, drawing up an appropriate plan with a list of activities, where the general preferences of the client and his current needs are considered. Transport logistics involves the creation of the most optimal route for the movement of goods ordered by customers, meeting the minimum time and cost. The priority between these two factors, if it is present, can be indicated by costumer.

Accounting of transport logistics using a CRM system is the best format in accounting for interaction with clients since it solves the wide range of issues on the organization of current work, including the planning process. For example, due to the CRM system, it is possible to save the entire history of relationships with customers and transport service providers, which are also represented in CRM. In the ‘dossier’ of each client there is an indication of the date and time of the operations performed with the topic of the appeal, which allows collecting the entire volume of proposals and works performed in relation to the client in a certain period, and objectively assessing the manager's work - how prompt and effective he was.

Moreover, by the end of the period, based on such information, the CRM system in logistics will generate a report considering the activity of managers and focusing on their actions to attract new customers, process their requests, number of reminders sent to customers about an unfulfilled request, completed orders and received rejections. The same report will be automatically generated by the CRM system in transport logistics for each client, which will allow us to analyse his activity and ability to make orders, and not only send requests to calculate their cost. Thus, according to the reports, it is possible to quickly assess the performance of personnel, whose responsibilities include the timely refreshment of information in the system after each performed action with respect to customers.

To maintain this timeliness, CRM automatically determines the volume of actions performed by each employee at the end of a certain period. The USU Software independently calculates piecework wages, considering other parameters such as the terms of the employment contract and rates. However, the determining factor is the amount of work registered in the CRM system in logistics. If some amount of work was done, but CRM was not accepted for accounting, the reward will not be charged. This quality of CRM motivates personnel to be active in the automated accounting system, which only benefits the transport logistics company since it receives a detailed report on the state of current processes at the time of the request.

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In addition, the CRM system in logistics prompts contracts with counterparties, which are expiring in terms of validity, so they can be formed or prolonged automatically since the automation program independently generates all documents about logistics, including financial document flow, applications of goods transportation, reports on their delivery and others. The company receives all the current documentation in a ready-made form for accounting.

A CRM system in logistics can be actively involved in promoting the services of an enterprise. In organizing information and advertising mailings to counterparties on relevant occasions. To promptly inform about the route and delivery of goods, advertising texts can be sent via e-mail, SMS, Viber, or even voice messages, when CRM independently dials the subscriber's number and reads the specified announcement. At the same time, the program considers only those subscribers who have given their consent to receive this kind of information. A mark about this is present in the CRM system against each client. The list of subscribers forms automatically, considering the parameters that were set by the manager when choosing the target group that will receive this message. In the CRM system for transport logistics, a set of texts with different content is formed in order to provide information on various occasions and speed up the process of forming a mailing list.

By the end of the reporting period, the CRM system prepares a marketing report on the quality of feedback with counterparties after the use of advertising tools, where it evaluates their effectiveness, considering the profit received from each tool - the difference between costs and income from new arrivals that were provided by this information source and noted by counterparty during registration.

The formation of any documents is automatic, using their own information and with the choice of a form corresponding to the purpose from a set of templates.

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When starting the program, you can select the language.

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Users have personal logins and passwords to enter the program, which share the rights to access service information within the scope of competence and authority. Each of them has its own information space, separate electronic forms that are inaccessible to colleagues, but open to management for control. The management checks the completed work according to the plan and adds new volumes, controlling the timing and quality of execution according to the manager's reporting forms.

The program contains the price lists of the company for the provision of services. Each customer may have his own price list, according to the terms of the agreement concluded between the parties. When calculating the cost of an order, the automation program differentiates the price lists using the one that is attached to the customer's ‘dossier’, if there is no ‘main’ mark.

At the end of the period, reports are automatically generated with an analysis of the company's activities and an assessment of the factors influencing it, which improves the quality of management of the entire enterprise.

The personnel assessment report allows you to identify the most effective and unproductive employees, compare their work by different indicators, and track the activity over several periods.

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CRM systems in logistics