Logistics · Industry Solution
CRM for Logistics
In logistics, real-time visibility of warehouse, shipment and distribution requires functions to track every pallet and delivery end to end. Bring all of your customer relationships together on a single dynamic platform. Personalize your sales process and never miss a detail with opportunity and quote management, interaction tracking, email integration and mobile access.
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 end to end.
Qera ERP's CRM module is set up around the reality of logistics: 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, framed 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; keep everyone on the same page.
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
Concrete gains that show up in logistics operations when set up right.
- Strengthen relationship management by collecting all customer interactions in a central database.
- Speed up the sales cycle by making quote and approval processes transparent.
- Let the sales team focus on the customer by reducing manual data entry.
- Keep your field team always connected and up to date with mobile access.
Explore further
Related pages
Full details of the CRM module, the Logistics sector page and other Logistics solutions.
Let's shape CRM for Logistics together
Get in touch for a demo tailored to the specific needs of the Logistics sector.