With over 75,000 customers worldwide in various types of businesses and industries, SalesManager Software (www.salesmanager.com) announced it has developed SalesManager for Transport, a customized customer relationship management (CRM) solution for the transportation industry. The solution was developed in close cooperation with Bas HQ, a leading logistic service provider in the Netherlands and is now available in the United States through the company’s new office in Fort Worth, Texas.
One of the most labor intensive activities at Bas HQ has always been generating quotations for their customers, says Jan de Ruiter, IT manager for Bas HQ.
“Like all transport companies, we are continually being approached for quotes for different loads to a vast series of locations. We traditionally accomplished this using an array of spreadsheets with destination and distance tables, combined with the various load factors to arrive at the right price.”
Compiling a quote for 20 destinations in Southern Europe for various ranges of weights or volumes could take anything up to 2 days, Ruiter says. “Of course, the customer always found it too expensive, so you had to do it 2-3 times before you finally got the deal.”
SalesManager for Transport enables integration of all the relevant transport information into one CRM solution, the company says. The solution addresses many transportation processes in one application, including quotations, orders, contract management, complaints handling, activities, central calendar and document management.
SalesManager for Transport’s Quotation / Proposal module includes:
· Single pick-up and delivery quotes
· Quotes with pricing agreement for multiple destinations
· Display pricing agreements with min/max prices
· Indexing of current pricing agreements
· Recalculation of discreet parts of a pricing agreements while locking the rest to
prevent unwanted and undesirable changes
· Mail merge quotes to Word
· Export pricing agreements to Excel
SalesManager for Transport allows personnel to easily calculate prices and send them directly to customers, either by mail, fax or letter. The quotes are saved automatically and enable an organization to have a clear and permanent overview of all of their clients’ quotes, the company says.
