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Background
Sanatel Consulting
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Solutions:
Бизнес аналитика Pentaho Terrasoft Коммуникационные решения Webitel Сервис тестирования персонала eTest.kz Европейский банк реконструкции и развития (ЕБРР)
 

CRM solutions / Logistics

Bpmonline logistics solution is developed based on the experience of implementing CRM in transport and logistics companies, and contains all the necessary functions for a successful operation.

  • Automation of order management and transportation.
  • Single database of customers and carriers.
  • Management of all business processes of the company.
  • Showing traffic in real time.
  • Creating a route from templates.
  • Analysis of each section of the CRM system.

In addition to special logistics functions, the system combines all the necessary tools for the progress of business from bpmonline sales solution.

  • Marketing: segmentation, lead management, requirements and scoring.
  • Omni-channel communications: e-mail, sms, web-to-lead-form, social networks.
  • Sales: management of orders and invoices, products and services, supply management, contract management, workflow management, project management, mobile sales.

 


Contractors and Contacts

  • Consolidation into a single system of all customer information.
  • Storing the history of cooperation, data on the requests and demands of clients and related documentation.
  • Customer segmentation by various characteristics: turnover, order frequency, location, industry, and other criteria.
  • Planning meetings and registration of calls in the system in relation to the contact.
  • Assessment of the reliability of the contractor.
  • Supplier selection based on various conditions and statistics.
  • Manage offers from partners for the services provided.
  • Accounting settlement.

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Inquiries

  • History and creation of inquiries with information about services interesting to the customer: transport, loading/unloading, cargo packing.
  • Processing of inquiries for transportation, freight forwarding.
  • Selection of contractors for the provision of services related to transportation.
  • Provisional miscalculation of transportation costs.
  • Statistical information on the number of inquiries that go into real requests.
  • Ability to load queries from external sources.
  • Segmentation of inquiries by type and condition: new, in calculation, canceled, etc.

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Requests

  • Documentation of the requests and transport planning.
  • Fixation of detailed itinerary.
  • Calculation of planned and actual margins.
  • Establishment of dead limit for the execution of order.
  • Formation of the description of the goods from Inquiries module.
  • Display the status of the request performance in real time.
  • Fixing payment status of the request.

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Routes

  • Create a route from multiple requests.
  • Fixing transshipment points with the ability to streamline workflow, operative editing of the route with an amendment to the schedule of cargo arrival in all subsequent points of the route.
  • Step-by-step fixing of the carriage performance.
  • Showing the route on a map and interactive display of transportation status.

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Activity

  • Management of own and employees’ working time, organization of a productive working day.
  • Schedules and reporting forms, analysis of business processes.

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Sales

  • Acquisition of new carriers and customers.
  • Monitoring of sales plan.
  • Implementation of cross-selling.
  • Storage of accompanying information and tracking competitor activity.

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Documentation

  • Single database of documents, registration of documents in the system with reference to the customer, contract and order.
  • Formation of templates and auto-complete with data previously listed in the system.
  • History of workflow, registration of all the activities.

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Operations

  • Income/outcome of funds.
  • History of all cash transactions.

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Services

  • Automatic operation with a package of services.
  • Registration of additional services provided to the customer in the implementation of basic service, such as unloading\loading of cargo, storage, documentation, insurance.
  • Formation of multiple services into a single set, which simplifies the process of carriage planning.

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