Garner improved efficiency & greater ROI with Salesforce CRM for the Logistics industry
In the present digitally-driven era, the key to the survival of businesses is customer satisfaction and experience. And the logistics industry is no exception when it comes to earning brand loyalty through customer satisfaction.
The customers in the present epoch have evolved quite a lot. They want businesses to interact with them in a more personalized manner.
And with Salesforce CRM for logistics and transportation, businesses can personalize their customer relationship in a more elevated manner.
What is Salesforce CRM for the Logistics Industry?
Salesforce is a giant in the realm of CRM solutions with more than 19% of the customer base, which is the highest among all. Salesforce has touched and evolved many industries, and logistics is no exception.
With Salesforce CRM integration services, logistics companies can improvise the journeys of drivers, shippers, and travellers, from the origin to the destination.
The logistic industry is highly dynamic. It requires an efficient supply chain, proper data management, and real-time tracking and control of logistics. And here, Salesforce CRM proves highly recommended solutions that can help you perform all logistic related operations seamlessly.
Win your prospects, build long-term strong relationships, and make profitable deals with your clients with Salesforce integration services in your logistics system.
Top Factors That Make Salesforce CRM Integration Successful With Logistics Business
For a logistics business, fast services and cost optimization are the two most crucial targets that each company wants to achieve. To achieve these two goals, a logistic company has to deal with multiple operations such as agreements, budget approvals, communication, tracking, warehousing, and packaging, to name a few.
To streamline all these processes, there should be collaboration among various teams and departments in a logistic business.
Keep your logistics business up and running by fulfilling these CRM requirements for logistics business:
- Unified customer base
- Document management board
- Convenient UX and UI
- Lead & order management tools
- Easy to learn operation principles
- Availability of devices – anytime, anywhere
Advantages of Salesforce Implementation in Logistics CRM
The logistics industry has become a place where data and analytics have become a crucial part, more than ever. Here comes Salesforce CRM into the picture to keep data at a unified place, process it in a more analytical manner, and use it to empower business growth.
Follow are some of the top benefits of Salesforce CRM integration for logistics business:
Process Automation
Salesforce CRM is known for its power of automation. It has been solving business daily tasks in the most interesting manner. We have discussed above the complex process of logistics business, all those processes get more efficient with the power of automation.
From receiving requests to assigning them to managers, and from order management to deal enclosure, each process of logistics gets automated with the help of Salesforce CRM integration services.
The process of communication between a business and clients gets more effective as Salesforce collects messages of clients from multiple channels and presents them in a unified place.
Improves Sales & Marketing
A logistics business has to keep up with its client requirements. And Salesforce CRM helps them in an effective manner. It is a platform that effectively analyzes complex client requests and sales data.
Following are the top advantages of Salesforce CRM for logistics business in terms of sales and marketing:
- Empowers sales teams and helps them manage requests more efficiently.
- It allows easy analysis of each stage of the sales pipeline.
- The sales team can easily correct customer’s journeys as and when required.
- Identify & choose the most suitable channel to attract more customers.
- It will be easy for a marketing team to send email updates on new offers.
- The marketing team can easily turn inactive customers into active ones.
- Calling prospects is more efficient with integrated telephony.
Superior Data Management
A logistic business has to deal with a large amount of data on a daily basis. Collecting data and managing it is daunting work. But, with Salesforce implementation, the data management process becomes effective & efficient.
With Salesforce CRM solutions, teams in the logistics business don’t have to deal with excel spreadsheets anymore. Maintaining and searching the data in the sheet was not at all convenient. Plus, the process was prone to errors.
On the contrary, Salesforce CRM offers detailed information about each customer in a systematic manner. Through Salesforce CRM, a logistic business can manage the following data:
- Current & completed transactions
- Cargo status
- Payment information
- Offers & discounts information
- Order estimation
- Vehicle details
- Shipping or tracking details
- Customers details
- Details on accepted commercial offers
More Team Collaboration
Businesses that have implemented Salesforce, have experienced an enhanced level of team collaboration. A Salesforce CRM solution makes the data (prospects, leads, customers, etc.) available across various departments in an organization. It will bring transparency and understandability to a company and its team members.
Transparency & collaboration makes the sales and marketing team filled with all the required knowledge that will help them execute their jobs. It will enhance team members’ efficiency and make them more organized.
In case if a member leaves a team and joins another one, the next team member will be able to understand everything and every process with the help of Salesforce CRM integration.
Elevated Customer Services
As mentioned above, customer satisfaction and customer experience play a pivotal role in any business success. Salesforce CRM solutions make this happen with utmost ease.
For a logistic business, it is quite necessary to keep their customers up-to-date on the shipping details. Salesforce CRM solutions help logistics businesses to handle even unpredictable issues with great ease.
You can streamline the complex process of delivery & transportation and keep the people involved in the processes organized. Another important thing that you can do is to keep your clients well-informed on any issues that occur in a supply chain system that includes shipping specialists, shipping agents, vehicles, storage, ports, terminal workers, etc.
A manager can get well-informed on all the complexities that occur and might occur in the logistics process. In this way, CRM helps companies to get adaptive to the rapidly changing corporate environment. Such proactiveness will help businesses prevent material loss or any other consequences.
Insightful Reporting
The Salesforce CRM solution is also known for its capabilities of creating and presenting insightful and advanced reporting.
The head of the logistics business can easily get to know all the required information on the basis of which one can assess departments that are dealing with clients along with the effectiveness of the managers.
Based on the reports, a business can analyze the previous interaction with their customers and accordingly improvise the service quality.
Logistics Management
Salesforce integration service with logistics business is a win-win situation for everyone. The integration of Salesforce CRM with logistics helps businesses with the proper management of logistics and routes.
It will empower your team to create the best customer experience by using route planning techniques:
- You process shipment requests rapidly
- It will let you develop enough shipment routes using several customer requests
- Management of route & time in the real-time
- Efficient management of all transit points
Top Salesforce Tools That Make Logistics Operations Smooth
Sales Cloud – It will boost your sales funnels. It will skill up your sales representatives capabilities to close more leads rapidly. Sales cloud can also help you speed up your revenue and scale your business revenue up.
Service Cloud – It empowers support and service teams with the required tools and information that will help them serve clients in the most precise and client-oriented manner. It will help in deploying the right agent at the right time.
Marketing Cloud – Logistics businesses can send the right message to the right audience at the right time with the help of Salesforce marketing cloud. It will streamline the online marketing campaign management process.
Experience Cloud
The experience cloud will help launch data-powered sites. Logistics businesses can easily launch the portals and applications that are connected across the customer journey, using the experience cloud.
Salesforce CPQ
A logistics company can streamline their operations such as contract creation, approval, and delivery along with the customers’ approval process with the help of Salesforce CPQ cloud implementation services.
Conclusion
From preparation to packaging and from shipping to the drafting of essential paperwork, a logistics company is responsible for almost everything. There are multitudes of processes that are involved in an entire logistics process.
To streamline each process, a logistic company requires Salesforce CRM integration services that will help in bringing coordination, efficiency, productivity, and effectiveness in the logistics process.
Hire a good Salesforce consulting company and harness the power of Salesforce automation.
