CRM & Offer Management

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Converteer orders automatisch

Stop using multiple software toolings

Are you still using different software toolings to manage your quotations and monitor your results? That can belong to the past. This way of working gives you inefficient overview and results often in unnecessary mistakes. Switching between different applications is time consuming and tires your sales force.

Chaos
All-in-one commercial management

Start digitizing sales & CRM processes

The CRM & Offer Management module of Simply Deliver is the hubspot for the logistics market. You automatically get routing options for the transport request, have a pro-active automated follow-up and get a 100% clear overview for all your sales activities.

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4 easy steps

How does it work?

Step 1

Enter origin & destination

The process starts with filling in the origin and destination of the goods.

Step 2

Select one of the suggested routes

Based upon your query the system calculates automatically the cheapest, fastest and most environmental friendly intermodal / multi- modal alternatives.

Step 3

Send offer

Send your offer to the client within one mouse click and the system creates automated follow-up for you.

Step 4

Customer accepts offer

By accepting the offer it becomes automatically a contract and the order will also be created directly in your backoffice system or our state-of-the-art transport management system including customer portal.

Simply Deliver. Time to simplify.

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Features

Logistics Offer Management
  • Automatic route proposals
  • Inter & Multi-modal routings
  • Margin Analysis
  • Win-chance suggestions
  • Automated sales follow-up & Mail-tracking
  • Working with PTV -> automatic maut calculation
  • Zone / Postcode definition
Reporting
  • Sales funnel analyses (target / planned / realized)
  • Win-chance
  • Prospect behavior analyses
CRM Activities
  • Customer analyses
  • (e) Visits / Phone calls / Meetings
  • Calendar Connectivity
  • Microsoft Office & Google G-Suite integration
Integrated with
  • Customer portal
  • Automated Order Entry
  • Direct Booking creation
    (Commercial Booking -> Operational Booking)

Your options

Working with excel & email
  • Flexible
  • Easy to copy & paste
  • No overview
  • No reporting & central dashboard
  • Possible to make mistakes easily due copy paste
  • No up-to-date cost pricing
Working with CRM only
  • To-do / Task management
  • Integrated emailing
  • Reporting possibility only for CRM activities
  • No logistics & Intermodal pricing logic
  • No routing option
  • No KM & Maut calculation
Working with Offer module only
  • Mainly focusing on group-age / full load
  • Central place for all offers / costs
  • Reporting possibilities only for offers
  • No CRM functions
Working with Simply Commercial Module
  • All-in-one solution for all the pluses mentioned above. Flexibility of the excel & email, task driven management of the CRM and totally integrated logistics focused offer calculation.
  • Fast reaction time and automated follow-up functions helping you to fastly negotiate and close the deal.
  • Learn from missed opportunities to change your pricing rules related to big data analysis. (real-time win-chance tips by the system)
  • Integrated with our or your customer portal. Public price calculator via your public website.

Make your
sales smarter

With our CRM & Offer Management solution you can analyse all data and make smarter sales decisions. Your sales and account managers can focus on the right prospects and present the best solutions.

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At a glance

  • Integrated CRM & Offer Management
  • Hubspot for the logistics market
  • Automated routing options
  • Automated sales follow-up activities
  • Enabling Agile-Driven sales

Smeets Ferry saves tons by automating order entry process

VIEW CASE

Neele-Vat makes efficiency gains in the order management process

VIEW CASE

Request a demo

Fill out the form below for a demo request.

Or contact us

Do you have any questions about the CRM & Offer Management module?
Then contact our specialist.