CRM for Logistics Buyer's Guide
Table of Contents
» What is Logistics CRM Software?
Logistics, or warehousing logistics management, is the distribution and coordination of materials. It includes getting goods from the place of production to a specific location. It also includes picking, packing, and storing the finished goods ready to be shipped.
Logistics CRM software is the most advanced and efficient way to manage your company's logistics. It functions as a powerful tool to track shipments, analyze trends in handling, and take action based on what it learns. Logistics CRM software will help your business save money and enhance efficiency. You can use this software to track all aspects of your shipment, including quantity, location of the consignment, state of readiness, etc. It lets you follow customers for different logistical processes, such as order fulfillment and product replenishment. Logistics CRM software will give you a clearer picture of your company's performance and where it can be improved.
Logistics CRM software is an application that maintains all information related to your shipments in one place. It tracks everything involved in a consignment and helps your business take necessary action based on the information it gathers. You can prepare the order, track it while in transit, and manage customer inquiries about shipping status. It's a better way than Excel spreadsheets or other templates to collect your shipment data.
Logistics CRM software is mainly used by companies that handle a lot of shipments, like carriers, distributors, retailers, and others. Its main feature is the power to efficiently manage all the details related to shipping activities. As a result, it saves businesses a lot of time and money.
If it's not apparent, logistics CRM software is much more powerful than other options such as Excel or Microsoft Word. It manages all necessary aspects of your activities related to your shipment, such as preparing an order, tracking it while in transit, and managing customer inquiries.
» Standard Features of Logistics CRM Software
Logistics CRM Software is a multifunctional software used in the logistics industry to manage the transport, inventory, and retail environment. With business logistics becoming increasingly important, such software is needed. What are some of the standard features of logistical CRM? Let’s have a look.
› Inventory control
This software is used to manage the company's inventory and resources. It allows users to track their inventory and its location in real time. Booking, scheduling, and cancellations of orders are also possible with this feature.
› Transportation management
This feature allows businesses to view all transportation services, such as air freight, sea freight, ground freight, or truckload unit load devices (ULDs). Users can plan their shipments from a single platform and track the status of these shipments in real time. They can set up customs compliance checks necessary for sending goods abroad.
› Warehousing management
This software manages a company's storage locations, such as storage facilities, warehouses, or distribution centers. The software allows users to interact with storage facilities, pick and pack operations, and track storage.
› Import/export support
This feature allows businesses to collect information regarding tariffs, duties, taxes, and other required procedures when importing or exporting goods. It also manages the submission of documents, such as bills of lading, at import and export locations.
› Track and Trace
This feature helps businesses to streamline the supply chain process. It allows users to track their cargo in real time from any location. Users can see the site of their freight throughout the supply chain process from warehouse to dockyard to truck or flight within a matter of seconds through this feature.
› Risk management
This feature allows users to control their supply chain through analysis of risk factors, such as a truck breakdown or an accident on the road. Users can plan and take preventative measures to avoid delivery delays through data analysis.
› Integrated accounting
This feature gives businesses an integrated accounting view of their logistics department, including balance sheets and income statements. It also has tools that allow users to automate these accounting tasks via simple drag-and-drop interfaces.
› Customer relationship management
This CRM feature gives businesses a view of all customers working with the company's logistics department and access to information regarding orders and shipment status, demographics, and customer preferences.
» Benefits of Logistics CRM Software
Logistics is a never-ending puzzle. If you're in the industry, no matter how often you solve it, there's always another challenge waiting for your arrival. And if you're not in logistics, the fact that so many businesses rely on this complicated system may seem bewildering and intimidating.
The good news is that as this industry continues to grow, job opportunities are increasing. This means that your chances of landing a job in logistics will only continue to increase. But becoming an expert in this field is no easy task; for many of us, it can be very intimidating. Find the top benefits of logistics CRM software here.
› Easy communication:
As much as anything else, logistics is a numbers game. It's all about the planning and strategizing—and then some more planning and strategizing. All that thinking can take its toll on an individual, resulting in a loss of productivity and efficiency for the company. And if enough time goes by without any resolution to logistics issues, it can spell disaster for your company entirely.
For this reason, it's always a good idea to have some form of software that will help you keep track of the information you need. Not only will this make it easier for you to do your job, but it will also decrease the reliance on others, meaning that your company can operate more smoothly and efficiently.
› Efficient accounting:
Every business relies on the financial aspects of running its day-to-day operations. But for logistics companies, this means bookkeeping, sales reports, and other paperwork, which is necessary during every transaction that occurs in the business. But it can often be very time-consuming, so having the right software to handle this work can make a huge difference.
As mentioned earlier, having an easy-to-use, user-friendly CRM system capable of handling all your bookkeeping tasks will make your job more accessible than ever before. This will result in fewer headaches and more time for other important daily tasks.
› Easy planning:
Regarding plans for the future, there's no failure in logistics. For a company to succeed, it must be prepared for every possible obstacle that could hinder its success. So, having the CRM software necessary to make the process as easy and streamlined as possible is also an essential part of logistics.
Using a system that can help you create long-term and short-term plans, you'll quickly determine where your company has been and where it needs to go next. You'll also be able to anticipate any obstacles that may come your way during this time, which will help you avoid unnecessary stress and worry before making any significant decisions.
› Easy collaboration:
Logistics is a very collaborative field. It relies heavily on both teamwork and communication. When working with other team members, considerations must be made to ensure everyone is on the same page and there's little room for confusion. Logistics CRM software can help eliminate much of that confusion, making collaboration a much more streamlined process.
When you use a system like this, you'll be able to communicate easily back and forth with other individuals involved in your operations, resulting in a better working relationship between these individuals. This is especially true if you're working with clients, vendors, or other outside parties.
› Better management and supervision:
Logistics is a very visual field. It relies heavily on the human eye to execute various skills and tasks. But when it comes to management, this can be an entirely different story. For example, you may need to coordinate a meeting between multiple individuals across various time zones, or you may need to monitor the progress of a project from afar without actually seeing the progress being made firsthand. This is all possible with automated logistics CRM software and can save your company time and money while simultaneously increasing productivity.
» How to Choose a Logistics CRM Software
When considering logistics CRM software, you may be overwhelmed by the number of options. However, there are some key features to consider when making your decision. For example, before choosing a particular logistics CRM software, it's essential to ask whether these features are included:
› Features of the CRM:
Logistics CRM systems provide several features to help your business run more smoothly. For example, suppose you are using the logistics CRM software to create a centralized database for each client. In that case, you should consider the logistics software's ability to add and remove clients. Doing this can add and remove clients without encountering difficulties or preventing you from managing all of your clients efficiently.
› Customization:
Customization is another important feature that is often overlooked by businesses when choosing a logistics CRM software package. However, many companies need features and functionality that the system's layout and organization don't provide. This means that you can add specific features, such as the ability to enter multiple locations and contacts.
› User Interface:
The user interface of your logistics CRM software is another critical feature to consider. For example, if you are new to using logistics software, it is essential to find a CRM system that makes it easy for you to learn how it works and start using it quickly. Additionally, it would help if you are looking for a system where all the information is easy to read and find. This simplifies the process of finding info when needed and allows all users access to this information when they need it most.
› Additional Features:
Finally, it would help if you looked for features that add a degree of functionality to the system. When this is the case, users can benefit by gaining access to additional functionality that enhances their work. For example, when working with clients, it is essential to have an easy-to-use interface so that anyone on your team can enter client information into the system.
› Import/Export Options
Businesses may need to import and export data from their logistics programs – otherwise known as external parties or customers. This may include importing inventory and exporting sales data for reports or general business purposes. The following are some examples of what you might want to consider when choosing a software package:
› On-premise or cloud CRM for logistics:
Moving to the cloud means accessing your logistics software from any location. However, there are some cons to this method, such as the fact that you won't have local control over your data and the security of that data may become compromised if employees aren't using secure web browsers on their laptops. On-premise logistics software provides users with better security since they use on-premise hardware but it’s hard to operate from a remote location. And, on-premises solutions can be costly.
› Customer service options:
When choosing a logistics CRM software package, it's essential to look at how you will receive support from your vendor. For example, can you access support via a live chat when you need help and support? This is an ideal way to get help quickly, especially in the middle of a project. Additionally, what kinds of support options do they provide? For example, will they offer telephone support in the form of regular customer service hours, or are they only available during specific maintenance windows?
» How much does Logistics CRM Software cost?
Logistics CRM software can allow your business to run more efficiently, increase customer satisfaction and loyalty, and cut costs. The price for these systems ranges from $5 to $4,000. The price is usually dependent on the number of licenses available for your team, which will depend on the size of your company. Expect to pay even more if you need a custom-built system or one that uses advanced Artificial Intelligence techniques.
Most companies that offer Logistics CRM software start at $4-$10 per month, with a minimum of 1 to 3 users. The price can increase depending on your needs.
» Conclusion
Logistics CRM software can help you save money and increase profits. Although the product is relatively inexpensive, it will be an excellent investment for your company if your customers demand better service and faster delivery. The logistics industry has undergone significant changes over the last several decades, with technological advances and increased demand for information. However, the industry is run by humans, prone to making mistakes that can lead to various problems, such as shipment delays causing unnecessary costs. Effective CRM software is needed to help companies maintain a detailed log of their products' journeys from beginning to end.