Want to stay competitive and scale your transportation and logistics business seamlessly? Then speed and order accuracy must become your reliable partners.
When you have only 2-3 vehicles, standard Excel spreadsheets are sufficient for order management. Their functionality is generally adequate. However, as you expand your fleet to 5-10 vehicles, Excel transforms from a helper into a source of genuine chaos.
Key Challenges of Working in Excel
For large-scale projects, such a program for transportation logistics is unsuitable. It has significant drawbacks:
- In Excel, it is difficult to track deadlines and manage cargo accounting.
- There is no unified business overview, as all data is scattered across different tabs.
- Manual data entry leads to errors and frequent information duplication.
- There are no automatic reminders for shipments, insurance, or maintenance.
A CRM for Logistics Companies Will Fix This
- Transportation Automation. A logistics CRM allows you to automatically record all requests, statuses, and payments. They will be organized in their respective pipelines, and it’s easy to set access permissions so employees only see the pipelines relevant to their work.
- Minimizing Routine Processes. The CRM system is used to generate contracts, waybills, invoices, travel expense reports, trip sheets, and price lists. You can manage all documentation on a turnkey basis.
- Professional Analytics in One Click. Implementing a CRM for transportation logistics will free you from manually preparing reports on margins, debts, profitability, and other equally critical matters.
- Convenient and Transparent Client Database Management. Using a CRM for carriers, you can maintain a history of interactions with each client, as well as prepare and send personalized notifications.
Additional Benefits of a CRM for Logistics
If your fleet does not exceed 10 vehicles, implementing expensive logistics software like ERP systems is not cost-effective. However, integrating a CRM like Uspacy or Pipedrive is an excellent alternative. Their cost is low, yet they can save dozens of hours of work for dispatchers and drivers.
But a CRM for logistics companies and transportation organizations is not just about saving time and money. There are other important “perks”:
- Thanks to route optimization and the automation of most processes, the number of errors and failed shipments is minimized.
- A CRM system for freight transport creates comfortable conditions for quickly calculating KPIs, LTV, MRR, and SQoS.
- A well-chosen program for a transportation company significantly reduces dependence on the human factor. New employees get up to speed much faster than when using Excel.
- A CRM does not hinder business scaling. By adjusting settings, the system can easily handle 20 vehicles, and if necessary, it can be quickly migrated to an ERP.
For a successful entry into the freight market with a fleet of up to 10 vehicles, a CRM implementation service is sufficient. It will enable your company to operate without disruptions, manage transport efficiently, and be ready for online management.
Frigat Net helps businesses abandon the chaos of Excel by offering effective and transparent management tools.
