Supply chain experts say, “Major changes are coming to logistics. In the near future, you will order a product and 30 minutes later a drone will drop it off right outside your door.”
These words spark hope that delays and delivery errors will soon be a thing of the past. New technology is paving the way for exceptional service in the logistics industry.
At Forbytes, we’re already observing these changes unfold. More and more companies are coming to us with requests for e-commerce CRM integration and logistics customer relationship management. With these solutions, they see the light at the end of the tunnel and understand how to increase customer satisfaction.
As a business owner, you know that logistics operations can be challenging. Poor communication causes delays. The lack of real-time updates frustrates customers. And inefficient processes slow everything down. Logistics CRM software can help solve these issues.
But how to integrate a logistics CRM into your operations, and why is it vital for your business? Let’s explore.
What Is Logistics CRM?
A logistics CRM is like a regular customer relationship management system. But it is built specifically for the logistics industry. It helps businesses organize customer data and centralize communication. Plus, a CRM in logistics is a good instrument for tracking sales and managing leads with ease.
But it’s more than just a database. A logistics CRM comes with industry-specific tools like dashboards, sales pipelines, and reports. They can help you handle customers, tasks, and deals, all in one place.
Sure, a standard CRM has similar features, but it often needs heavy personalization to fit the logistics world. A CRM in logistics, on the other hand, is built for your industry from the start. It understands your challenges, streamlines operations, and helps turn leads into loyal clients.
Think of it as a CRM that works for logistics companies. So, you don’t have to waste time making it work for your business.
Looking for the right CRM for your logistics business? Get in touch with our team, we’ll integrate one tailored to your needs.
Why Do Companies Need Logistics CRM?
Running a logistics business isn’t easy. Shipments, schedules, customers, and teams all need to work together. Without the right tools, things can get messy fast.
A CRM in logistics helps you stay organized, improve customer service, and grow your business by keeping everything in one place. 59% of companies say CRM systems help them keep customers happy and loyal.
It also makes sales easier. A CRM gives you clear insights into your business, helping you close deals faster and make data-driven decisions. The best salespeople exceed their targets by 125% and trust their CRM data more than others (53% vs. 32%).
But logistics success isn’t just about price or speed, it’s about great service. Customers want real-time updates, clear communication, and on-time deliveries. A CRM in logistics helps you provide all of this by making customer interactions smoother and problem-solving faster.
As competition grows, logistics companies using modern CRM solutions don’t just keep up, they stay ahead. Want to see how logistics CRM software can help you? Let’s continue.
Benefits of CRM in Logistics
Top logistics companies like DHL, FedEx, UPS, and Maersk use CRM to optimize their supply chain and build strong customer relationships. But this solution offers more benefits. Let’s dive into them and see why a logistics CRM might be the right choice for you.
More leads from multiple channels
Your customers reach out through many channels, including website, chat, email, and more. A logistics CRM makes it easy to capture and manage leads from all these sources.
In fact, logistics companies using logistics CRM software see a 45% increase in lead generation across these channels. That’s why we recommend using chatbots and web forms to engage visitors, gather their details, and add them to your sales pipeline.
Automated workflows
With a CRM in logistics, you can automate tasks like payment confirmations and shipment tracking. This means you can easily trigger sales and operations notifications at key stages.
By automating these tasks, your sales team has more time to focus on new leads. In fact, businesses using CRM systems save 5-10 hours per week this way.
More efficient cooperation
A single system for customer data ensures that sales, operations, and finance all have access to the same up-to-date and accurate information. Logistics CRM software keeps everyone on the same page and removes the need for different systems or outdated data, making collaboration easier.
Because of this, logistics companies see better teamwork across departments. In fact, 72% of companies say they work better together when using a single system for customer data.
Boosted performance
With a logistics CRM software, you can track progress and identify areas for improvement. This helps boost overall business efficiency.
Logistics companies using CRM systems report a 30% improvement in efficiency. With performance analytics at their fingertips, they can find ways to be more productive.
See how many benefits you can get with a CRM in the logistics industry. It helps your business grow while steadily improving operational efficiency.
Need a technical team to integrate a CRM into your logistics business? Contact us, and we’ll assist you.
Essential Features of Logistics CRM
Now that you know the benefits of a CRM in logistics, let’s explore the key features your system should have to meet your needs.
- All logistics customer data in one place: To capture key logistics details like shipment frequency and get a complete view of your customers.
- Customer contact management: To store all customer information, including contact details, communication history, and preferences.
- KPI reporting & dashboards: To track trends, manage teams, and quickly access key accounts, leads, and activities.
- Pipeline management: To monitor and manage leads with intuitive tools, identifying inefficiencies and areas for improvement.
- Sales automation: To move leads through the sales pipeline efficiently.
- Quote history: To track quote progress and create accounts once quotes are completed.
- Logistics dashboard: To access logistics-specific data like lanes won and shipment counts.
- Email automation: To streamline communication and customize email campaigns based on clients’ needs and preferences.
- Integrations with logistics-specific applications: To bring all essential data into one place and connect with other systems.
- Service requests and ticketing: To handle customer service requests, complaints, and other issues efficiently, ensuring client satisfaction.
With these features, your logistics CRM software helps you make smarter business decisions, secure more shipments, improve sales, and retain customers.
Top 3 CRM Tools for Logistics
The number of CRM tools for logistics is growing, and the market is filled with attractive offers. But how do you choose the one that best fits your needs? Here are a few options we recommend.
Shipthis
Shipthis is an all-in-one freight software designed to simplify logistics operations. This CRM logistics helps businesses streamline supply chain management and enhance customer experience with automation and real-time updates.
Logistics companies using Shipthis report a 30% increase in operational efficiency.
With Shipthis, you can:
- Manage customer data, call logs, invoices, and quotes in one place
- Track shipments and deliveries in real-time
- Improve communication with built-in chat and email tools
- Access data anytime on desktop or mobile
- Automate workflows with EDI, API, and web-hook tools for seamless operations
Why choose Shipthis? With intelligent automation and real-time tracking, Shipthis makes logistics management easy. Its mobile-friendly design keeps you connected anywhere.
Why Shipthis may not be the best solution? Shipthis has great CRM software and logistics features, but it can be expensive for small businesses. It also offers less customization than big enterprise solutions.
Pipeline CRM
Pipeline is a sales CRM for logistics and transport companies. It helps manage customers, automate tasks, and track sales in real-time. With its simple tools, businesses can work faster and more efficiently.
Logistics companies using Pipeline CRM experience 8-14% faster sales cycles and a 34% boost in sales productivity.
With Pipeline, you can:
- Store customer data, call logs, invoices, and quotes in one place
- Get real-time notifications on sales updates and team activities
- Customize deals to fit each customer’s needs
- Automate tasks like order processing, payment confirmations, and cargo tracking
Why choose Pipeline CRM? Pipeline is an easy-to-use, budget-friendly CRM designed to help logistics companies stay organized. Its intuitive interface allows teams to get started quickly with minimal training.
Why Pipeline may not be the best solution? Pipeline logistics CRM has great features, but it may not be as customizable as bigger enterprise tools. Smaller businesses might also find some functionalities they don’t need.
Salesforce
Salesforce is one of the biggest CRM providers, helping businesses boost sales and productivity.
With over 150,000 customers, it’s the most widely used CRM. Companies using Salesforce see a 34% increase in sales productivity and a 29% rise in sales.
With Salesforce, you can:
- Track and manage leads to grow your customer base
- Automate sales tasks to save time and boost efficiency
- Use AI insights to close more deals
- Monitor sales and business data in real-time
- Connect with tools like Slack, Mailchimp, and QuickBooks
- Access your CRM anytime with the mobile app
- Improve customer service with automated support tools
Why choose Salesforce? Salesforce is highly customizable, letting businesses tailor it to their needs. Even the basic plan includes useful tools like mass emails, campaign management, a drag-and-drop app builder, and lead auto-assignment.
Why Salesforce may not be the best fit? Setting up Salesforce can take time due to its many customization and automation options. Teams may need training to use it effectively.
In short, every logistics customer relationship management has its pros and cons. The right choice depends on your needs, budget, and the features required to solve your challenges.
If you need help selecting a logistics CRM, contact Forbytes, and we’ll help you find the best fit.
How to Integrate a CRM Solution in Logistics
Integrating CRM logistics can make your business more efficient and customer-focused. Here’s how to do it in a simple and structured way:
1. Analyze your existing system
Before making changes, take a step back and analyze your existing systems. Identify what’s working, where the gaps are, and what challenges you’re facing. Tools like SWOT analysis or value stream mapping can help. Also, talk to key stakeholders, including customers, suppliers, and employees to get their input.
2. Set clear goals and metrics
Define what you want to achieve with your integration. Are you aiming for faster deliveries, better customer service, or improved inventory management? Set measurable goals (like reducing order processing time by 20%) and track key performance indicators (KPIs) such as delivery speed, order accuracy, and customer satisfaction.
3. Choose the right tools
Look for platforms that can connect your logistics, supply chain, and CRM systems. A quality ERP system can handle logistics and inventory, while a strong logistics CRM will help manage customer interactions. The goal is to have real-time data flow and automation for smoother operations.
4. Implement and test
Once you’ve picked the right tools, roll them out in stages. Start with a pilot program, involve your team, and gather feedback. Address any issues before a full-scale launch. A structured approach can keep things on track.
5. Monitor and improve
Integration isn’t a one-time task. It requires ongoing monitoring and optimization. Track your KPIs, gather user feedback, and adjust based on changing business needs or new technology trends. Continuous improvement will ensure you get the most out of your system.
By following these steps, you’ll create a seamless connection between logistics and CRM software, leading to better efficiency, improved customer service, and stronger business growth.
Need help choosing the right logistics CRM integration? Contact Forbytes, and we’ll guide you in finding the best solution for your business.
Forbytes’ Experience in Integrating CRM Systems
Home Furnishing Nordic AB, a leading online furniture retailer, struggled to scale customer relationships with Mailchimp. They needed a better CRM to streamline interactions, improve data flow, and boost sales. That’s where Forbytes came in.
Step 1: Integrating Salesforce for better customer management
We improved the system by adding Salesforce, a tool that helps manage customers better. Instead of just moving data, we created a clear and organized setup. We stored and transferred customer information, making communication and marketing easier while helping the sales team work better.
Step 2: Expanding with Voyado for advanced marketing
As the company grew, they needed smarter marketing tools. We introduced Voyado, an AI-powered CRM for tracking purchases, predicting behavior, and running targeted campaigns. We migrated historical data, customer details, and automated real-time updates.
With Salesforce and Voyado together, Home Furnishing Nordic has a seamless, data-driven marketing system that boosts engagement with minimal effort.
Need to integrate a CRM into your business? Contact Forbytes, and we’ll get back to you with our proposal.
Final Thoughts
All in all, there are plenty of CRMs out there for your company, but picking the right one can truly impact your business success. The options we’ve shared are a great starting point if you’re looking for real results in customer relationship management.
Not sure where to start with CRM software integration? We’ve got you! At Forbytes, we offer enterprise solutions and a clear, step-by-step setup plan. Need more? We can also automate your business with smart tools and integrate 3rd party-systems. So, your business stays secure, scalable, and ready to grow.
Let’s work together to upgrade your business with the right CRM and unlock its full potential!
