CRM/ERP System LogiTrans - Transformative Logistics Provider

CRM/ERP: An overview

Project durationApril 2024 - Present

IndustryTransport logistics

Technologies:Java Spring Boot, React, NodeJS, Next, Material Design

LogiTrans, a leader in the logistics industry, offers a comprehensive range of services, including freight forwarding, warehousing, customs brokerage, and supply chain management. With a reputation for excellence and reliability, they ensure goods are transported safely and on time. To further enhance their operations, LogiTrans has implemented logistics CRM software aimed at automating business processes and improving internal communication. This software aimed to centralize customer management, optimize sales and lead tracking, streamline order and shipment processes, and enhance logistics operations. Additionally, it is to improve customer service through an integrated help desk and create a knowledge base.The CRM will also enable mobile access for field staff and drivers, ensuring they stay connected and informed on the go.

Services provided:Design, Project Management, Development, CRM/ERP System Integration, Automation, SEO, Marketing

Benefits for Logistic company

Find out what concrete benefits this project offers you, discover the advantages that will help you achieve your goals and see why this project is the perfect choice for you.

Improved Sustomer Satisfaction

Providing timely and accurate information, along with enhanced communication and swift problem resolution, has significantly boosted customer satisfaction ensuring that customers feel valued and supported.

Increased Efficiency

Automating tasks and optimizing resources have boosted efficiency, reduced errors, and sped up work, allowing employees to focus on strategic activities. This results in streamlined operations, cost savings, and a more agile organization.

Improved Visibility

Real-time tracking combined with comprehensive reporting offers deeper insights into operations and performance allowing the organization to monitor progress, identify potential issues early, and make data-driven decisions.

Better Decision-making

Data-driven insights help make informed decisions, optimize their operations, and uncover new opportunities for growth reducing risks, improving efficiency, and staying ahead of market trends.

Our Logistics CRM/ERP Features

Find out what key features make this project special, discover the key features that will help you get the results you want.

Customer Management
- Contact Database: A centralized repository of customer information, including contact details, communication history, preferences, and feedback.
- Account Management: Tools for managing customer accounts, tracking interactions, and accessing customer-specific data and documents.
- Customer Segmentation: A categorization of customers based on various criteria for targeted marketing and personalized services.
Sales and Lead Management
- Lead Tracking: Capture and manage leads from multiple sources, monitor their status, and automate follow-ups.
- Opportunity Management: Track sales opportunities, forecast, and manage the sales pipeline effectively.
- Quotations and Proposals: Create, send, and manage quotations and proposals with automated approvals and notifications.
Order and Shipment Management
- Inventory Management: Monitor and manage inventory levels, warehouse operations, and stock movements.
- Fleet Management: Track and manage the company's fleet, including vehicle maintenance, fuel consumption, and driver assignments.
- Carrier Management: Manage relationships with third-party carriers, including rate negotiations and performance tracking.
Customer Service and Support
- Help Desk: Integrated help desk to manage customer inquiries, complaints, and support requests.
- Service Level Agreements (SLAs): Defined and monitored SLAs to ensure timely and effective customer support.
- Knowledge Base: Repository of customer and staff FAQs, guides, and troubleshooting tips.
Analytics and Reporting
- Dashboard: Customizable dashboards displaying key performance indicators (KPIs) and sales, operations, and customer service metrics.
- Reports: Generating detailed reports on various business aspects, such as sales performance, customer satisfaction, and operational efficiency.
- Predictive Analytics: Using historical data to predict trends, demand, and potential issues.
Integration and Automation
- System Integration: Seamless integration with other business systems such as ERP transportation management, accounting, and warehouse management systems.
- Automation: Automated routine tasks such as follow-ups, notifications, and document generation to increase efficiency.
Compliance and Security
- Data Security: Robust security measures to protect customer data and ensure compliance with regulations like GDPR.
- Audit Trails: Maintaining detailed logs of all interactions and changes for accountability and compliance.

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How We Built The Best CRM for the Logistics Industry

The development of the CRM/ERP system for logistics is structured into 3 key phases. Each phase ensures a systematic and efficient approach to building the comprehensive logistics CRM software.

Requirement Analysis and Planning

We met with stakeholders to gather detailed requirements for the CRM/ERP system for the logistics company LogiTrans. Our team created user stories, planned sprints, and defined technical specifications. This phase concluded with a comprehensive project plan.

MVP (Minimum Viable Product)

The MVP phase focused on developing key functionality to make the logistics CRM functional, deliver immediate value, and provide feedback.

Customer management: Implemented a centralized contact database and basic account management tools.
Lead tracking: Introduced lead capture and tracking capabilities.
Order Processing: Developed a streamlined order entry and processing system.
Shipment Tracking: Provided real-time tracking of shipments.
Inventory Management: Established basic inventory monitoring.

Core Functionality

The core functionality phase added advanced functionality to the ERP transport management system, covering all critical business processes.

Customer Management: Improved customer segmentation and account management.
Opportunity Management: Introduced tools for opportunity tracking and sales pipeline management.
Order and Shipment Management: Improved workflows and added advanced tracking and route optimization.
Fleet Management: Implemented comprehensive fleet management capabilities.
Carrier Management: Developed tools to manage third-party carriers.
Customer Service: Integrated a help desk system and created a knowledge base.

Reporting Modules

The reporting module phase provided robust analysis and reporting capabilities for data-driven decision-making within the CRM software for transportation companies.

Dashboards: Developed customizable dashboards to display key performance indicators (KPIs).
Reports: Generated comprehensive reports on business performance.
Predictive analytics: Implemented tools to predict trends and potential problems.
Audit Trails: Ensured that all interactions and changes were logged for compliance.

Building a Long-Term Partnership

The CRM/ERP system for logistics companies developed for LogiTrans by Tactics Digital YYC has successfully streamlined operations, improved communication, and enhanced customer satisfaction. This CRM/ERP case study demonstrates how our ongoing collaboration with LogiTrans ensures the system continues to evolve, meeting their dynamic needs and setting new standards in the logistics industry.

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