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Group of programs: Business automation
CRM for a transport company
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CRM for a transport company, presented in the Universal Accounting System software, is the most effective tool in working with clients - attracting and retaining services provided by a transport company, as well as in registering all operations performed by a transport company in relation to a specific client, - another contact, discussion topic, sending a price offer, advertising mailing, order delivery, etc. A CRM system for a transport company is also a reliable place for storing all documents that were generated for the client or received from him in the process of interaction. It is not in vain that the CRM system is considered the most convenient format for working with clients, since it has several functions that optimize the daily activities of managers, minimizing the working time for finding new customers and sending point proposals.
For example, a CRM system for a transport company regularly monitors customers in order to identify persons and / or businesses that should prepare a new price offer to remind them of their services, provide the promised information, and send advertising messages. Yes, yes, CRM for a transport company participates in the organization of information and advertising mailings, for which specially text templates are built into the CRM system, and the choice of a suitable text for the occasion of the appeal is wide enough, while messages are sent in several formats - mailing can be massive, individual and for certain groups of clients. Mailing criteria are determined and set by a manager whose task at a transport company is to increase sales by attracting new customers, and to promote services.
To send messages, the CRM system for the transport company uses electronic communication, presented in the automated system in the form of sms and e-mail, the list of subscribers is prepared automatically, while it does not include clients who have refused to receive marketing messages, which is also noted in the CRM system - in the personal file of each customer. All participants of the CRM system for a transport company are divided into categories, the classification is made by the transport company itself, the catalog is formed and attached to the CRM, the division is based on the signs and qualities identified in the process of interaction, and the needs of each. Classification in CRM allows you to form target groups, so one and the same offer can be sent to several customers at once, which, of course, saves the manager's working time, increases the number of contacts and, accordingly, the scale of information.
All sent texts remain in the CRM system as an archive so that you can quickly restore the topics of previous mailings and eliminate repetition. At the end of the reporting period, the automated system will provide the transport company with information on the number and quality of requests from customers after each mailing, generating a special report, which will indicate the number of mailings, the number of subscribers in each and the number of return calls, new orders and the profit received by the company from them. Moreover, a CRM system for a transport company draws up a daily work plan for managers, taking into account the results of monitoring and monitors the implementation of the plan by means of constant reminders if the results of negotiations are not entered in the CRM. The company also receives a report on managers and their effectiveness based on data from CRM, where for each there is a work plan for the period and a report on completed tasks, taking into account the difference between these volumes, the transport company can evaluate the productivity of its personnel.
The duty of the manager of a transport company is to conduct production activities within the framework of his competence and be sure to register completed tasks, other operations in an electronic work log, which is formed for each individually and assumes personal responsibility for the information about the company and its work processes posted in it. Thanks to CRM for a transport company, the company's management receives regular information not only about its employees, but also about customers, since their activity is registered in CRM, based on such data, it is possible to determine who brings the most financial receipts and / or profits. Such customers may have individual service - their own price list attached to a personal file in CRM, while the automated system automatically calculates the cost of orders executed by the enterprise, according to it and without any confusion in the price list, as well as all other calculations , including the accrual of piecework wages to company employees who are users of the program, since their activities in the enterprise are fully reflected in it both in time and in the amount of work and in results. Everything that the employees of the company do without fixing it in the program is not subject to accrual and, accordingly, remuneration. Thus, the management of the enterprise obliges them to actively work in the information network.
The transport company program takes into account such important indicators as: parking costs, fuel indicators and others.
Automation of a transport company is not only a tool for keeping records of vehicles and drivers, but also many reports that are useful to the management and employees of the company.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-05-19
Video of cRM for a transport company
Accounting in the transport company compiles up-to-date information on the remnants of fuels and lubricants, spare parts for transport and other important points.
Accounting of transport documents using the application for managing a transport company is formed in a matter of seconds, reducing the time spent on simple daily tasks of employees.
The program for transport documents generates waybills and other necessary documentation for the operation of the company.
Transport and logistics companies in order to improve their business can start to apply accounting in the transport organization using an automated computer program.
Accounting for vehicles and drivers generates a personal card for the driver or any other employee, with the ability to attach documents, photos for the convenience of accounting and the personnel department.
accounting of a transport company increases the productivity of personnel, allowing you to identify the most productive personnel, encouraging these employees.
The program for the transport company conducts the formation of requests for transportation, plans routes, and also calculates costs, taking into account many different factors.
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The program of the transport company, along with the processes associated with the transportation of goods and the calculation of routes, organizes high-quality warehouse accounting using modern warehouse equipment.
In addition to CRM, the program contains other databases, all of them have the same structure for presenting information, which simplifies the user's work and saves time.
The structure of the information presentation is as follows: in the upper part of the screen there is a general list of positions, in the lower part there is a number of tabs with details of the selected position.
Of the most significant databases, the nomenclature series, vehicle database, driver database, invoice database and order database are presented, each with its own classification.
The transport database contains complete information about each vehicle that is on the balance sheet of the enterprise - separately for the tractor and trailer for accounting use.
The "personal file" of each transport includes its description - brand and model, type of fuel and standard consumption, speed, carrying capacity, year of manufacture, mileage, repair work.
In addition to describing the technical condition, this database contains a list of documents that are related to the registration of vehicles, without which it is impossible to complete tasks.
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The program will be installed
If the program is purchased for 1 user, it will take no more than 1 hour
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CRM for a transport company
The automated system independently monitors the validity of each document and promptly notifies the person in charge of the need to replace, re-register.
The same control over the validity of a driver's license is organized in the driver's database, information about qualifications, work experience and completed tasks is also posted here.
The transport database contains a list of trips performed by each unit of transport during the period of work at the enterprise, and the actual costs during the execution of the route are indicated.
The nomenclature range includes a full range of goods, including fuel, that are used by the company in carrying out transportation activities and for other needs.
In the nomenclature range, all commodity items are divided into categories for easy search of names, according to the catalog with a generally accepted classification built into the system.
All commodity items have their own characteristics, by which they can be quickly identified when choosing among hundreds of similar goods and the same names.
Any movement of commodity items is registered by waybills, the compilation of which is carried out automatically - the employee indicates the name, quantity, basis.
Warehouse accounting, operating at the current time, automatically deducts from the balance the goods transferred according to the invoice, and notifies about the current balances, the completion of products.
For each type of work performed, the company receives regular reports with an analysis of their results, which helps to identify factors negatively affecting the profit margin.