Logistics CRM | Cloud Excellence, Delivered

About The Customer

Nationwide Transportation and Logistics (NTL) has been connecting consumers and businesses since 1980. It provides

International Express
Freight Management
Customs Brokerage
Storage and Inventory Management
Importer and Exporter of Record Services

Problem Statement

Improve Sales Forecast Accuracy

Improved Sales forecast accuracy

Gain real-time and accurate visibility into pipeline and forecasts

Monitor sales team performance against quotas based on real-time invoices and cash sales collected by your team

Project Scope

X-channel customer engagement with unified message

Improved Sales forecast accuracy

Optimize revenue with improved forecasting & monitoring

Reduce invoicing delays and improve collection cycle

Complaint resolution management and feedback

Effective tactical marketing

Our Approach

Six Stage Process with pre-agreed outputs to minimize project risks

Sing along approach for process transparency and early deviation detection

Inter-stage transition approvals for transparency

Monthly Progress updates for project governance

Solution Design

We design a modular solution allowing for easy enhancements and API integration that allowed for Transaction routing, Transaction Surveillance, Fraud Detection, Identity Management, Velocity Control, GeoIP, Bank Identification Databases, and local black lists

Success Factors

Sales funnel was created

Proposals pricing was automated

Document repository allowed quick access to all relevant contract and aligned material

Integration with operations allowed for follow-up on existing contract commitments

Call center was enabled with complete customer view