How CRM and TMS Can Work Together to Your Advantage?

last updated 09-09-2024
by FreightPrint


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Every logistics company has two primary objectives: to process orders for their customers and deliver their orders efficiently

The tools they use for these goals are CRM and TMS.

So, whether you run the last mile carrier company or you’re an auto parts distributor, let’s find out what CRM and TMS are and how you can use them both to successfully manage your operations and achieve your goals.

65% of logistics companies recognize switching to the digital business model to survive in the digital age, according to Forbes Insights.

logistic digital business statistic

What Is a CRM?

CRM or Customer Relationship Management is a software that controls all interactions between a company and its customers. 

A CRM helps you manage your interactions with current and future customers, from collecting their contact information, sending marketing messages and ultimately creating sales.

Before you choose your CRM software, it is essential to understand the needs of your company and customers. Do they like the instant chat option in the customer support tickets? Do they prefer your previous logistic marketing campaign more than the new one?

An unhappy customer can turn to your competition in a minute. Customer relationship management software helps you to know what people want and how you can serve it to them in a way they like.

Customer Relationship Management covers several key elements: 

  • customer support
  • marketing campaign management
  • sales analysis

Enhancing Customer Experience with CRM for Logistics Companies and Trucking Business

In the fast-paced world of logistics and trucking business, customer support and service are essential for maintaining a competitive edge. A CRM system provides real-time access to customer data, allowing companies to track interactions and identify preferred communication channels quickly and efficiently.

By utilizing CRM, companies can streamline customer support requests, improving the quality and efficiency of operations. This enables them to intervene promptly, implement corrective actions, and ultimately satisfy the customer's needs.

 

Marketing with a CRM

Marketing efforts within the logistics and trucking industry are crucial for targeting potential customers and executing successful strategies. A CRM system aids in planning advertising campaigns, measuring effectiveness, and automating reports to enhance service quality.

Sales Tracking

Sales tracking is another key feature of CRM for logistics companies and trucking businesses. By analyzing sales data, companies can determine customer origins and evaluate each stage of the sales pipeline. This valuable information allows companies to enhance the customer journey and calculate the cost of acquiring new customers effectively.

In today's competitive business landscape, utilizing CRM for logistics companies and trucking businesses is essential for improving customer experience and staying ahead of the competition. By harnessing the power of CRM technology, companies can optimize operations, enhance marketing efforts, and drive sales growth in a professional and efficient manner.

What Is a TMS?

A transportation management system or a TMS is a set of solutions for logistics and delivery businesses to manage the transport of shipments. 

Transportation Management System needs three sets of data to be able to work: 

  • Information about your customers
  • Information about the shipments
  • Data that comes from the warehouse(s)

These sets of data then work to:

  • Give you the best routes
  • Show your drivers and your customers' data on shipment status
  • Store logistic documentation

Calculating the best routes

The most helpful feature of a TMS is that it finds the best route for a shipment to be delivered according to the traffic and fleet availability.

With it, you don’t have to manually calculate where your drivers will go and the ETAs are much more accurate.

CRM and TMS

Data on shipment status

A TMS shows shipment status when it has information from the warehouse and the ETA. It’s what your customers will see within the routing software app.

Logistic documentation storage

The last important feature of a TMS is that it stores all crucial logistic documentation.

This storage can contain invoices, bills of lading, rate confirmation, customs documents, proof of delivery, carrier contracts, and other paperwork.

How CRM and TMS Work Together

Information about the customers that get pulled from your CRM strategies ends up in TMS. It gives you data such as their address and their phone number, which are necessary for the delivery process.

Moreover, you can quickly work on a specific issue within the TMS, like wrong shipment status or lost parcels if your customers contact you through your customer support, which is a part of CRM.

Sales analysis in a CRM can also pinpoint what you need to fix in your marketing but also in your TMS.

Lastly, if a customer contacts you about the documentation they need, you can automatically pull it out of your documentation storage in a TMS.

Choose FreightPrint as Your TMS

Wondering how to choose the right TMS

FreightPrint is a simple logistics management tool that could help with both your customer and carrier relationships. 

Interested in a free demo?

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About FreightPrint

Are you managing your logistics operations manually or using outdated and confusing software?

FreightPrint can help!

FreightPrint™ is an AI-powered logistics software built to boost your transportation and delivery operations

 

 

Easy-to-use logistics technology for any business

Built to simplify your logistics operations

 

We know logistics is complicated and time-consuming.

Imagine delivering orders to your customers with consistency, accuracy and simplicity.

If you're looking to streamline your shipping and logistics operations, FreightPrint™ could help you a lot!

Read below to learn more about key features and benefits of FreightPrint™.




 

FreightPrint-Automated-Routing-Software-Try-for-Free
Automated Dispatching, Routing & Tracking

Seamlessly Dispatch and Manage Routes

 

Imagine processing customer orders, automatically creating optimized routes, communicating with drivers and customers, all without spending any extra time.

▸ Dispatch Loads

Dispatch loads on the go or schedule to dispatch for a future date. Work with carriers, brokers, dispatchers and shippers all from one platform.

▸ Automated Routes

Pick multiple shipments and create routes instantly. Assign drop numbers, edit or remove stops without contacting the drivers.

▸ Driver Assignment

Assign a task or a route to a driver. Don't know who can do the delivery? Allow drivers to pick their loads, or broadcast loads to your carriers and have them bid on your loads.




 

Provide Shipment Tracking and Proof of Delivery

 

Improve your Delivery Experience

 

Free up your phone lines and staff, while meeting and exceeding your customers’ expectations. Spend your precious time closing more deals and going on vacation.

▸ Provide Shipment Tracking

While the FreightPrint™ app provides status updates and other useful information, it can also provide you with shipment tracking.

▸ Collect Signatures, Pictures and Notes

Create an audit trail of shipment statuses with timestamps and location stamps.Receive proof of delivery signature and pictures instantly.




 

Print Labels & Manage Documents

 

Manage your Documents

 

Create and design your own shipping documents. Create templates for your customers to match their specifications.

▸ Print Labels

Create, desigsn and print QR code labels. Add QR codes to your shipping documents and emails. Update shipments by simply scanning labels using your phone.

▸ Design and Customize Documents

Create and design your own shipping documents. Whether it's BOL, POD, rate confirmation or any other customized documents, our document creation tool can help you.





 

Customize using API, Zapier and Native Integrations

Customize and Personalize

 

No software is built to perfectly fit everyone's needs, and that’s why we allow you to customize it. FreightPrint is flexible to serve your business needs.

▸ Use API and Automation

Create custom fields and custom checklists to ensure your team can track progress. Connect with SalesForce and OrderTime natively, integrate with your own in-house software using our API, or build automation with Zapier.

 

 

Start for Free today!

Download the free FreightPrint mobile app and start using it for free for 2 weeks. There is no need to enter your credit card details.

Request a Free Demo

We're here to assist you with your transportation software needs. Whether you are a small shipper or big transportation company, we'd be happy to give you a free demo of FreightPrint and answer your questions.

 


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“We were looking to build from scratch. We checked out the other big name ones. Going with FreightPrint was a no brainer for us.”

Kim
Transportation Manager
Produce Distribution co.


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"...FreightPrint helps us to be more organized and offer a faster service to our customers..." - Auto parts shipper, CA