Customer Relationship Management
This module for McLeod Software customers adds a complete native Customer Relationship Management system, integral to your existing LoadMaster or PowerBroker systems. As the name implies, the CRM module includes all of the tools to make your sales and marketing efforts more effective and organized.
Sales activities can be planned, recorded and measured. A configurable sales process definition that you control means suspects or prospects can be identified and tracked through the sales process, and all of their records become part of their customer profile when you convert them.
McLeod CRM has sales event and campaign planning, event management, account strategy management, territory management, opportunity management, sales activity measurement, sales call planning and tracking, outbound call planning and management, and sales management reporting. The system also supports your marketing efforts with a full set of tools for marketing campaign planning, tracking, execution, and evaluation.
The new McLeod CRM module was designed specifically for the transportation industry. Because it is built from the ground up on your LoadMaster and/or PowerBroker system’s existing database, it eliminates the need for costly and complex integration and data synchronization schemes that are required to integrate third party CRM tools.
This also means that your sales team and CSR’s will have a full 360 degree view of your existing customers from the system, including current and historical orders, invoices, claims, outstanding balances, shipment or load status, quote history and actual awards, and all with the same highly configurable data visibility and security controls you can employ now using LoadMaster or PowerBroker Responsibility Filtering.
Sales campaigns can flow directly from prospecting to qualification, to quotes, to orders, to execution seamlessly within the same system without the data errors, disconnects, or unsynchronized pieces of information that happen with external CRM systems.
Your sales management team will also be able to utilize Vital Signs for CRM for additional reporting and analysis of all of the CRM activities. You can create dashboards that monitor metric goals for the profile of each sales person and filter by specific attributes. The CRM vital signs application allows you to drill down to the origin of the record and analyze the details that make up each metric.
Meadow Lark Companies, GIX Logistics, Kingsgate Transportation, and Eagle Transportation are four freight transportation companies using McLeod CRM to find new customers and boost revenue from existing customers.Request this case study