Why Salesforce CRM Integration is Essential to Improve Shipping Logistics

salesforce crm integration essential to improve shipping and logistics

Business sustainability does not merely depend on the acquisition of new customers but also on providing a satisfactory service to the existing customers. Plus, how much effort orgs put in to improve shipping logistics becomes a big differentiator. Why? Because a customer will unarguably choose a shipping & logistic company offering safe and timely deliveries to those delivering behind schedule. A customer acquisition to customer retention survey says that it takes up to five times more effort to keep existing customers than attract new visitors.

The good news is that orgs can harness CRM functionalities to improve their shipping and logistics plus built reliable trust in their customers. Besides, they can use CRM capabilities to overcome challenges and hurdles in the shipping process workflow. Are you ready to redefine your business logistics to the next level? If yes, continue reading to know how you can become a seamless shipper by implementing CRM in your work processes.

1. Improving SOP

Replacing old methods with new improvements is a vital step towards becoming a seamless shipper. Identifying the logistics better helps businesses build a seamless shipping process workflow allowing for a successful shipping solution. Start overviewing your SOP with CRM dashboards and keep aside all those procedures no longer serving your needs. Studying detailed reports like frequent cycle-time and cost metrics will add a competitive-advantage to improve shipping and logistics. Best of all, the double-verification features will help in identifying errors and duplicate orders, if any. 

2. Tracking Lead Time

Time management is crucial for any business. However, it becomes significant for e-businesses striving hard to improve shipping and logistics. Almost 55-59% of the customers do not order again because of a bad logistics experience. Therefore, managing the lead time and on-time delivery is no secret. CRM systems allow you to manage records in a single dashboard, making it easy to track lead timings. Businesses can easily manage the time gap between delivery-time to the time of order. As a result, staff can monitor all the deliveries and at the same time manage those orders in the pipeline. 

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3. Personalized Customer Service

CRM software makes perfect data coordination within your system and allows them to work effectively and improve shipping and logistics. With the efficient use of these software-driven systems, orgs can enhance shipping process workflow, get a better insight into their business reports, and access individual customer details virtually. It makes a clear roadmap for staff to communicate with each customer and understand their concerns explicitly. Interacting with customers on an individual-level will boost confidence in them simultaneously and help orgs to mitigate relationships with irresponsible customers. 

4. Transportation Safety

Transportation is undoubtedly an expensive attribute in shipping and logistics. Perhaps it steeps up the cost of investment if the products get damaged or in case of return orders. Unfortunately, on-time deliveries with 100 % protection of goods aren’t always viable for every shipping logistic company because of handling and transportation. With customized CRM functionalities, you can deliver your goods safely as scheduled. Electronic database integration like Transit MRN, for instance, help in tracking shipment records in every stage. Besides updating the safety status, the information of perished goods is also easily tracked.

5. Data Accessibility

Data management is a key to successful shipping and logistics management. Perhaps managing the customer’s data is strenuous, especially for orgs with a strong customer base. With the help of CRM customization options, businesses can organize, monitor, and access data in a single entity. That means the system allows to keep customers’ records like phone numbers, emails, residential details, and other relevant details in a single platform. With better data accessibility, orgs can communicate better, reduce confusion, and make improvements in their logistics experience.

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6. Analyze Sales & Marketing Performance

The sales & marketing team are unquestionably the two significant assets of a shipping logistic company. Therefore, it is a responsibility for managers to check their performance and keep them on track. CRM enables shipping and logistics businesses to get a holistic view of the performance metrics, helping them get 360° reports of their business. Best of all, understanding the business performance will allow orgs to understand the customer’s expectations and respond with internal changes if required. In exchange, businesses create a logistics experience, which will help them achieve maximum productivity, and drive more sales in the long run. 

The Takeaway

Unhappy and dissatisfied with your current shipping and logistics performance, then it’s time to upgrade! Keep in mind–shipping logistics is a strenuous process, and consistent improvement is the definite goal.

Are you looking for a Salesforce development company? Discuss your business goals with our experts at ArizTech, and get started with CRM functionalities to streamline your logistics seamlessly.