Is Workbooks CRM Your Perfect Partner?
Learn more about Workbooks CRM's capabilities:
Transport and Logistics is a competitive market — and one where the core service offered by many businesses is similar. Superior customer service can provide your firm the all-important competitive edge it needs to thrive. For this, you’ll need a powerful CRM.
Workbooks offers a CRM and marketing automation platform that:
Turns customer service into a competitive advantage
Optimizes business process to deliver customer value
Provides data insights for intelligent decision making
With Workbooks, your customer service team can deliver higher value to customers, from goods collection to delivery.
Workbooks streamlines incident management via customer self-service portals and a multi-channel agent knowledge base. This seamless customer experience builds brand reputation and earns loyal service users in the competitive logistics field.
What you’ll get:
Rapid incident resolution with regular updates
Automated routing of queries to best-qualified agents
360-degree customer activity tracking
CRM connects transport and logistics businesses across all functions. Align your marketing and sales efforts with Workbooks to manage campaigns, personalize communications and track pipeline activity all in one place.
This renewed visibility provides deeper insights into what works and what doesn’t, helping to inform forecasting and drive new growth.
A hub to manage all marketing and sales activities
Sales lead tracking across multiple channels
Tailored communications for segmented customer groups
Superior customer service is only a competitive advantage for the business that can provide it with ease. Workbooks boosts productivity through agent knowledge sharing and automated routing of queries and other repetitive tasks.
Your team can ensure SLAs are met, manage contracts for different services, and produce and analyze quotes with ease — freeing up time for more strategic priorities.
Dashboards to monitor SLAs and manage feedback
Easy tracking of margins, variable costs and surcharges
Secure and compliant data handling
Why Workbooks CRM is Ideal for Growing Transport & Logistics Businesses
Scaling transport and logistics firms need a fast turnaround onboarding with CRM to keep up with growing demand. Workbooks provides implementation consultancy that targets your specific objectives with the platform.
It also offers integrations with any dedicated systems, including ERP and logistics management solutions like OrderWise, SAP, Epicor and more.
As your customer base continues to grow, your firm will need an effective and regulation-compliant system to store, handle, and access customer data.
Workbooks is a transportation and logistics CRM built with service providers in mind, offering one-stop visibility on transaction history, transit status, expected delivery, inventory and more.
When business is growing, you may need to scale your CPQ processes to meet demand.
With Workbooks, your agents can manage variables across different routes, schedules and currencies and ensure all relevant contract and renewal details are easily accessible. This enables your team to effortlessly produce and analyze quotes.
