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Overview

The CRM system is designed to centrally manage databases, increase productivity, and optimize business processes in the logistics sector. The system includes two user types: Internal (Company Sales) and External (Customers), with three main modules: Logistics Prices, Logistics Sales, and CRM.

1. System Objectives​

a. Centralized Database Management​

The CRM system manages pricing databases for Sea/Air, Logistics, Trucking, and CBT services, helping to provide effective investment and product management strategies.

b. Internal Purchasing Process Management​

The system provides tools to measure and manage the purchasing process, including:

  • Number of inquiries.
  • Offers and feedback.
  • KPIs for each employee and branch.

c. Increased Labor Productivity​

CRM helps reduce quotation time by storing price data for regular routes and services. These tools support sales in:

  • Sending mass introductory letters and quotations.
  • Automatically converting sales price data to the OF1 system.

d. Online Sales & Marketing Channel​

The system integrates an online sales and marketing channel with features:

  • From e-quote to booking, track & trace, and e-pay.
  • Conducting marketing campaigns such as promotional emails.
  • Collecting feedback and evaluations from customers.

2. System Modules​

Module 1: Logistics Prices​

  • Service price data (sea, air, logistics & CBT) is entered and verified by the manager.
  • Offices and partners can enter prices directly into the system without email.

Module 2: Logistics Sales​

  • Sales enter inquiries into the system. If prices are available, the tool will automatically send them to sales and customers via email.
  • If prices are not available, the system will automatically send an email to the pricing department or relevant office.
  • After receiving prices, sales can create quotations and send them to customers, applicable for multiple bookings.
  • When customers confirm bookings, the system will API with OF1 to create bookings and automatically update prices in OF1.

3. Dashboard​

The system provides detailed reports including:

  • Number of inquiries (filterable by request).
  • Number of successful quotations and bookings.
  • Volume statistics and KPIs for each position.

The Dashboard helps manage centralized data and supports the precise allocation and optimization of company resources.