Broker & Forwarder Enterprise Systems
Customer Relationship Management (CRM)
CRM Software Designed to Simplify Sales and Drive Business Growth.
Boost Sales Efficiency with a CRM Built for Brokers and Forwarders
The CRM functionality, offered as part of Descartes’ solution for brokers and forwarders, is built on direct feedback from an extensive customer base and is optimized to make the sales process as fluid as possible Sales teams can enter meetings with all relevant data available at the click of a button – easy to find and ready to go.
All your sales activities can be recorded, maintained and retrieved within easy-to-use screens. Features include customisable sales actions, storing agreed sales rates (ensuring quotation and invoicing accuracy) and creating sales reports on the spot. This is the one-stop shop for advancing your sales process and tracking your business growth over the weeks, months and years ahead.
Streamline Quotations, Sales and Customer Tracking with Descartes CRM Functionality
Quotations
Handle the full quotation process – record requirements, set follow-ups, email quotes via Outlook, store documents, and track acceptance.
Opportunities
Record customer trade lanes, assign expected revenue and profit, and review shipment frequency or quantity to support upselling and deal accuracy.
Sales Actions
Manage calls, meetings and follow-ups with to-do lists and reporting to support workflow, customer tracking and conversion analysis.
Dashboards
View sales activity and customer engagement by month, with insights on actions, opportunities, competition, lead sources and market sectors.
What Can Descartes Do for You?
Read how A Customs Brokerage is achieving a stellar growth trajectory using Descartes Forwarder TMS
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Discover how NorthPoint Logistics is automating workflow and improving customer service with Descartes
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Benefits
Productivity Improvement
Control of Operations
Labor Savings
Additional Resources
