5 reasons why Brokers need to use software TMS/CRM

1. Keeping track of all your customers and records

Stay organized step by step. No matter where and how many customers a month you get, you need a way to organize them, prioritize them, label them, and find any contact info anytime / all history.  Many new brokers don’t know better. They store their customers in spreadsheets or save customers info in their phone, or even on paper, which creates a really big mess, doubles the work and increases headache. Starting a new business comes with enough headaches as is. To build a house you need tools, same goes for broker business. You’ll need a TMS and CRM systems.

2. Look professional

When it comes to sending a quote to a client, you want it to sell your offer. Imagine yourself as your customer. What kind of email will attract your attention? Right, a nice, maybe HTML template will say “Hey, we are the best in the business and provide honest, reliable services.” When you order an item online, you expect an email confirmation, ability to track step by step, with all the instructions and updates. Why would your customer expect any less? That’s how you stand out for being a professional instead of a beginner.

3. Save time

TMS and CRM system has been developed for one purpose and this purpose is to help you save time, be organized and stay on top of everything. Software companies test their product so it’s actually useful and beneficial for you and your business. Otherwise, these companies would be out of business if they were useless. You have to understand, the software companies working for the purpose of improving their product according to your needs and to keep up with nowadays market. Compare the Google spreadsheets or paper process to the past of using pagers vs using latest iPhone. Do you see the difference? Automation is the best thing that you can bring to your day-to-day tasks. The time you saved using a CRM can be spent building your business.

4. Grow your carrier network

Each time you work with a new carrier, the software will save this company into your carrier’s list. For example, if the same carrier request a load from you, you can auto-dispatch to him, without spending valuable time on searching for a new carrier, waiting for him to send insurance and accept the dispatch, etc. The system will suggest you carriers you previously worked with based on lanes. Working with same carriers and growing your own network is going to improve the quality of services and provide your customers with fast, reliable shipment.

 

  1. Help your business grow

Growing your business means staying organized, keeping track of leads or customers coming in, replying to any requests such as ETA, payment, etc. Most of customers in 2021 love automation. With CarShipIO your customers are able to monitor their order, pay deposit, receive ETA and more.  These factors will play a part in the growth of your business. Saving time on unnecessary processes will help you focus on bringing new business and new clients. You will achieve the same result much faster and with much less effort vs doing it manually.