Tag: Broker CRM

Five automated features that will help you save time.

(It’s like having 2 additional employees to work on small manual tasks) 

1. Powerful CRM with specific features and functions. 

All your important contacts can be stored together in one place and organized according to your needs. This allows you to have complete control and have your customers/mostly used locations easy to find. – With CarShipIO CRM you can classify your contacts according to the type of business they are, for example: Customer, Dealer, Exporter, Terminal, Port, Auction, etc. – Next step you manage the specific details of a specific contact type. You can title/name all your contacts and add them into specific groups, depending on source, communication, priority, etc. – Save the general notes, pick-up or delivery instructions so the next time you select the contact it will be the auto-populated. – Set up a Credit limit for each customer, the system will warn you when the preferred limit is excited. This allows you to build confidence with your customers, it’s like building a credit line outside in a real world.

2. File import VIN decoder quick Vehicle details lookup

We support importing PDF files from Smart Auction, Gate Pass, Adesa. Since we have been working on adding new sources, you can now import an order using a Copart Lot number and many others are coming soon. All it takes is 3 clicks to create an order with all the information populated automatically. In vehicle details there are two clickable buttons that will allow you to view:

– Picture of the vehicle

– Dimensions and specific details 

3. Automated e-mail follow-ups

When you send a quote, you have a feature called Automated email follow up. What this feature does is according, is to a schedule you set, it will follow up with the customer that you sent a quote to, 3 times, basically reminding them to accept the quote. Within that feature, you are able to choose different templates (simple or HTML) for the purpose of getting this sale. That will save you and your team a lot of time trying to figure out what leads needs to be followed up with.

4. Electronic signature 

You don’t need to bother your customers to submit any additional forms or signatures, because it’s already built it in the quote acceptance process. If you have e-sign module enabled, it will generate a PDF file with electronically signed contract attached to the order automatically. This will avoid taking extra steps to acquire the signature with the contract above and all the details about the order. Charge-back is a common issue with broker’s business.

5. Automated dispatch

The way auto-dispatch works is all your carriers are titled/marked as VIP will get a job dispatched to them automatically when they request it. This feature will save you money and make you money at the same time. It’s like having another employee dispatching jobs to carriers. You control the carriers, if they uploaded the insurance, and enable the functionality for the ones you trust.

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.