Étude de cas

CRM for Logistics

Comprehensive Manuals for Setting Up Successful CRM Implementation

Exploring Actionable Solution for Logistic Companies

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Nowadays, if you are in logistics, you probably have a lot to do. Numerous challenges that this type of companies face include timely delivery, the safety of shipments, data security, regulatory systems compliance, etc. While there is no magic solution to all of these issues, a proper CRM tool can be of great help in simplifying many of the operational duties.

To provide exceptional client service, logistics service providers need to connect with them through various communication channels, as well as have a 360-degree view of the customer’s records, complaints, offers, etc. Moreover, monitoring client orders and estimated product arrivals are essential.

Many of the LCPs find that their existing systems are not capable of fulfilling all of the before mentioned requirements. This is when the question of data migration arises.

But how does one perform a successful transfer to a new CRM? Find the answer to this question in “Automated Data Migration using Wizard” case study. Also, learn a few things about:

  • CRM requirements for logistics industry;
  • Possible data migration pitfalls;
  • Convenient CRM transfer solution for LCPs.
Download this case study and learn how to facilitate the process of data migration to a new CRM solution

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The Advantages of Data2CRM.Migration

Importation automatique deCRM
L’automation assure votre transfert pour etre rapide et simple
Custom Fields Migration
Custom transfer afin de satisfaire les besoins de la societé spéciale
Démo de Migration gratuit
Test transition vous offre la possibilité d’offrir le service en action
Temps de fonctionnement de 100 % de votre tous les deux CRMs
No downtime et interruptions du processus d’entreprise
Objects et utilisateurs faisant la carte
Champs et cartographie d’utilisateurs en accordance avec les besoins d’entreprise
Sécurité de données et intimité
Les régulations de sécurité garantie de traiter les informations en privé

Plus d'études de cas

Migration to a Cloud
See is it is possible to simplify the hassle migration process for SMBs and Nonprofits and how to perform it.
CRM for Logistics
Check out the valuable CRM for logistics industry.
CRM for Telecoms
If you work with various strategies and large amounts of customer data, CRM for telecommunication is an irreplaceable tool for you.
Migration of Activities and Attachments
Find out how to perform the migration of Activities and Attachments with already migrated Accounts, Contacts and Leads effortlessly.
Data Import of Notes and Emails with Relations to Contacts
Explore how to migrate only Notes and Emails related to the Contacts of the current CRM together with their attachments.
Updated Data Import of the Products and Quotes
Check out how to perform the updated data import of the products and quotes together with the relations to accounts and contacts.
Customized CRM Data Migration of Accounts and Contacts
Discover how to perform the customized CRM data migration of the accounts and contacts and indicate the right relations between the records.
Customized CRM Data Migration with the Help of Service Packages
Find out how to perform the customized CRM data migration with the help of the personal approach to carry out the import effortlessly.
Automated Data Migration using Wizard
Explore how to perform Automated Data Migration using Wizard accurately and securely. Step-by-step tutorial.
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