Material available to the entire company

Thanks to BeOne CRM, the quotations are created ad hoc depending on the needs of the individual client and are recorded in the system where they can be consulted by the entire company.

Clarity and continuity of quotations and discounts

Every quotation is quantified through the issuing of a pdf file that documents its price.

Direct relationship between departments

Once confirmed, the offer becomes a file that can be managed by the operational department that then gives the go ahead to the entire shipment cycle.

Sales support

BeOne’s CRM encourages the internal organisation of the sales department, through the assignment of the client to the respective sales representative, the traffic type and the temporary assignment, with a precise evaluation of the workload.

Thanks to the linear workflow made possible by BeOne, all the information entered on the system by the sales department is transmitted to the operational department without any chance of data being lost.

Every contact with the client involves a personal negotiation with the sales agent, the details of which are usually sent by email to the operational department, which, however, often fails to pay enough attention to the communications received and ends up losing a lot of useful information.

Thanks to the CRM module of BeOne’s software solution, however, everything that the sales agent agrees with the client can be recorded directly on the system and is automatically transmitted to the operational department without any chance of error.

Vice versa, with BeOne's CRM, the operational department can consult the work of the sales department without being flooded with emails.

Without a software tool like BeOne’s CRM module, it is difficult for the management to know whether the sales department is working in the right direction or whether, on the contrary, it is encountering difficulties, for example, in drawing up offers or rates that are not sufficiently competitive.

This is why the departmental head, in order to check data and documents, has to go through the various requests and personal communications received from the individual agents via emails, telephone calls, SMS messages and chats.

BeOne’s CRM offers the manager the option, at any time, of consulting the activities of each sales agent and assessing all the data qualitatively. 

Through specific analysis functions, it is possible to:

• QUANTIFY THE QUOTATION REQUESTS;
• EXAMINE ALL THE SALES AGENTS' CONTACTS WITH THE CLIENTS AND THE RESPECTIVE FOLLOW-UPS;
• DETERMINE THE PERCENTAGE OF SUCCESS OF THE OFFERS;
• ESTABLISH THE TRAFFIC ON WHICH TO FOCUS AND CARRY OUT MARKET ANALYSES FOR FUTURE DECISIONS.

Through the use of the CRM tool of the BeOne software solution, all information recorded on the system becomes part of a shared resource for the entire company, no longer the exclusive property of the individual agent.

Any contact is saved, qualified by the system as a Lead, Prospect or Client of the company and profiled down to a very broad level of detail: the number of shipments per month, number of square metres, number of kilograms, number of twenty-foot equivalent units, potential monthly turnover, number of employees, degree of solvency are just some of the characteristics that can be compiled on the cards.

In addition to the data, all types of electronic documents, in any format, created and collected by sales agents can be archived in BeOne’s CRM. All the clients data of the company are secure, forever.

Do you already use BeOne’s CRM (Customer Relationship Management)? With the CSM (Customer Service Management), you can make a real breakthrough in quality.

While CRM makes it possible to improve relations with potential and existing customers, with CSM your company can keep a finger on the pulse of events, making it possible to improve the service offered and increase the client loyalty.

Customer Service Management (CSM) enables you to measure in real time the performance of shipments and whether the agreed schedules have been met. It works in a simple and intuitive way.

Based on the Transit Time line, the system makes it possible to know in real time whether a shipment, either imported or exported, will be on time or late, calculating the times for sending, transit and reception of the merchandise.

Moreover, CSM, in the event the shipment is late, issues an alert that gives advance warning of the postponement of the delivery.

Safe in the hands of BeOne’s CSM, a satisfied client is the basis of a consolidated relationship over time.

With the innovation introduced by Nova Systems, users can make the entry, updating and synchronisation of the standard and particular cost rates of each company automatically.

The freight costs, the surcharges and the fees for each single airline company configured for synchronisation can be acquired with a click.

A new development that guarantees numerous benefits in terms of saving time and money for the company, also reducing the possibility of making errors.