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Transportation Workflow Map
Marketing director
Business development
manager
manager
Logistics manager
Director of operations
Customer service
representative
representative
Inventory manager
Compliance officer
HR manager
Marketing and Promotion
Lead management
Increase lead-to-opportunity conversion rates by automating the entire lead management lifecycle - from the initial contact to a sales qualified lead.
Campaign management
Engage your customers by designing, executing, and optimizing omnichannel marketing campaigns.
Event management
Increase brand awareness and tap into high-potential lead pools by executing effective marketing campaigns tailored for industry events and trade shows.
Loyalty programs
Improve customer retention with a full-fledged automated loyalty bonus program.
Sales
Opportunity management
Increase win rates by automating workflows for different types of sales opportunities, including contracts, online orders, FTL/LTL, 3PL, etc.
Contacts & Accounts
Easily manage your contacts and accounts via a single database and enjoy 360 view into your customers' and partners' profiles, history, and engagement status.
Field sales
Boost effieiency of field sales activties via a mobile app for scheduling, routing, visit execution, order placement, and reporting.
Online freight bookings & orders
Grow the number of online orders and customer satisfaction through automation of freight/service order placement and validation.
Sales forecasting
Create and manage forcecasts in multiple dimensions by divisions, terrirotires, load types, and other parameters.
Carriers and Rates
Carrier management
Keep third-party carrier and their rates information in sync within the system in order to easily create load tenders and optimize carrier cost.
Rates
Ensure up-to-date carrier rates information and easily apply it for load tendering, quotes/orders generation, cost analysis, etc.
Partner programs
Effectively manage partner programs for 3PL carriers and integrate with their systems or websites for automated data sync.
Load Management
Load planning
Streamline order fulfillment with automated workflows for planning and scheduling of customer orders, route planning, and expense management.
Load tendering
Optimize the cost of engagements with 3PL carriers by unifying and automating load tendering workflows.
Load status & tracking
Track loads in real time and synchronize delivery status across all logistical operations.
Routing
Address changing circumstances with adaptive load routing, automate expenses calculation, and ensure correct reporting.
Fleet Management
Fleet tracking
Improve delivery processes with the full insight into real-time fleet performance and timely contingency management.
Driver schedule & work orders
Optimize driver schedules and work orders to address changing customer demands while ensuring timely fulfillment of the existing orders.
Vehicle inspections
Ensure your fleet is properly maintained and regularly inspected, avoid costly repairs and unexpected delivery disruptions.
Fleet lifecycle management
Optimize your fleet's total operating cost by ensuring timely vehicle acquisition, repair, and replacement.
Quotes and Orders
Service catalog
Keep service and rates information in sync via a digital catalog, easily create service packages that factor in different price lists, margins, discounts, and other parameters.
Quote management
Ensure accurate generation of quotes and invoices based on single-source service, rates, and other business data.
Order processing
Ensure faster order fulfillment by automating diverse order processing workflows.
Billing and invoicing
Generate invoices in seconds, track status of your invoices, and get complete visibility into the payment flow.
Supply Chain Management
Demand forecasting
Create demand forecasts and predictive demand estimates by taking advantage of historical analytics and AI/ML modeling tools.
Last-mile delivery management
Achieve greater operational efficiency by automating planning, scheduling, tracking, and task management for your last-mile delivery workforce.
Supplier & vendor management
Build stronger relationships with partners, suppliers, and contractors by utilizing partner portal functionality with unlimited workflow automation options.
International logistics management
Streamline coordination with overseas vendors and international 3PL partners, implement cross-company cross-border service data integration, and speed up decision making process with integrated analytics.
Supply chain optimization
Continuously improve your supply chain operations by monitoring KPI data, collecting delivery incidents, and a/b testing different workflow scenarios.
Customer Service
Omnichannel helpdesk
Streamline customer and partner support via omnichannel helpdesk and self-service portals, ensure fast problem resolution and feedback loop.
Online delivery tracking
Improve customer satisfaction by enabling online delivery tracking and automating real-time delivery & ETA notifications.
Field service
Assign work orders, coordinate schedules of field service engineers, and keep in touch with your filed staff via integrated scheduling, dispatching, and communication tools.
Customer satisfaction management
Boost your NPS by automating workflows for managing satisfaction surveys, feedback analysis, and follow ups.
Warehousing
Inventory control
Ensure accurate tracking of inventory levels, avoid overspending and overstocking, and synchronize inventory movements across multiple warehouses.
Inventory replenishment
Order exactly what you need when you need it, optimize replenishment schedules, and forecast inventory levels to optimize fleet scheduling.
Distribution center operations
Orchestrate day-to-day operations of your distribution centers, reconcile inventory data, manage material receiving and storage, and analyze performance.
Warehouse machinery inspections
Ensure your warehouse machinery is properly maintained and regularly inspected, avoid costly repairs and unexpected downtime.
Warehouse safety management
Ensure compliance with industry safety standards, keep your employees healthy and productive at work, and nurture responsibility across the board.
Risk & Compliance Management
Customer privacy management
Implement personal data compliance workflows in accordance with the industry's best practices and data privacy regulations (GDPR, CCPA, etc.).
Regulatory compliance control
Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.
Legal case management
Streamline management of legal cases, ensure unified format for documents, and optimize legal-related workflows and collaboration process.
Certification development
Track, monitor, and manage certification processes throughout the entire organization to ensure regulatory compliance.
Internal audit
Manage audit workflows across all required financial, physical, and legal assets within your organization.
Corporate Services
Employee lifecycle mgmt
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Employee request management
Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)
Joint collaboration & knowledge sharing
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.
Customer success and genuine care
DB Shenker advanced its service workflows to boost customer engagement.
Skeyes leverages Creatio’s case management capabilities to ensure high-touch customer service.
DFS Aviation Services increased lead conversion by establishing sales and marketing alignment.
Air Alliance is accelerating operations by aligning five business divisions on the Creatio platform.
Related Resources
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