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Transportation Workflow Map

Marketing director

Marketing and Promotion

Business development
manager

Logistics manager

Director of operations

Quotes and Orders

Supply Chain Management

Customer service
representative

Customer Service

Inventory manager

Warehousing

Compliance officer

Risk & Compliance
Management

HR manager

Corporate Services

Marketing and Promotion

Sales

Carriers and Rates

Load Management

Fleet Management

Quotes and Orders

Supply Chain Management

Customer Service

Warehousing

Risk & Compliance
Management

Corporate Services

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

Enhance customer retention by implementing a complete 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 forecasts in multiple dimensions by divisions, territories, load types, and other parameters.

Carriers and Rates

Carrier management

Keep third-party carrier and their rates information synchronized within the system 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 synchronization.

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

Maintain synchronized service and rate information with a digital catalog, and effortlessly create service packages that incorporate various price lists, margins, and other parameters.

Quote management

Accurately generate quotes and invoices based on consistent service, rates, and business data from a single source.

Order processing

Ensure faster order fulfillment by automating diverse order processing workflows.

Billing and invoicing

Create invoices in seconds, monitor their status, and gain full visibility into the payment process.

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

Enhance your NPS by streamlining workflows for managing satisfaction surveys, feedback analysis, and follow-up actions.

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

Develop and enforce personal data compliance workflows that align with the industry best practices and data privacy regulations, including GDPR, CCPA, and more.