The 3PL Guide to CRM Success
Customer relationship management (CRM) is a technology for managing your company's relationships and interactions with customers and potential customers. Using Hubspot or Salesforce is expensive and largely unnecessary for 3PL companies who have less that 50 employees (not including warehouse staff). We created a free CRM for you to download and use on Airtable to manage the leads you are trying to sign and ship for at your 3PL.
In this guide, you will have:
Flexible Integration Capabilities: The CRM system is built on Airtable and engineered to seamlessly integrate with existing logistics, inventory, and transportation management systems, providing a unified platform for the sales team of your 3PL. This CRM enables easy "low-code/no-code" integrations, making it easy to increase operational efficiency, improve data accuracy, and offer real-time visibility into all aspects of the logistics sales process, from inbound lead to customer closed
Customizable and Scalable Solution: Tailored specifically for the unique needs of 3PL providers, the CRM system offers a high degree of customization to align with individual business processes, pipeline management strategies, and scalability requirements. Whether you're managing a small, niche logistics operation or a large, multi-faceted organization, the system can grow and adapt to your evolving needs, ensuring that you're always equipped with the best tools to manage your customer relationships.
Analytics and Reporting: Integrate your Google Analytics, Slack, and other sales tools to the CRM system to provide deeper insights into your customer behavior, sales performance, and marketing trends. This data-driven approach enables 3PLs to make informed decisions, optimize their operations for peak efficiency, and identify opportunities for growth and improvement. By understanding your customers better, you can enhance service delivery, build stronger relationships, and drive loyalty.
