Case study

CRM for Logistics

Comprehensive Manuals for Setting Up Successful CRM Implementation

Exploring Actionable Solution for Logistic Companies

Download Now

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

Let’s talk about how we can work together

Schedule a Call

The Advantages of Data2CRM.Migration

Automatically CRM Import
Automation assures your transfer to be swift and simple
Custom Fields Migration
Custom transfer to meet the special company requirements
Free Sample Import
Sample Import offers you to observe the service in action
100% Uptime of Your Both CRMs
No downtime and interruptions of the business processes
Modules and Users Mapping
Fields and users mapping in accordance with the business needs
Data Security and Privacy
Security regulations guarantee to treat the information privately

More Case Studies

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
Explore why CRM solution is actionable for the logistics industry. Get known how to become a CRM user right here and right now.
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.
Next

To continue using this website, you have to allow cookies in accordance with our Cookie Policy.

×