Transportation

The transportation industry is being fundamentally redefined. As separate economies meld into a single global marketplace, customers look for transportation vendors who can provide integrated, one-stop transportation solutions.

Against this backdrop, transportation companies are increasingly turning to CRM solutions that enable them to: provide consistent pricing and customer service levels across all geographies and communication channels, improve sales and marketing effectiveness, and streamline key processes such as claims management and billing. Saratoga CRM™ offers a fully integrated suite for transportation service providers, including air cargo, parcel and express, railroads, ocean shipping, trucking, and logistics service providers.

Additionally, transportation companies can leverage Saratoga's Visual Advisor analytics to mine information captured during each customer interaction. This information can be used to effectively cross-sell and up-sell services, improve customer service and increase operational efficiency.

Benefits of Saratoga CRM:

  • Consistent, Accurate Information Sharing - Saratoga consolidates multiple databases and sources of information into a central data repository which can be updated with third-party databases and portfolio accounting systems. You can generate customized proposals and quotes and easily produce personalized customer presentations and communications. And you can seamlessly share information on customers, services, competitors and partners across field sales, telesales, and supporting organizations with anyone throughout your business sphere.

  • Prompt, Consistent Sales Followup - Saratoga CRM can automatically trigger sales follow-up activities to enforce a consistent selling methodology across all divisions and geographies.

  • Analytics and Reporting - You can access up-to-the-minute data on pipeline status, win rates, customer profitability, average deal size, and asset utilization.

  • Make Changes - Deploy pricing changes quickly and ensure consistent pricing across the organization by enforcing pricing rules by service, account, or geography. Ease the burden and reduce the cost of creating, approving, and enforcing customer contracts.

  • Improve Accuracy - Reduce order errors and rework by automating order capture and processing. Maintain the context and history of customer service interactions across channels, geographies, and teams

  • Streamline Processes - Simplify claims management and claims approvals by allowing small claims in to be settled instantly according to preconfigured business rules. Speed campaign planning and management using financial management and activity management tools.

  • Increase Revenue - Enable customer service agents to identify cross-selling and up-selling opportunities and configure the highest-margin services for a given order or contract

  • Wireless Mobility - The industry's most advanced wireless handheld capability empowers your mobile employees in the field - including drivers and engineers - with customer and operational data via handheld and other mobile devices, leading to improved productivity and customer service levels

  • Collaborate - Participate in multistage, collaborative marketing efforts across multiple channels

  • Maximize Marketing Effectiveness - Plan and execute highly personalized campaigns with the right message at the right time. Use preferred communication channels, and measure, monitor, and refine campaign performance to ensure optimal ROI.
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"The Saratoga System produced an average revenue increase of 25% during the pilot phase of the project. It also allowed representatives to increase the amount of time spent with customers and reduced the amount of time spent on administrative tasks."

Anne-Marie Clysdale Manager of Sales Automation Canada Post


"One of the main reasons that we chose Saratoga CRM was the simplicity. You don't have to be an IT expert to get excellent results. The fact that we rarely need to call the Saratoga helpdesk is a testament to the quality of the delivered product."

Grahame Newell, An Post's CRM Technical Project Manager