Product Description

In the maritime transport sector, there is a normal flow of information and work relatively to pre-sale process, describing the usual procedures since the client’s first contact until the establishment of sales contract. All these base procedures were thoroughly analyzed to develop a set of new features, like add-ons to main MS Dynamics CRM.

So, there is a generic workflow, described below:

• First contact: Usually made by phone, e-mails, meetings, cross-selling, faxes and all sort of specific information sent to client (e.g.  newsletters).
• Leads creation:  After the first contact was made with the client, we are ready to create a lead, with the possibility of also creating a new account/contact in the database. This new Lead can be assigned to a specific employer on the organization.
• Opportunity Creation: If a lead is qualified, it means that a business opportunity exists now, with more specialized information about the client and about the possible sale.

The followed strategy was based on specific data type usually gathered about a client and his orders, regarding the pre and post sales process of this type of business. With this approach the shipping agencies can enjoy some benefits, like:

• Gather and structure specific information (shipping / financial) through the integrations of existing software.
• Specific data analysis based on elaborated reports depending on your needs.
• Multi-currency support.
• Detailed geographic information with access to maps.