ACTIV RISE: optimizing logistics processes with NetHunt CRM
The company handles freight transportation of any complexity. Website: https://activerise.eu
About the Customer
- ACTIV RISE offers a wide range of logistics services.
- Ensures efficiency, accuracy, and success for clients’ businesses regardless of size or industry.
Customer Needs and Requirements
- Assistance in developing the sales business process.
- Working with multiple pipelines: cold, new, and repeat sales.
- Automation of customer-related processes.
- Integration of website applications.
- Margin calculation depending on tax in different currencies.
- Integration with messengers.
- Automatic call logging.
- Generation of PDF invoices, transport requests, and contracts.
- Dashboards and analytics in the system.
- Training for managers and the director.
Implementation
Meetings and Analysis
- Conducted 2 meetings to analyze requirements and system preferences.
- Selected NetHunt CRM and developed an implementation plan.
- Conducted 3 meetings for process audit and sales funnel development.
NetHunt CRM Configuration
- Configured sales funnels: Leads, Service Implementation.
- Custom additional fields.
- Automated tasks for managers.
- Automated tasks if the deal is pending for more than 2 days after proposal.
Integrations and Additional Settings
- Connected virtual telephony for call logging and playback.
- Integrated website applications with UTM tags for campaign analysis.
- Connected client’s email.
- Configured profit calculation based on payment type and tax.
- Configured manager’s salary calculation in the deal.
- Developed a custom dashboard in Google Looker Studio.
- Set up PDF document generation: contract, transport request.
- Configured task automation reminders.
- Configured system modules and blocks: carriers, documents, clients, sales, and leads.
- Integrated Instagram, Facebook, Telegram, Viber.
Training and Support
- Conducted 3 training sessions for managers, logisticians, accountant, and director.
- Recorded video instructions for system use.
- Provided ongoing support and assistance with additional questions, adapted new managers.
Results
Before
- Client work in various Excel sheets, making manager control impossible.
- No analytics, much time spent on report preparation.
- No understanding of sales funnel and forecasting capabilities.
After
- Configured sales processes.
- All inquiries are processed centrally in the system.
- Analytics are generated automatically, and the manager can analyze indicators in real-time on the dashboard.
- Transparent manager control and performance indicators.
Project Team
- Business Analyst.
- Project Manager.
- Developer.
Project Duration
- 2 months.
