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CRM for Transportation and Logistics
 Developed exclusively for
transportation & logistics sales
 Customized for ocean, air, road,
and warehouse
 Cloud-based CRM works on
Desktop and Mobile
 SaaS CRM - Cost Effective
Subscription, Per User Per Month
FIRST FREIGHT CRM  KEY BENEFITS
 Manages companies, deals &
lane details like O / D, mode,
estimated volumes, rev & profit
 Improves global sales visibility,
performance & collaboration
 Data is securely stored in Tier 1
data centers in USA,
Amsterdam, Bangkok, Hong
Kong & Shanghai (Azure CN)
DEVELOPED FOR GLOBAL LOGISTIC PROVIDERS
FIRST FREIGHT CRM SALES WORKFLOW
Effectively manage and monitor your freight sales pipeline
DASHBOARDS FOR SALES REPS & MANAGERS
 View Sales by Sales Stage, add
Calls & Meetings, get a
snapshot of sales performance
 Main Navigation Menu
 Drill through dashboard to access
built-in freight sales reports
 Dashboards for sales reps,
managers and senior executives
COMPANIES, CONTACTS AND DEALS IN ONE PLACE
Fast, Freight-Friendly CRM provides you with complete visibility
and control over your sales activities and performance
COMPANIES AND DEALS IN ONE PLACE
View Company Details, Deals, Events, Sales Team & More
EASILY TRACK DEALS THROUGH SALES STAGES
Drag-and-drop Deals between stages to stay current
Click on any Deal to view lanes and lane details
CAPTURE LANES FOR BETTER FORECASTING
Lane details include: service type requested,
estimated volumes, revenue, and profit & origin-destination
CALENDAR SYNC IS EASY. AND FREE.
Sync Office 365, Exchange and Gmail calendars
EASILY ADD NEW CALENDAR EVENTS
 Call-Planning: Add
Meetings & Calls to
help move your Deals
forward
 CRM Calendar syncs
with your O365 or
Gmail Calendar every
2-3 minutes
NEW CALENDAR EVENTS
 Indicate the type of
event (call, meeting,
trip)
 Easily associate a
Company & Deal
 Invite your sales
Colleagues & other
attendees to join
your call or meeting
NOTES ADD VALUE TO DEALS & COMPANIES
 Share notes across your
organization on specific deals
 Eliminate deals lost in Email or
other communications
 Notes on deals help you stay
organized and on track
REPORTING TOOLS FOR DETAILED ANALYSIS
 Built-in Reports, with myriad filters
available, show all Sales Activities &
Performance!
 Activities Reports show scheduled
calls & meetings  drill for detail
 Deals reports show sales forecasts
by user and by sales stage, origin-
destination, industry, first shipment
date, and more!
DEALS REPORT WITH ADVANCED FILTERS
Deals by user, sales stage, origin-destination, industry & more!
Advanced Filters let you slice-and-dice for a clear pipeline view!
FREE CRM TRAINING & AND HELP CENTER
 Easily access CRM support from
anywhere in the app
 Help documentation available in
multiple languages
 Email your CRM Admin or
help@firstfreight.com anytime
you need assistance
SALES MANAGEMENT HIERARCHY FOR
GLOBAL LOGISTICS PROVIDERS
Granular CRM user control & security
CRM ADMIN PANEL
Easily manage users and customize dropdowns for your sales stages,
industries, company types, sales regions & more
COST EFFECTIVE SOLUTION
Specialized SaaS CRM for transportation & logistics
Choose monthly or annualized billing  per user per month
OUR PROMISE TO YOU
Performance Peace of Mind Exceptional Support
First Freight CRM
firstfreight.com
Questions? Help Getting Started?
Please contact: help@firstfreight.com
firstfreight.com

More Related Content

CRM for Logistics - First Freight CRM

  • 1. CRM for Transportation and Logistics
  • 2. Developed exclusively for transportation & logistics sales Customized for ocean, air, road, and warehouse Cloud-based CRM works on Desktop and Mobile SaaS CRM - Cost Effective Subscription, Per User Per Month FIRST FREIGHT CRM KEY BENEFITS
  • 3. Manages companies, deals & lane details like O / D, mode, estimated volumes, rev & profit Improves global sales visibility, performance & collaboration Data is securely stored in Tier 1 data centers in USA, Amsterdam, Bangkok, Hong Kong & Shanghai (Azure CN) DEVELOPED FOR GLOBAL LOGISTIC PROVIDERS
  • 4. FIRST FREIGHT CRM SALES WORKFLOW Effectively manage and monitor your freight sales pipeline
  • 5. DASHBOARDS FOR SALES REPS & MANAGERS View Sales by Sales Stage, add Calls & Meetings, get a snapshot of sales performance Main Navigation Menu Drill through dashboard to access built-in freight sales reports Dashboards for sales reps, managers and senior executives
  • 6. COMPANIES, CONTACTS AND DEALS IN ONE PLACE Fast, Freight-Friendly CRM provides you with complete visibility and control over your sales activities and performance
  • 7. COMPANIES AND DEALS IN ONE PLACE View Company Details, Deals, Events, Sales Team & More
  • 8. EASILY TRACK DEALS THROUGH SALES STAGES Drag-and-drop Deals between stages to stay current Click on any Deal to view lanes and lane details
  • 9. CAPTURE LANES FOR BETTER FORECASTING Lane details include: service type requested, estimated volumes, revenue, and profit & origin-destination
  • 10. CALENDAR SYNC IS EASY. AND FREE. Sync Office 365, Exchange and Gmail calendars
  • 11. EASILY ADD NEW CALENDAR EVENTS Call-Planning: Add Meetings & Calls to help move your Deals forward CRM Calendar syncs with your O365 or Gmail Calendar every 2-3 minutes
  • 12. NEW CALENDAR EVENTS Indicate the type of event (call, meeting, trip) Easily associate a Company & Deal Invite your sales Colleagues & other attendees to join your call or meeting
  • 13. NOTES ADD VALUE TO DEALS & COMPANIES Share notes across your organization on specific deals Eliminate deals lost in Email or other communications Notes on deals help you stay organized and on track
  • 14. REPORTING TOOLS FOR DETAILED ANALYSIS Built-in Reports, with myriad filters available, show all Sales Activities & Performance! Activities Reports show scheduled calls & meetings drill for detail Deals reports show sales forecasts by user and by sales stage, origin- destination, industry, first shipment date, and more!
  • 15. DEALS REPORT WITH ADVANCED FILTERS Deals by user, sales stage, origin-destination, industry & more! Advanced Filters let you slice-and-dice for a clear pipeline view!
  • 16. FREE CRM TRAINING & AND HELP CENTER Easily access CRM support from anywhere in the app Help documentation available in multiple languages Email your CRM Admin or help@firstfreight.com anytime you need assistance
  • 17. SALES MANAGEMENT HIERARCHY FOR GLOBAL LOGISTICS PROVIDERS Granular CRM user control & security
  • 18. CRM ADMIN PANEL Easily manage users and customize dropdowns for your sales stages, industries, company types, sales regions & more
  • 19. COST EFFECTIVE SOLUTION Specialized SaaS CRM for transportation & logistics Choose monthly or annualized billing per user per month
  • 20. OUR PROMISE TO YOU Performance Peace of Mind Exceptional Support First Freight CRM firstfreight.com
  • 21. Questions? Help Getting Started? Please contact: help@firstfreight.com firstfreight.com