Sales Case Study
With rates continuously rising and falling across trade lanes, the business was struggling to streamline their pipline management. They required a way of generating consolidated lists of their pipeline via automation to avoid manual processing, based on a specific client profile of needs and requirements that can be autonomously paired with a cost effective and commercially viable solution for both the Forwarder and BCO.
FYI developed a solution as a CRM and Finance integration, to extract the key data points required to quantifying an ever growing list of warm leads in seconds. Proving the business a scorecard of conversion success, based on available rates, gross profit margins, desired avg. transit times and GHG (CO2) kg per kg of goods output – delivered autonomously from our system to the prospective lead notifying sales to follow up.
Deliverable:
The business intelligence analytics derived from conversion rates allowed Sales staff and the business to have a more granual insight on the effectiveness of the solutions they offer. Sales staff can now spend more time hunting new business to add to their pipline tather than farming pre-existing business. Â
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