Customer/Sales Module

Create and store customer profile information in a secure database. Access your old client history and search new client records with one click of the mouse.

Main features:

Customer Profile
  • This integrated module gives a complete customer summary. Linked directly to customer's line of credit profile, which can be autoing deducted with each transaction and linked to accounting. Customers shipping habits, volume trends, delivery and pick-up location are also provided in this module.
Quotation
  • This feature provides customers the latest freight quotation information. Customers can get an immediate price comparison on the services and prices of various carriers. Information can be sent directly to the customer via auto-fax, email and can be provided through My Cargo™.
Routing Order
  • A sample form provided to customer via auto-fax, email or online customer shipping profile. This gives customers the information needed to trace their order.
Operation Procedures
  • This extremely useful tool has 3 parts; providing customers information to 3 departments Sales, Operations and Accounting Department. This module also includes an active notes section to record customer comments and requests. Also incorporated in My Cargo™ is an auto-fax, email feature.
East Bound Cargo Volume Report
  • This report in linked to the operational module; it pulls information from various tables providing a detailed real time breakdown of customers shipping volume and habits.
    Search by: Date, Date Interval, and Sales Agent etc.
Sales Management Report
  • This tool provides vital information on the activity and progress of the Sales department. This feature assist in the decision making process by giving management a tool to analyze the sales volume of an individual sales agent, or an entire department. Information for the production levels can be generated based on the sales agent, areas of operation, date, and date interval. Detailed summary is provided on the sales of container types, service types, area of operations types.

   
 
For more information, please contact jmc@jmcnetlink.com
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