Potential Customer and Offer Processes

Potential Customer and Quotation Processes: Efficient Management with Transapp

In the logistics and transportation sector, managing customer relationships and tracking quotation processes effectively is of great importance. The Transapp Transportation Module, using the CRM infrastructure of Microsoft Dynamics 365 Business Central, enables you to easily manage your interactions with potential customers and quotation processes. This integration makes the processes of customer meetings, quotation creation, and approval much more efficient.

Potential Customer Management

Transapp allows you to manage potential customers entirely in a digital environment through a centralized system. The Business Central CRM infrastructure gathers customer information in one place and records every interaction with potential customers.

Potential Customer Process:

• Recording Customer Information: Potential customers are easily recorded in the system. Contact information, industry data, and other important information about customers are stored in the system.
• Meeting Records: All details of meetings with customers (date, subject, person, outcome) are recorded. This allows you to track past interactions with each customer and provides data for future meetings.
• Identifying Customer Needs: Based on the needs of potential customers, transportation services are determined. This will later play a key role in creating quotations.

This process ensures effective communication with potential customers and makes it easy to access information related to each one.

Managing Quotation Processes

Transapp completely digitizes the quotation process and ensures it is managed systematically. As a result, it becomes much easier to offer the most suitable quotes to potential customers for transportation services, get the quotations approved, and then transform these quotations into operational processes.

Quotation Process:

• Creating a Quotation: The transportation conditions and needs for the potential customer are determined. Based on these conditions, quote prices are created and presented to the customer. Quotations are detailed to include all cost components for transportation (distance, type of load, vehicle requirements, etc.).
• Quotation Approval: Once the customer approves the quotation, it is marked as approved in the system. The quotation approval process is fully digital, and all data is recorded.
• Transforming Quotations into Load Cards: Approved quotations are converted into load cards and included in the operational processes. This ensures a seamless transition from the quotation to the operational process, allowing the transportation process to begin.
• Operational Process: Once the quotation is approved, the transportation process begins, and the operations are carried out according to the terms specified in the quotation. Load cards are updated to be used at each stage of the transportation.

Efficient Quotation and Customer Management with Transapp

Transapp provides powerful tools that make managing customer relationships in transportation processes easier. The Business Central CRM infrastructure allows you to track your relationships with potential customers while keeping your quotation processes organized and systematic. Additionally, it ensures a seamless transition between approved quotations and operational processes. These features enhance time and resource efficiency, enabling you to manage your transportation operations faster and more effectively.