Trips
Customers can follow their own trips and the operational information related to those movements.
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KEEP YOUR CUSTOMERS CONNECTED
CRM & customer portal.
Give customers a portal to view their trips, LRs, invoices, stock, tracking and related operational data in real time.
Book a module demo
MODULE OVERVIEW
Give customers a clearer view of the operation you run for them.
Customers want to know what is happening with their stock and operational activity. When every update needs a separate call or message, both the customer and your service team spend time finding the same information. Blogixo CRM connects customer information with a customer portal, where each customer can view their own trips, LRs, invoices, stock, tracking and other related operational data in real time.
THE CUSTOMER’S OWN DATA
One portal.
One portal.
A complete operational view.
Customers can see the data related to their own business, from transport movements and documents to stock and tracking.
LR records
Give customers visibility of their related LR records within the same customer portal.
Invoices
Let customers view the invoices associated with their business and service activity.
Stock
Provide a view of the customer’s stock in the warehouse operational context.
Tracking
Keep tracking information available alongside the customer’s related movements.
Related operational data
Bring other customer-related information into the portal view according to the configured scope.
HOW THE WORK CONNECTS
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The crm & customer portal workflow.
Connect the customer relationship
Bring customer information into the same operational conversation as the work you perform. Give customer-facing teams a clearer reference when discussing stock, warehouse activity or logistics requirements with a customer.
Provide a customer portal
Give customers a dedicated place to follow their information. Map the portal experience around the services you provide and the data customers need to understand, so the portal supports a practical relationship with your operation.
Bring each customer’s operational data together
Let customers follow their own trips, LR records, invoices, stock and tracking information through the portal. Keep the view focused on data related to that customer, connecting transport and warehouse activity with the documents and updates they need.
Keep follow-up in context
Use the customer’s operational information as the starting point for service conversations. Review portal access, the information shown and the way your team follows up during the demonstration.
THE OPERATIONAL PURPOSE
A clearer connection
A clearer connection
between teams and work.
Use the module discussion to identify the handovers, information and follow-up that matter to your business.
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Give customers one view of their trips, LRs, invoices, stock and tracking
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Keep customer-facing teams connected with operational information
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Support service conversations with a shared view of the customer’s activity
MODULE QUESTIONS
A few things
A few things
you might want to know.
Have a question about your own setup? Talk to our team
What can customers track in the portal?
Customers can view their own trips, LRs, invoices, stock, tracking and other related operational data. Review the customer views and access requirements during the demonstration.
How does the portal relate to warehouse management?
Warehouse workflows provide the operational context for stock information. Review the customer portal alongside warehouse management and barcode solutions to map the complete information flow.
What should we define before rollout?
Identify the customer information to display, the users who need access and your access-control requirements. Confirm these details against the proposed setup during the demonstration.
YOUR NEXT MOVE
Let’s connect
Let’s talk
Let’s connect
your operation.
Tell us how your business runs. We’ll explore where Blogixo fits.