Overview
System Objectives
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Centralized Database Management
The CRM system manages a centralized pricing database for Sea, Air, and Trucking (Domestic/CBT) services.
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Business Process Management
The system provides tools for measuring and managing the sales process, including:
- Customer information management.
- Inquiry and quotation management.
- KPI tracking for individual employees and branches.
CRM helps reduce quotation time by storing pricing data for frequently used routes and services. These tools support sales teams in:
- Quick price searching.
- Automated quotation creation and sending.
- Automatic conversion of sales pricing data to the BFSOne system.
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Online Sales & Marketing Channel
The system integrates online sales and marketing channels with features including:
- From e-quote to booking, track & trace.
- Lead management for potential customers.
- Collection of customer feedback and reviews.
The system consists of three modules: Pricing Tools, CRM, and Dashboard.
- Pricing Tools
- Input/Upload pricing data for Sea, Air, Trucking (Domestic/CBT) services.
- Offices and partners can input prices directly into the system.
- CRM
- Sales staff enter inquiry into the system. If pricing is available, the tool allows sales to create quotation and send them to customers via email.
- If pricing is not available or needs confirmation, the system automatically sends emails to the relevant pricing department.
- After receiving pricing, sales can create quotation and send them to customers, which can be applied to multiple booking.
- When customers confirm booking, sales create Internal Booking and the system uses API integration with OF1 to create booking and automatically update pricing in OF1.
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Dashboard
The system provides detailed reports including:
- Number of inquiry (filterable by requirements).
- Number of quotation and successful booking.
- Volume statistics and KPI for each position.
The Dashboard helps centralize data management and supports accurate allocation and optimization of company resources.