Effective information, assured business

CUSTOMER RELATIONSHIP MANAGEMENT

For companies, it is vital to plan a strategy with the aim of increasing client loyalty and acquiring new market share. CRM is an essential tool for an expanding, forward-looking company.

How to increase your client loyalty?

Client Data are the corporate asset of the organisation. The quality of the data is a key factor in order to ensure the actions performed through CRM are effective for the business. This is why it is important to be fully aware of the potential of a strategic tool like BeOne’s CRM, which improves client management, the interaction between the company departments and boosts productivity.

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A unique database

BeOne’s CRM is integrated with electronic documents archiving, the Warehouse Management System and the Transportation Management System and with Business Intelligence, which enables the dashboards and tools for the creation of targeted reports to be managed. With the use of BeOne Analytics, it is possible to get to know more about the client through the extraction and analysis of data from CRM, in order to develop a personalised commercial offer.

Discover the 6 steps to improve the workflow of your company

The secret of efficiency lies in the Customer Relationship Management (CRM). Discover the six steps to follow in order to improve the management of your company thanks to the CRM of Nova Systems BeOne software solution.

RECORDS ARE THE REAL CORPORATE ASSET: what commercial data can be entered in my client records?

Inside the virtual folder (Client records), many types of data can be registered but the essential data for the analysis of the client’s potential are the following:

  • • TYPE OF ENTITY
  • • CONTACTS INSIDE THE CLIENT’S ORGANISATION
  • • PROFILING
  • • COMMERCIAL DATA
  • • COMMERCIAL AND OPERATIONAL NOTES
  • • COMMERCIAL ASSIGNMENTS
Also, how do I consult the history of each client? The BeOne CRM solution enables, through the Client Analysis function, a single screen to be consulted with all the data and commercial, marketing, operational and administrative documents by individual company name (Client).

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All your CRM in a unique database

With BeOne’s CRM, it is possible to obtain numerous documents: Spot offers, Client commercial sheets, Routing Order, Sales Leads, Relaunches Sales Leads.

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INCREASED PRODUCTIVITY

Thanks to improved client management and interaction between the business’s services, it is possible to increase productivity. As soon as a client gets in touch with your company, the sales contacts can call up the available data concerning previous activities, preferences and any other useful information.

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IMPROVED RELATIONS

It provides management with the technological tools required to optimise and boost relations with clients. All details and information concerning the client company can be consulted by any user, at any time, in order to give the sales contact a clear picture of the situation.

gestione delle offerte

MANAGEMENT OF THE OFFERS

Possibility of preparing spot offers and rates depending on the needs of each individual client. Implementation takes place in a few seconds, enabling you to save precious time. The speed of the intervention allows your company to be competitive on the market, ensuring the loyalty of the client.

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ACTIVITY AUTOMATION

Closing a sale is never a simple, immediate process. BeOne’s CRM is sales oriented and allows you to optimise the entire process. This is made possible by an optimised database and follow-ups that can be adapted to the offers so that you can concentrate on the implementation of the sales actions.

SUPPORTO COMMERCIALE

SALES SUPPORT

BeOne’s CRM favours the internal organisation of the sales department, through the assignment of the client to the respective sales representative, the traffic type and the temporary assignment, with a precise evaluation of the workload.

strategia customizzata

PERSONALISED STRATEGY

With BeOne’s CRM, the sales data are managed through the measurement of the client by turnover or potential traffic, giving management the possibility of identifying the best sales strategy, personalising it to the needs of the client.

MAXIMISE THE VALUE OF YOUR CLIENTS

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MARKETING

Flat, standardised marketing risks provoking profoundly negative fallout on the image and the corporate brand.
These days, every communication must be personalised, both to acquire new Clients and ensure existing Clients remain loyal.
BeOne’s CRM, thanks to its sophisticated functions designed specifically for your sector, makes it possible to give value to the dialogue with Clients and Partners, with obvious advantages over the standard marketing tools on the web.

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SALES

Thanks to the powerful Sales Force Automation module, BeOne’s CRM is the most complete and flexible software on the market for the management of sales networks and offers extraordinary support by significantly increasing the sales force’s performance.
Wide-ranging and up-to-date screening in real time of the sales progress for each individual channel and the capacity to govern each sales level with the most appropriate tools.
With BeOne’s CRM, you will have all the power of “sales force automation” tools and optimised corporate processes, designed to improve thesales operations.

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AFTER-SALES

Each sales activity represents a vital moment in the life of a company. Having detailed information on the sales negotiations underway and those in the past is an invaluable asset for any company.
Effectively supporting the sales force means, on one hand, providing all the operational tools required to manage the negotiation and, on the other, giving the managerial roles the tools required to evaluate every aspect, from measuring its effectiveness to an analysis of the deviation from the established targets. All this in a single software, flexible, complete and natively integrated with all the modules of the BeOne software solution.




WHAT COMMERCIAL data can be entered in my client records?

The Client Data constitute the “corporate equity” of the organisation. Inside the virtual folder (Client records), many types of data can be registered but the essential data for the analysis of the client’s potential are the following:

  • • TYPE OF ENTITY
  • • CONTACTS INSIDE THE CLIENT'S ORGANISATIONS
  • • PROFILING
  • • COMMERCIAL DATA
  • • COMMERCIAL AND OPERATIONAL NOTES
  • • COMMERCIAL ASSIGNMENTS




HOW DO I CONSULT THE HISTORY OF EACH CLIENT WITHOUT HAVING TO SEARCH FOR DOCUMENTS AND DATA FOR THE WHOLE COMPANY IN ORDER TO DO A CLIENT ANALYSIS?

The BeOne CRM solution enables, through the Client Analysis function, a single screen to be consulted with all the data and commercial, marketing, operational and administrative documents by individual company name (Client).

WHAT IS THE TYPE OF ENTITY?

BeOne CRM users segment the entity (Record) in the following ways:

  • • LEAD
  • • PROSPECT
  • • CLIENT
  • • AGENT/CORRESPONDENT



HOW ARE CONTACTS CLASSIFIED WITHIN THE CLIENT’S ORGANISATIONS?

In the BeOne CRM solution, it is possible to register Contacts of the Client’s organisation, making them accessible to its corporate departments that interface with them daily, since they are currently always difficult to find. Moreover, they are used by Communication Management users for the appropriate marketing and communication campaigns with the Client. The data that can be registered are the following:

  • • NAME
  • • COMPANY POSITION
  • • E-MAIL/TELEPHONE/MOBILE/SKYPE-ID
  • • DATE OF BIRTH
  • • TRAFFIC SECTOR AND TYPE OF TRANSPORT MANAGED




WHAT COMMERCIAL DATA CAN BE ENTERED IN THE RECORDS e-FOLDER?

In the BeOne CRM solution, in the Commercial Data section, we can enter all the traffic data:

  • • TYPE OF TRANSPORT: AIR/SEA/LAND
  • • TRAFFIC SECTOR: IMPORT/EXPORT
  • • NUMBER OF SHIPMENTS
  • • FREQUENCY (DAILY/WEEKLY/MONTHLY/ETC.)
  • • NATION/MARKET/POSTCODE/PORT/DEPARTURE AND DESTINATION AIRPORT
  • • COMMODITY TYPE



WHAT IS MEANT BY COMMERCIAL NOTES?

Commercial users of the BeOne CRM solution usually enter a commercial note on how Customer Service should quote the spot offers. At the time of the creation of a spot offer, once the user enters that record, a pop-up will emerge giving the user an indication of the quotation parameters for that particular client/transport/service.


WHAT DOES PROFILING MEAN?

BeOne CRM users activate the designated “Characteristics” function to appropriately profile the individual Client and, usually, the profiles are the following:

  • • FINANCIAL RELIABILITY OF THE CLIENT
  • • ANNUAL TURNOVER OF THE CLIENT
  • • NUMBER OF EMPLOYEES
  • • BUSINESS SECTOR
  • • FUTURE IMPLEMENTATIONS
Meaning all that demand for services that we currently cannot deliver, for example, warehouse logistics, which we are however planning to implement in the near future.

HOW IS THE COMMERCIAL ASSIGNMENT HANDLED WITH EACH CLIENT?

The BeOne CRM solution enables the key branch to be assigned that manages the Client and several Commercial assignments (for different services) for each individual client, for example:

  • • AIR EXPORT: SALES MANAGER 1
  • • AIR IMPORT: SALES MANAGER 2
  • • LAND IMPORT EXPORT: SALES MANAGER 3
  • • SEA FCL: SALES MANAGER 4
  • • NATIONAL: SALES MANAGER 5

MAXIMISE THE VALUE OF YOUR CLIENTS

Thanks to BeOne’s CRM module, all the data and paper documentation can be stored inside a single virtual folder (e-folder) that represents the client/prospect/lead records, thereby eliminating all the bundles and files scattered throughout the organisation or the individual PCs. Any file type (*.pdf, *.docx, *.xlsx, *.jpg, etc.) can be archived (through upload or drag and drop) directly in the appropriate records e-folder:

  • • CLIENT RELIABILITY DOCUMENT PRODUCED BY THE RATING COMPANIES
  • • LETTERS OF INTENT (FOR ITALY)
  • • RATES SUBSCRIBED BY THE CLIENT
  • • PROTOCOLS WITH THE CORRESPONDENTS

How much time do you lose in adjusting and varying your rates?

The BeOne CRM solution enables the variation of the adjustments to be done automatically, based on a deadline or on the definite date for these adjustments. With the parametric variation, a percentage of the entire rate can be varied with a few clicks of the mouse, on the sections down to the individual element.

How can I communicate the contract to my client without sending an additional email?

BeOne CRM enables, as well as sending an email, the bulk publication on the portal dedicated to the Client. Acceptance by the Client can be archived electronically, both at the data and document levels.

How is a spot offer quoted respecting the client rate?

The BeOne CRM solution enables the creation of a spot offer or rate in a few seconds, since the acquisition of the majority of the Client’s requests very much depends on the time the offers are received.

Can I monitor the status of my offer?

The BeOne CRM solution enables events to be created that oblige the business to give feedback on the status of the offer (follow-up in the case of spot offer or reminder in the case of charges). The status can be monitored in real time and the same is true for the results of the offers, for example: accepted, annulled (giving the reason), rejected (giving the reason). All feedbacks and results can be analysed with the use of Business Intelligence tools.

CRM module:

Technical specifications

Read the technical specifications about the Customer Relationship Managementmodule of our software platform.

CRM: Sales Force Automation

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Prospect and Acquired Customer Management

Management of a single data archive, with the possibility of differentiating prospect customers from those acquired, and with the ability to change of status from prospect to acquired

Contacts Management

Management of all the relevant people within Customer data, with integration to Voip tools

Data Quality on Master Data and Contacts

Capability to manage data quality both on customers and contacts data, with tools to highlight and avoid redundant data

Rates Income / Standard Management

Management of customer's special income rates, with the possibility of using standard articulated rates

Parametric Rates Changes

Automatic rate changes with different criteria selection of rates and rates lines to be changed

Spot Offers Management

Management of Spot Offers for specific shipments with the possibility of offers fully calculated or with variables based on shipment data

Procurement Tool

Smart features research of the cost rates for identifying the best purchase rates

Team & WorkGroup Management

Management criteria of sales activity, through the figures of master and controlled salesmen, and belonging to different Work Groups to manage activities and alerts

Sales Reports

Managing contacts with customers, with the function of sales reports and their follow-up

Commercial Activities

Qualification of customers through indicators fully managed by the user, for a focused comercial activity

Integration with Business Intelligence

Native integration in the product with ready to use dashboards or with tools for creating any report of Business Intelligence

Integration with Document Management System

Native integration with Documents Management System with the possibility to use the services for Electronic Fiscal Archives

Integration with Collaboration Platform

Management activites of mass marketing or targeted marketing commincations through tools managed with the Collaboration Platform

Integration with Activity Agenda IM and Chat

Generation of its own activities or delegate tasks to a person or to a WorkGroup, linked with any application objects

CRM: Buying Force Automation

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Suppliers administration

Administration of a central personal information database shared with clients, in order to achieve suppliers qualification and quality certification

Contacts administration

Administration of reference people included in a supplier database and Voip tools integration

Administration of price/standard rates

Administration of price rates by supplier with the option of using articulated standard rates for mass prices

Import and update of price/standard rates

Step by step guide to import suppliers rates by using spreadsheets

Automatic variation rates

Several criteria for rates selection and rates lines to modify make possible an automatic variation of rates

Interaction between sales and buying departments

Interaction between sales and buying functions to achieve ad hoc quotations from suppliers

Native integration of Business Intelligence

Native integration of available Dashboards or tools for the creation of any Business Intelligence report

Native integration of files electronic storage

Substitute retention services are available

Activity agenda IM and chat integration

It is possible to generate your own activities or assign activities to someone or to a work group. The activities can be connected to any application object

BeOne Air Sync

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BeOne Air Sync

BeOne Air Sync is an add-on for the CRM (Customer Relationship Management) module of the BeOne Cloud Forwarding Suite; it permits the automatic insertion, up-dating, and synchronization of standard cost tariffs and the details of air companies.

You will be acquiring the freight costs, additional charges, and the proficiency of each individual air company programmed for synchronization.

 

Communication Management

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Marketing campaign, mailing list, newsletter

Creation of marketing campaign, newsletter and others messages by standard or HTML e-mails, or SMS

Integrated data mining

Data mining tools for the creation of different mailing lists generated from personal and traffic data, offers and rates.

Administration of distribution lists

It’s possible administrate public, private or shared distribution lists for every marketing activity

Unsubscribe central administration

Clients automatically administrate newsletter unsubscribe through a notification to the reference work group

Automatic messaging administration

Automatic emission and forwarding of messages from specific actions generated from inside the system

Files electronic storage integrated

E-mails contain dynamic links to system generated files

Collaboration platform integration

E-mails contain dynamic links to the application object related to the e-mail itself

Collaboration Platform

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Spot offers administration

Clients can request spot offers on line. Accesses and requests are memorized and work group receive a notification

Self-quote administration

Clients can elaborate a quotation from traffic data by using specific or standard rates. All self-quotes are memorized

Publication of preferential/standard quotes

Rates can be publicated with option for highlighting of rates updates

Pick-up orders administration

Clients can request the shipment pick-up on line. A notification will be sent to the work group

Administration of a preliminary file

Clients can order shipment pick up on line and insert the shipment dossier’s principal data

Tracking and Tracing

Clients can track and trace their shipment on line

Result of shipment and delivery proof upload

Correspondents can insert the delivery data of their shipment on line and upload them on iPod

Electronic document publication

Clients and suppliers can consult electronic documents on line

Profit Share

Correspondents can fill the profit share part within their authority

Warehouse on somebody else's behalf

Depositors can consult warehouse state and stored products

Activity IM and chat integration

It is possible to generate your own activities or assign activities to someone or to a work group. The activities can be connected to any application object.

KPI publication with Business Intelligence

t’s possible to post ad hoc dashboards that summarize traffic data and performance indicators

Business Intelligence

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Native integration

It’s possible to launch a BI session directly from an application object restricting data search by client, country, market, service, etc. Centralized configuration of the reports all users can recall.

Independent creation of reports on demand

The final user can create ad hoc reports

Report sharing

Users can share ad hoc reports

iOS tablets and Android

Creation of ad hoc reports for tablet

Integration of External data

Reports can be integrated with imported data (wages, etc.)

Data daily refresh

Database updates every night

Collaboration platform integration

It’s possible to post ad hoc dashboards that summarize traffic data and performance indicators

Activity, Agenda, IM and Chat

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Administrate your own activities

You can create activities for any application object (f.e. client, rate, offer, shipment, pickup, etc.). It’s possible to note facts on the time line and manage activities progress.

Gestione Attività Pervenute

Attività o parti di attività create da altri utenti legate a qualsiasi oggetto applicativo. Possibilità di gestire lo stato di avanzamento e la chiusura dell'attività stessa

External activities managing

It’s possible to follow the progress and the closing of an activity created by other users and related to any application object

Reminders and planning

It’s possible to plan activities beginning and administrate their reminders

Centralized alert for activities

Client’s own activities, external activities and activities created by the collaboration platform or by system events converge in one notification centre which starts Instant message sessions related to any application object

Agenda administration

It’s possible to generate an activity in the personal agenda

Integrazione con il Collaboration Paltform

A person or a work group can receive an activity automatically created after actions started in collaboration platform (quotation order, self-quotation, etc.)

The Steps to Arrive at Go Live

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Subscription

Sign the contract by choosing the modules that best fit your business needs.

Approaching the project
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Migration

The migration of your data is done in coordination with our Project Leader, in total security.

Data transfer
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Formation

Thanks to the “Novacademy” project, our specialists will guide your Key Users in the BeOne world.

Visit Novacademy
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 Go-Live

Now you can focus on your core business. BeOne will take care of everything else.

Explore the Solution

Discover the total integration of BeOne

Click on the images to know into detail the specifications of each BeOne’s Suite module. The different applications refer to only one database, where they work in synchronization to recall data, their elaboration and archiving, avoiding duplication of information and misalignments. The BeOne solution is completely integrated with the activities demanded of shipping agents and logistics operators, ensuring the flexibility that sector operators require.

Click on the list below and discover the integration among the modules

NOVA SYSTEMS
IN DATA

Nova Systems Services S.r.l.  |   info@novasystems.it  |   T +39 045 878 8211  |   Cap. Soc. € 103.480,00 i.v.  |   C.C.I.A.A. VR N. 251355  |   Trib. Reg. Soc. N. 40176  |   Codice SDI: T04ZHR3  |   P.IVA 02639010236