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LOGO - the CRM Standard for the Logistics Industry
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Transport & Logistik
transport logistic

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Guided Tour Page 3 of 17
 

...all information at a glance, company as well as contact addresses...

Contact Management (customer view) - all information at a glance, separation between company and contact address …

KundenmaskeInformation

  • VAT number
  • company name
  • company details and address
  • contact data (phone, fax, email- and internet domain)
  • contact persons (salutation, title, name, function, department, contact data, additional address, language dependent salutation for serial letters/ serial emails, personal data)
  • responsible sales representatives/ departments/ etc.
  • competitors
  • commodities
  • search name
  • company details
  • payment terms
  • further information (freely definable)
  • address qualifying
  • write + adress protection
  • hidden address
  • extended keyword search
  • ABC segmentation by traffic (current, historical, potential)
  • customer status
  • remarks for special attention
  • print/show customer profile
  • unify customer entries (transfer address and all connected data)
  • customer hierarchies



Customer Hierarchy


Corporate hierarchy level of your customer and connections between companies as well as within an affiliate group can be shown.

 
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Index of the Guided Tour
  1. Introduction
  2. Management of appointments    & to dos
  3. Management of contacts
  4. Tender management
  5. Search functionality
  6. Workflow
  7. Partner, agent, and project management
  8. Key account management & potential analysis
  9. Consignee/shipper management
  10. Analysis of shipments
  11. Email, Outlook and Lotus Notes interface
  12. Reports and Statistics
  13. Analyses, reports and customer classification
  14. Campaign management
    & address revision
  15. Data warehouse
    & call center
  16. System settings & Admin-Tool
  17. Interface operative system, financial system & telephony

 


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