Development of an Online Logistics Quotation Platform with CRM Integration

The client requires a comprehensive digital platform to facilitate online quoting of international freight services, which is currently manual or fragmented. This hampers operational efficiency, limits business opportunities, and impedes seamless integration with their customer relationship management (CRM) systems for effective commercial management.

A leading international logistics provider specializing in freight transportation and logistics management, aiming to streamline their quotation process and enhance commercial management.

• Implement a digital platform enabling users to generate online quotes for freight services from the USA to global destinations.
• Integrate the digital quotation system with the existing CRM to support streamlined commercial management and customer engagement.
• Enhance the operational efficiency and accuracy of freight quotations, reducing manual effort and time.

• Online quotation calculator supporting various freight options from the USA to international markets.
• User authentication and role-based access control.
• CRM integration for automatic lead and opportunity management based on quotation activities.
• Admin panel for managing freight rates, surcharges, and other pricing parameters.
• Responsive design for accessibility on multiple devices.

• CRM system for customer management and sales pipeline updates
• Pricing databases for current freight rates and surcharges
• Authentication systems for secure access
• Analytics tools for monitoring usage and performance

• System must support high concurrent usage with minimal latency, e.g., sub-2 second response times.
• Secure handling of customer data with compliance to relevant data protection standards.
• Scalable architecture to accommodate future growth in users and data volume.

The new digital quotation platform is expected to significantly improve operational efficiency, reduce quote generation time by up to 50%, and increase business opportunities by enhancing customer engagement. Seamless CRM integration will enable more effective sales pipeline management and tracking of quote conversions, fostering growth in international freight transactions.