About this template

Logistics Customer Success Management CRM Template centralizes client health, renewals, and proactive outreach. Track satisfaction trends and reduce churn with playbooks that scale.

What’s included

Boards

Accounts - The Accounts board allows Customer Success Managers in the logistics industry to comprehensively manage client information. It includes columns for company name, domain, contacts, deals, industry, and other critical details. This helps in maintaining an organized repository of client data, tracking the number of employees, and understanding company profiles, thereby aiding in personalized customer interactions and relationship management.
Leads - The Leads board is designed to streamline lead management. It features columns for lead name, status, contact creation, and key contact information such as email and phone. Customer Success Managers can track the last interaction and manage active sequences, ensuring no lead is overlooked and follow-ups are timely, ultimately improving conversion rates.
Contacts - The Contacts board helps manage individual contact information linked to accounts and deals. It includes columns for contact details, priority, company information, and comments. This board enables Customer Success Managers to keep detailed records of interactions and prioritize follow-ups based on the status and importance of each contact, enhancing customer satisfaction and retention.
Deals - The Deals board tracks the progress of ongoing deals with columns for deal name, stage, owner, value, and close probability. It also links to relevant contacts and accounts, providing a comprehensive view of potential revenue. This allows Customer Success Managers to forecast sales, manage deal stages, and ensure timely follow-ups, contributing to revenue growth and strategic planning.
Shipments - The Shipments board is essential for tracking the details of shipments. It includes shipment dates, origins, destinations, carriers, tracking numbers, and status updates. This board helps Customer Success Managers monitor the progress of shipments, address delays, and provide accurate updates to clients, ensuring efficient logistics operations and high customer satisfaction.
Routes - The Routes board manages the logistics of transportation routes. It includes columns for route start and end locations, estimated travel time, assigned driver, vehicle type, and status. This board aids Customer Success Managers in optimizing routes, assigning appropriate resources, and ensuring timely deliveries, leading to improved operational efficiency and client satisfaction.

Dashboards & Reports

Annual Target - This dashboard helps logistics customer success managers monitor their yearly goals, ensuring they stay on track with long-term objectives. It provides a clear view of progress towards annual revenue and customer satisfaction targets.
Monthly Target - This dashboard breaks down annual goals into manageable monthly targets, allowing for more focused and actionable insights. It helps in identifying short-term performance trends and making timely adjustments.
Average Deal Value - By tracking the average value of deals, this dashboard helps in understanding the financial impact of each customer relationship. It aids in prioritizing high-value clients and strategies to increase deal sizes.
Active deals - Forecasted Revenue - This dashboard provides an overview of ongoing deals and their potential revenue, helping managers to forecast future income and manage pipeline health.
Deal status distribution - This dashboard shows the current status of all deals, highlighting bottlenecks and stages where deals often get stuck. It helps in identifying areas for process improvements and training needs.
Actual Revenue by Month (Deals won) - This dashboard tracks the actual revenue generated from won deals on a monthly basis, providing insights into seasonal trends and performance against forecasts.
Pipeline conversion - This dashboard measures the conversion rates at different stages of the sales pipeline, helping managers to identify and address leaks in the process.
Activity tracker - This dashboard monitors all customer interactions and activities, ensuring that follow-ups are timely and that no customer is neglected. It supports maintaining high levels of customer service and engagement.
Forecasted Revenue by month - This dashboard projects monthly revenue based on current pipeline data, assisting in financial planning and resource allocation.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by deal stage, providing a detailed view of where potential income lies within the sales process.
Deals Stages by Rep - This dashboard tracks the performance of individual sales reps across different deal stages, helping in identifying top performers and those who may need additional support or training.
Deal Progress based on Month Added - This dashboard shows the progress of deals based on the month they were added, providing insights into the efficiency of the sales cycle and helping to identify patterns or delays in deal closures.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that customer success managers are immediately informed of new communications, allowing for prompt responses and maintaining strong customer relationships.
When an email is opened → Notify item subscribers with a message - This automation provides real-time updates when a customer engages with an email, enabling managers to follow up at the most opportune moments and drive engagement.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new contacts, ensuring that customer information is organized and easily accessible for future interactions and follow-ups.
When a lead is created → Set its status to 'New Lead' - This automation ensures that new leads are immediately categorized, allowing customer success managers to quickly identify and prioritize new opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - This automation keeps customer interaction records up-to-date, ensuring that managers have accurate information on the most recent communications, which helps in planning and executing follow-ups.

Frequently asked questions

How can this template help me track shipment statuses for my clients?

This CRM template provides real-time tracking features, allowing you to monitor shipment statuses and update your clients on their delivery progress promptly.

Can I use this template to manage client communications effectively?

Yes, the template includes dedicated columns for logging client interactions, follow-ups, and communication history, ensuring that all client communications are organized and accessible.

How does this CRM template assist in improving service delivery in logistics?

The template offers tools to analyze delivery performance, identify bottlenecks, and implement process improvements to ensure efficient and timely service delivery.

How can this template help in client retention for a logistics company?

By tracking client preferences, feedback, and service issues, the template helps you proactively address client concerns, enhancing satisfaction and loyalty.

Does this template support managing inquiries and service requests from clients?

Absolutely, the template includes columns for tracking client inquiries, service requests, and their resolution status, ensuring no client issue goes unattended.

Can I use this CRM template to coordinate delivery schedules across multiple locations?

Yes, the template allows you to schedule and monitor deliveries across various locations, ensuring that logistics operations are synchronized and efficient.

How does this template help with compliance and regulatory requirements in logistics?

The template includes features for tracking compliance documents, regulatory deadlines, and audit trails, helping you stay compliant with industry regulations.

Related templates

Wholesale Operations Management CRM Template

By Monday CRM

Wholesale Finance Management CRM Template

By Monday CRM

Waste Management CRM Template for for Account Executives

By Monday CRM