McLeod Financial Solutions — As Low as 6.75%

McLeod Software’s Customer Relationship Management (CRM) module can add integral functionality to your existing LoadMaster and PowerBroker system. The CRM module includes many of the tools to make your sales and marketing efforts more effective and organized.

Continuity in Your Sales and Marketing Efforts

Sales activities can be planned, recorded, and measured. With a configurable sales process definition, prospects can be identified and tracked through the sales process. Your activities with these parties become part of their customer profile when converted from a prospect to a customer.

McLeod CRM has a wide range of tools for your sales and marketing team:

  • Event and campaign planning
  • Event management
  • Account strategy management
  • Territory management
  • Opportunity management
  • Sales activity measurement
  • Sales call planning and tracking
  • Outbound phone call planning and management
  • Marketing campaign planning, tracking, execution, and evaluation

Part of Your Existing System (Integral not Integrated)

The new McLeod CRM module was designed specifically for the transportation industry. Because it is built from the ground up on your LoadMaster and/or PowerBroker system’s existing database, it eliminates the need for costly and complex integration and data synchronization schemes that are required to integrate third party CRM tools.

This also means that your sales team and CSR’s will have a full 360 degree view of your existing customers using the information already in the system:

  • Contacts and locations
  • Outstanding quotes
  • Current and historical orders
  • Invoices
  • Outstanding balances
  • Shipment or load status
  • Quote history and actual awards
  • Claims and OSD

All of this information is available to your CRM users with the same highly configurable data visibility and security controls you can employ now using LoadMaster or PowerBroker Responsibility Filtering.

Sales campaigns can flow directly from prospecting to qualification, to quotes, to orders, to execution seamlessly within the same system without the data errors, disconnects, or unsynchronized pieces of information that happen with external CRM systems.

Empower Your Sales and Marketing Teams

Effective use of the McLeod CRM module makes every member of your sales and marketing team more efficient. Their activities become more organized and focused. Their managers can keep better track of their efforts, and keep their teams pointed in the right direction, while measuring performance in near real-time. Your CSR’s will have a quicker and clearer view of all of the activities within their customer accounts and will be in the loop for your sales goals. But don’t take our word for it, find out what the McLeod CRM module can contribute for your company.

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