Trans.eu group is one of the European leaders in providing IT services for the transportation industry. The operator of Europe’s largest freight exchange processing more than 120 million tender loads per year. In 2015, the company began searching for the information system of CRM with a focus on elements such as flexibility, intuitiveness and modernity. One of the main technical criteria was the ability to integrate with internal CRM systems of the company and the potential expansion of the platform with new areas such as Electronic circulation of documents with the possibility of independent creation of paths and reports.
Among the many tools available on the domestic market, the company has set to work with Baseline-home system vendor class EAS. In 2016, the company Baseline conducted a thorough analysis of the needs for adjustment tools to the needs of the company and successfully implemented a system Baseline ™ CRM support the processes of acquiring and managing customers.
In the subsequent stages of the planned expansion of the Baseline platform ™ with more items such as Electronic documents. It is also planned to implement the system in the various branches of the Group Trans.eu throughout Europe.
The first stage of the implementation of the assumed mapping in module CRM Sales process based on Leads and opportunities and integration with key internal system of the company. Due to the fact that traders are working away from the Office, have been prepared a dedicated mobile application functionality such as logging phone calls or geolocation routes with the option to view on the Google map. An essential part of the deployment was to adapt the reporting module for both business personnel and managers.
Stage I (done)
Android mobile app
Stage II (planned)
Electronic Document Management System
Internal CRM system
Automated sales process and organized database of potential customers. Improvement of work and access to sales information for traders residing outside the Office. Improvement of its decision-making on the basis of the implemented mechanisms for reporting and control.