Salesdash CRM

There's a list of things that freight sales teams can customize in Salesdash CRM: - account statuses - deal stages - won/lost reasons - data fields for account and carrier pages - create record forms - lead sources - equipment types - modes - special requirements - reports - dashboards Most of these can be customized in seconds from your Dashboard Customization page in Salesdash. We also host video tutorials inside the CRM on report and dashboard building. And you can always call or email us with any customization questions. Build your CRM to be best fit for the language your logistics company speaks.

7 reasons why your emails might never reach the inbox ??

How do you approach cold calling a new shipper? Steve Vest has been in freight for 20 years and shared some insights.

Subject lines make an impact for opens and replies on your emails. How often are you testing unique subject lines?

Build custom reports your way at the freight broker sales rep level, middle management, or ownership level. Salesdash allows you to build custom reports for: Accounts, Carriers, Contacts, Deals, and Activities. Add as many custom fields as needed for your reporting and segmentation needs. You can build custom dashboards for any team or role in your organization. Make them public or private. We provide six different chart options for you to select from. You can also automatically schedule any reports that you build in Salesdash to be emailed you daily, weekly, monthly. Also... logging quotes and quote reporting will be live by April.

Freight brokers: the prospects telling you “No” may be your best opportunities. Stay tuned as we have an insightful video coming out soon with Logan Dyer of Blackbox Logistics. Logan is a co-founder at Blackbox with his primary focus being training for their team of 50.

When in doubt, sort your prospects by last activity date. Call and email the ones you haven't spoken to in the longest period of time. Build your pipe ?

Salesdash aims to take the thinking out of follow-up tasks for logistics sales reps. From experience in using other CRMs, when you first log in other systems, you often have to jump through different screens and icons to get to your tasks. Your tasks for the current day are the first thing you see when you login to Salesdash. The workflow that we have is to show you: 1) your tasks for today 2) your overdue tasks 3) suggested leads which are active leads in your name with no follow-up task set This way, a sales rep can get started working through tasks quicker and allow the system to help them prioritize who to reach out to next. All while maintaining that follow-ups are in place to stay in front of your leads.

Shipper prospecting: how many follow-ups do you aim for? With Krystina Booker, Founder at Booker Transport Solutions.

If you are a split model brokerage, Salesdash gives you the option to have Shared Account Owners. This allows a primary account owner (typically an AE) to be able to add teammates as secondary owners of an account or carrier. It's helpful if: 1) You have an AE and an account manager/ops rep that work together on an account 2) If you take a team-selling approach on enterprise accounts that have multiple locations and contacts that handle their own shipping This also helps keep your reporting clean when you are running reports on each team member's accounts. You can activate Shared Account Owners in your company settings in Salesdash, if needed.