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What We Do

We build the commercial engine logistics teams deserve—and stay with you until it delivers. From CRM to Rates & Quotes (CPQ), from Tenders & Proposals (TM&PM) to Sales Steering (SPM/ICM) and CX 360°, we combine hands-on logistics know-how with pragmatic technology to turn RFQs, relationships, and operational signals into predictable, profitable growth.

How We Help (at a glance)

  • Design & Implement: CRM, CPQ, TM&PM, SPM/ICM, CX 360°—configured for lanes, modes, surcharges, SLAs.

  • Integrate: TMS/ERP/BI, Outlook/Teams (MS Graph), SSO/RBAC—clean data in, clear decisions out.

  • Enable & Adopt: Role-based training, champions, playbooks—so the system is used, not bypassed.

  • Measure & Improve: Dashboards, targets, reviews—continuous tuning of rules, content, and incentives.

  • Automate with AI: Email-to-Quote, proposal assembly, next-best actions—human-in-the-loop, measurable time saved.

 

Our Services (End-to-End)

1) CRM for Logistics (Customer Care)

What we deliver

  • Data model that fits freight: accounts, sites, contacts, trade lanes, activities, visit reports.

  • Guided opportunity stages with next steps, approvals, and audit history.

  • Lead management: capture, scoring, routing (incl. web/portal and partner agents).

  • Outlook/Teams integration; mobile execution for reps and KAMs.

Artifacts

  • Territory & ownership rules, activity/visit templates, pipeline definitions, KPI pack.

Outcomes

  • Cleaner pipeline, faster follow-up, less re-keying, reliable coaching data.

2) Rates & Quotes (CPQ)

What we deliver

  • Rate & surcharge libraries (buy/sell), currencies, validity windows, versioning.

  • Pricing rules and guardrails; approval tiers; branded quote templates.

  • AI Email-to-Quote: read RFQs, extract lane/mode/volume, draft quotes automatically; user reviews and sends.

Artifacts

  • Rate catalogs, approval matrix, quote/win-loss repository, audit trails.

Outcomes

  • Quotes in minutes, consistent pricing, fewer errors, time back to sell.

3) Tenders & Proposals (TM&PM)

What we deliver

  • Tender intake, calendar, roles & responsibilities; Q&A and deadline tracking.

  • Lane pricing at scale: grid import, redlines, version control.

  • Proposal library and composer: approved narratives, SLAs, case studies; compliant exports.

Artifacts

  • Intake checklists, pricing grid mappers, proposal templates, submission runbook.

Outcomes

  • On-time, consistent submissions; higher hit rates without last-minute chaos.

4) Sales Steering (SPM/ICM)

What we deliver

  • Planning & target setting (top-down/bottom-up) by region, lane, product.

  • Crediting rules (owner, splits, overlays) with governance and dispute workflow.

  • Incentive plan design: commissions, accelerators, SPIFFs; accurate, on-time payouts.

  • Performance dashboards, exception alerts, coaching views and playbooks.

Artifacts

  • Plan design sheets, payout calculator, payroll export, rep statements.

Outcomes

  • Fair pay, clear focus, faster course-correction, predictable cost of sales.

5) CX 360° (Customer Experience & Retention)

What we deliver

  • Single customer view: quotes, tenders, shipments, milestones, costs, cases.

  • Health and sentiment signals; NPS/CSAT loops; executive QBR packs.

  • Customer portal for documents, updates, approvals, and secure collaboration.

Artifacts

  • 360° dashboard, renewal/expansion playbooks, portal content & roles.

Outcomes

  • Personalized engagement, proactive service, stronger retention.

Integration, Data & Security

  • Integrations: REST APIs/webhooks to TMS/ERP/BI; MS Graph for email/calendar; SSO/RBAC; audit logs.

  • Data Migration: cleanse, dedupe, map lanes and rates; staged loads with sign-off.

  • Security & Privacy: Azure architecture, least-privilege access, GDPR/DSG-compliant processing, full auditability.

Enablement & Change

  • Role-based training: Sales/KAM, Pricing/Quote Desk, Tender Desk, Service, Managers, Finance/HR.

  • Champions & office hours: local hands who drive adoption and standards.

  • Communications kit: “why now”, quick guides, in-app walkthroughs, go-live briefings.

Measured adoption: weekly active use by role, time saved per quote, approval turnaround, dispute rate.

Advisory: Digital Transformation & Growth

  • Commercial operating model: processes, RACI, governance, KPIs.

  • AI automation studio: Email-to-Quote, proposal assembly, next-best actions, smart approvals.

  • Sales growth initiatives: coverage & territories, activity hygiene, deal reviews, coaching cadence.

  • Partner/agent collaboration: secure sharing, co-authoring proposals, controlled data access.

Engagement Model (simple and proven)

  • Discover & Design (Weeks 0–2): map your flows, define KPIs, blueprint config & integrations.

  • Configure & Integrate (Weeks 2–6): set up CRM/CPQ/TM&PM/SPM/CX; connect TMS/ERP/Outlook; migrate core data.

  • Pilot & Enable (Weeks 5–8): test end-to-end; train by role; champions activated; AI Email-to-Quote to pilot users.

  • Go-Live & Hypercare (Weeks 8–10): cutover, daily triage, fast fixes; track speed, quality, adoption.

  • Scale & Optimize (10+): roll to branches, refine rules & content, tune incentives, expand CX/BI/AI use cases.

Typical first targets: quote time ↓ 40–60%, forecast variance → ±5–8%, payout disputes ↓ 50%+.

Accelerators You Get on Day One

  • Quote templates by mode, with inclusions/exclusions.

  • Tender intake and grid mappers for common formats.

  • Proposal library skeleton with governance.

  • Approval matrices and SLA defaults.

  • SPM plan blueprints and payroll exports.

  • Dashboards & alerts for managers and KAMs.

Roles We Bring (you can count on them)

  • Implementation Lead & Solution Architect

  • Pricing/CPQ SME & Tender/Proposal SME

  • KAM Advisor & Sales Coach

  • Integration & Data Engineers

  • AI/Automation Engineer

  • Customer Success Manager (CSM) and Support

Why Teams Choose Us

We’ve sat in your seats. We know the pressure of month-end, the reality of tenders, and the moving parts of lane pricing. Our mix of business and technology means we implement what works—not theater—and we measure what matters: speed, quality, predictability, and cost.

Result: one platform, fewer tools, faster cycles, clearer decisions—and a team that owns outcomes with you.