Transportations in containers from Europe and China. There is an old, working order management system. Required:
- Take the current system as a basis
- Simplify employee work. Easy interface
- New CRM should work fast. Very fast
After analyzing the situation, they decided to build everything on one screen. Having opened an order for transportation, the specialist got access to all necessary actions. From the beginning of the passage of the order, to the very end:
- First order details
- Preliminary costs
- Flights, loading points and dates
- Containers and data on them
- Outgoing invoices and payments for them
Thereby, we minimized transitions between pages or tabs. Staff time was significantly reduced.
The most important elements of the order, you can compress, collapse, freeing up space. Extra items do not interfere with work. The employee is focused on the current task: costing, invoicing, payment control.