Sales Process Management. CompuMove’s CRM Dashboard provides an integrated place to manage all aspects of the sales cycle of new and pending orders. Shipment and Schedule Statuses can be configured to suit the unique structure of your own company’s sales team, from handling a fresh inbound lead and scheduling an estimate or survey, all the way through to generating a booked order that will appear on the schedules for your Operations department. Salesperson and move type management are supported, along with management of multiple branches or divisions. Finally, administrative oversight functions allow managers to keep watch on the entire process.
Lead and Order Importing. CompuMove’s automated Lead Import System handles inbound leads from a wide variety of sources, for both new leads and shipment orders. For leads, moving.com, movers.com, P4P, and all of the other popular lead providers are supported. CompuMove’s Lead Importer can also handle your own website’s generated leads, regardless of format – including importing itemized shipment inventory information. Booked order importing is also supported, including Relocation Management Companies, and Military DPS orders from all TSPs in both PDF and email formats. Once imported, full order detail is preserved for the life of the shipment, allowing 1-click access to the original lead information at any time. Additionally, lead source tracking is fully integrated, allowing seamless analysis of lead source performance.
Job Life-Cycle Management. The CRM Dashboard also allows management of booked orders, providing a convenient and comprehensive place to oversee booked orders as they move through their life cycle on their way to being fully scheduled orders for Operations Overseer. Military and National Account order survey scheduling and follow-up can be personalized for your company, providing the control necessary to keep in good standing with critical business partners.