Creating quotations: a task that may seem simple, but in reality it is different. The danger
of faulty quotations lurks. Dynamic rates, complex pricing structures and managing
fragmented data. All these features make preparing an accurate quotation time-consuming and error-prone. Many companies still rely on static Excel matrices, leading to inefficiency, missed sales and costly mistakes. Time to say hello to this!

With Simply Deliver’s advanced CRM and Quotation Module, this is a thing of the past. Through smart automation and real-time insight into rates and margins, you speed up the quotation process, improve accuracy and maximise your profitability. Less manual work, more control and a seamless connection to your logistic processes. Ready to transform your quotation process?

In this blog you will discover:

• The challenges in the market;
• How Simply Deliver defies these challenges;
• How you save both time and costs with a CRM and quotation module.

The challenges in the market

• Manual and time-consuming quotations

Many logistics companies produce last-minute quotes based on static Excel lists, in which rates are manually looked up. This process is prone to errors and unnecessarily time-consuming.

• Complex pricing structures

Quotations are often provided by e-mail or even over the phone, leading to a loss of overview. This complicates the follow-up and ensures that valuable leads are not always converted into profitable deals.

• Delay in sales and follow-up

Planners, drivers, and customers remain connected within the fleet management system. Updates, changes, and notifications are shared instantly, eliminating miscommunication.

• No real-time insight

Changes in purchase prices and transport options are not visible in traditional systems. As a result, companies do not move quickly in case of cancellations, route changes or price fluctuations, leading to missed opportunities and rising costs.

• Changing customer expectations

Customers no longer want to wait for a quote; they expect instant insight into fares and available routes. Manually searching for the best price and route option takes too much time and makes a logistics company less competitive.

How does Simply Deliver defy these challenges?

Simply Deliver has developed an advanced CRM management system and Quotation Module that helps logistics companies streamline their quotation process. This module offers numerous smart features to ensure speed, accuracy and flexibility.

1. Fully automated quotation calculations
With Simply Deliver’s module, sales staff only need to enter the departure and destination location. Based on all imported rates, contracts and operator schedules, the most efficient and cost-effective route is calculated, including CO2 emissions and possible alternatives.

2. Real-time updates and bulk adjustments
Purchase prices and transport options are constantly changing. Simply Deliver offers integrations with market pricing platforms such as Transporeon Market Price, Railflow ICB (IntermodalCapacity Broker) and PTV, ensuring that all prices and schedules are updated in real-time. This avoids issuing outdated or incorrect quotes.

3. Automatic deviation detection and signalling
When an operator changes its rates or routes, the system immediately signals the impact on open quotes and bookings. This allows companies to act proactively and avoid unnecessary costs or lost turnover.

4. Clear margins and profit optimisation
Automated Maut Calculation and Margin Analyses immediately show whether a quotation is within the desired margins. This prevents employees from accidentally issuing quotations below the market price, resulting in money being lost.

5. Efficient management of customer and contract information
The module provides a Control Dashboard in which all current quotations and contracts can be viewed. Thanks to features such as the Task List, Call List, Offers Due Date and Lost/Win Ratio, the sales team can easily prioritise and follow up.

6. Direct customer interaction and integrations                                                                                                            Clients can request rates, generate quotations and approve them directly via the Client Portal. This speeds up the sales process and increases conversion. In addition, the system integrates with Microsoft Outlook, Google G-Suite and Microsoft Office Calendar for a seamless workflow.