CRM & Adding a New Customer

CRM

The CRM Section located in the left menu contains anything that has to do with people. Our Contact Relationship Manager will help you maintain relationships and give you information about your contacts.

This section allows you to search, manage, and organize all the information related to your Customers, Carriers, Prospects, and Tasks lists created in your EZ Loader account. 

CRM SECTIONS

(Click the links to each section to see more details)

CRM Dashboard - The CRM dashboard displays an overview of the the User's sales process and is a great tool to monitor when prospecting for new customers. The dashboard is the front page of the CRM and provides an overview of everything you're doing in the sales cycle.

Customer Search & Profiles - The Customers tab under CRM on the sidebar contains your Customer list. Clicking on the Customer link will take you to the search page where you can run a Basic basic search for a customer based on name, status, city, etc. or run an Advanced search filtering certain parameters.

Carriers Search & Profiles - The Carriers tab under CRM on the sidebar contains your Carrier list. Clicking on the Carrier link will take you to the search page where you can run a Basic basic search for a carrier based on name, MC#, DOT#, city, insurance policy #, etc. or run an Advanced search filtering certain parameters.

Prospect Search & Profiles - The Prospects tab under CRM on the sidebar contains your Prospect list. A Prospect is a company that you are calling on that hopefully becomes a Customer

Tasks - This tab in the CRM menu will take you to the task page. A task can be assigned to anything in the system or nothing at all. It will remind you to do something.

ADDING A CUSTOMER

STEP 1 – ADD A PROSPECT

In EZ Loader TMS, to add a Customer into the system they must first be established as a Prospect, then promoted to customer. 
CLICK THE [+] IN THE TOP RIGHT OF YOUR SCREEN AND THEN SELECT “NEW PROSPECT”
FILL IN THE REQUIRED INFORMATION AND CLICK “SAVE & CLOSE”
You will be taken to a Prospect Profile where you can keep up with contacts, notes and even make tasks on a prospect. When you are ready to upgrade them to customer click DETAILS > PROMOTE ICON

STEP 2 – PROMOTE TO CUSTOMER

Fill the required information and either SEND ONBOARDING or SAVE
NOTE - Send onboarding will send the new customer a link that will allow them to fill or confirm all information in their profile as well as sign any customer agreement you have uploaded into EZ Loader TMS. 
This will promote the Prospect Profile to a Customer Profile
**IN ORDER TO BUILD A LOAD FOR A CUSTOMER THEY MUST HAVE CREDIT ESTABLISHED**
You must be either an accounting user or have access to credit limit to do this. If you do not have access, request credit from an admin or accounting user.

**Contact your EZ Loader Account Rep to set a default credit limit inside your account for all newly created Customers**

ESTABLISH CREDIT BY CLICKING  - ACCOUNTING > CREDIT & TERMS
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