Nowadays, if you are in logistics, you probably have a lot to do. Numerous challenges that this type of companies face include timely delivery, the safety of shipments, data security, regulatory systems compliance, etc. While there is no magic solution to all of these issues, a proper CRM tool can be of great help in simplifying many of the operational duties.

To provide exceptional client service, logistics service providers need to connect with them through various communication channels, as well as have a 360-degree view of the customer’s records, complaints, offers, etc. Moreover, monitoring client orders and estimated product arrivals are essential.

Many of the LCPs find that their existing systems are not capable of fulfilling all of the before mentioned requirements. This is when the question of data migration arises.

But how does one perform a successful transfer to a new CRM? Find the answer to this question in “Automated Data Migration using Wizard” case study. Also, learn a few things about: