Salesdash

Salesdash CRM is a customer relationship management software designed specifically for freight brokerages and 3PL sales teams in the transportation and logistics industry. According to the vendor, this software aims to help users effectively manage their shipper and carrier relationships, increase load count, and drive revenue growth. It is suitable for businesses of all sizes, including freight brokerages, third-party logistics companies, sales teams, freight forwarders, and trucking companies.

Key Features

Pipeline Management & Lead Nurturing: According to the vendor, Salesdash CRM allows users to streamline their sales process by qualifying shippers and customizing stages to track deal progress and forecast sales. It also provides the ability to stay updated with newly won business and offers a free trial.

Team Organization & Collaboration: The vendor claims that Salesdash CRM eliminates the need to inquire about the status of a shipper by serving as the source of truth for real-time updates. Users can build custom reports for leads, deals, and activities, and schedule a demo.

Sales Engagement & Follow-ups: According to the vendor, Salesdash CRM enables users to contact shippers and carriers directly from the CRM. It also offers integration with Google or Outlook for seamless email integration, allowing users to create personalized bulk emails and email sequences. The system even suggests follow-ups for missed tasks.

Simple Workflows & Design: The vendor states that Salesdash CRM provides a user-friendly interface tailored to the needs of logistics companies. Users can keep all shipper notes and requirements in one place, progress sales without repetitive questions, and schedule a demo.

Task Management: According to the vendor, Salesdash CRM enhances salespeople's ability to secure decisions from prospects by efficiently tracking lead nurture status and progress. Users can manage tasks seamlessly within the CRM and schedule a demo.

Lead Nurturing Status Tracking: Salesdash CRM allows users to easily track deal stages, activity history, and notes for customers, according to the vendor. It aims to improve sales forecasting and provides visibility into pricing. Users can also work through the sales process with pipeline management.

Custom Dashboards and Reports: According to the vendor, Salesdash CRM enables users to build segmented reports with custom groups and fields, making data entry easier and enabling reporting based on specific business needs. Users can set custom statuses for leads and stages to facilitate effective pipeline management. A demo can be scheduled to learn more.

Google and Outlook Integration for Email and Calendar: Salesdash CRM offers integration with G-Suite or Outlook for efficient email and calendar management, according to the vendor. Users can send emails from the CRM using templates and track opens. The two-way sync with the calendar aims to improve scheduling. A demo can be scheduled to explore this feature.

Email Templates: According to the vendor, Salesdash CRM allows users to create and utilize email templates for efficient communication. Templates can be personalized to fit specific needs, saving time with pre-designed templates. A demo can be scheduled to learn more.

Email Sequences: Salesdash CRM offers the ability to build targeted email sequences for outreach, automate follow-ups, and nurture leads, according to the vendor. The aim is to improve engagement with personalized sequences. A demo can be scheduled to explore this feature.