As a new broker looking at truck brokerage software, a key component of any software platform is ease of use. (If you can’t find what you need quickly, it’s a waste of money.) How do you know if a brokerage package is easy to use? First, you try it out. Second, you enter data to help you determine if what it reports is accurate. Take a Customer Report, for example. Does the software you’re looking for offer Brokerage Customer Reports? Is it giving you useful information?
A brokerage customer report is a report in your freight brokerage software that shows each customer’s type, total revenues, number of loads, average revenue per load and days since the last load.
Reports matter most once you have clients to track — start with developing customers for your brokerage.
Freight Brokerage Success
The only way to build a successful brokerage business is to develop recurring customers. There are several good customer relationship management (CRM) software programs that can help you track customers. The problem is – as always – double entry. You’ll enter their data in your brokerage software, and then again in your CRM, and then again in your billing software.
That’s a lot of typing. And a lot of opportunities to mess up critical details, like phone numbers or email contacts.
How do you stop that from happening? Use one software package that provides all three.
TruckingOffice Brokerage Customer Reports
TruckingOffice’s Brokerage Customer Report that shows the broker
- customer type
- total revenues
- number of loads
- average revenue per load
- number of days since last load.
This information is the key to success. You’ll know who the customers are that make you the most profit – and how long it’s been since they last used your services. That alone will tell you how your relationship with that customer is doing – and if you need to nurture it.
Or maybe you need to fire a customer. That’s hard to imagine when you’re starting a new business, but bad customers are not the foundation of a successful business.
Even if you’re working with Third Party Logistics (3PL) – TruckingOffice Brokerage can handle all your customers more than any CRM can because trucking isn’t like any other industry. You might as well get software that does it all at one price instead of buying multiple software packages.
TruckingOffice Brokerage
If you’re getting started in brokerage – either as a new broker or as an experienced owner-operator looking to expand your trucking business – you want to find the package that does what you need at a price you can afford and is simple enough to work with.
TruckingOffice Brokerage provides it all – at the touch of a button.
TruckingOffice Brokerage software is available for a free trial so you can kick the tires and discover how well TruckingOffice Brokerage works for you.
Brokerage Customer Reports FAQ
What is a brokerage customer report?
A brokerage customer report is a report in your freight brokerage software that shows, for each customer, the customer type, total revenues, number of loads, average revenue per load and the number of days since that customer last shipped a load.
What information does the TruckingOffice Brokerage Customer Report show?
The TruckingOffice Brokerage Customer Report shows the customer type, total revenues, number of loads, average revenue per load and the number of days since the last load.
Why do freight brokers need customer reports?
The report shows which customers make you the most profit and how long it has been since they last used your services. That tells you how the relationship is doing, whether you need to nurture it, or whether you should stop working with a bad customer.
Do I need a separate CRM to track brokerage customers?
Not necessarily. Entering customers in brokerage software, then in a CRM, then in billing software means double entry and more chances to mistype details like phone numbers or email contacts. TruckingOffice Brokerage provides all three in one software package.
Can I try TruckingOffice Brokerage before I buy?
Yes. TruckingOffice Brokerage software is available for a free trial so you can try it and see how well it works for you.
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