Daily Sales Workflow

1. Lead Management & Client Creation

• Navigate to Clients > Add New.

• Input company details, contact person, and notes.

• Assign a sales rep and tag the client (e.g., “Importer - SEA”).

Use the CRM module to:

• Track all communication and follow-up reminders

• Segment clients by location, volume, or product type

• Set reminders for dormant or priority leads

✅ Tip: Use tags like “Potential FCL Client” or “VIP” for easier filtering.

2. Quotation Creation & Sending

Steps to create a quote:

1. Go to Quotes > New Quote.

2. Select shipment mode (FCL, LCL, Air, Truck, etc.).

3. Input client and shipment details.

4. Add charges (auto-pulled from Rate Management).

5. Apply markup or discounts.

6. Export as PDF or send via email directly from Freightek.

✅ You can also allow the client to view the quote through their portal.

3. Quote Tracking & Follow-Up

Sales reps can:

• View all quotes and their statuses: Sent, Viewed, Accepted, Rejected

• Track follow-up reminders for unresponsive clients

• View margin on each quote before sending

• Leave internal notes and instructions for management

✅ Sales Managers can monitor conversion rates per salesperson and client.

4. Client Portal Support

If enabled, clients can:

• Log in to search and request quotes

• View previous quotes

• Accept quotes and trigger auto-notification to sales

✅ Ideal for high-volume clients or recurring business.

5. Collaboration with Other Departments

✅ Use the comment section on each quote or shipment to leave cross-functional messages.

6. Performance Tracking & KPIs

Use Freightek reports to view:

• Number of quotes created per rep

• Win rate (quotes accepted / total sent)

• Revenue generated per client

• Follow-up delays or quote turnaround time

✅ All reports are filterable by date, branch, mode, and sales rep.

? Best Practices

• Always link quotes to CRM client records.

• Follow up on all sent quotes within 24–48 hours.

• Customize your quote templates to look professional and consistent.

• Use pipeline dashboards weekly to assess your performance.

? Recommended Sales KPIs