Get started
Solutions · Logistics – Transportation

You send the quote
then nobody knows where it went

Every quote request moves through clear stages, so you always see who owns it and what is still missing. No more deals parked at "someone must be handling it".

Real-world challenges
Quotes go out and nobody follows up
Everyone works their own way, nobody knows which stage a deal is at
Some use Excel, some use notebooks, there is no shared process
Customer lists sit on personal laptops; when someone leaves, the data goes too
A standardised pipeline with OMICALL
Customer request
→
Quotation
→
Negotiation
→
Awaiting response
→
Closed won
7 Solutions

Built around how transportation companies actually sell

From the first request to the signed contract, every step is recorded and has an owner.

01

Capture and standardise every quote request

The real problem
Requests arrive everywhere: website, email, Zalo, WhatsApp, or straight into an agent inbox
Information is scattered, so nothing is tracked end to end
The OMICALL solution
Omni Channel + CRMEvery request lands in one system
Workflow AutomationA record is created automatically on first contact
CRMStandard fields: route, cargo type, volume, timeline
Result: The whole company works from one list, nobody keeps a private copy
02

Route each request to the right person

The real problem
Requests go to the wrong person and stall
Big deals and small deals get the same treatment
The OMICALL solution
Workflow AutomationLeads assigned automatically by route or service type
CRMPrioritise deals by value and urgency
Agent ManagementClear ownership for every assignment
Result: No more lost leads or misrouted requests
03

Manage the quote, negotiation and closing pipeline

The real problem
No visibility into which stage a customer is at
Reps rely on memory, so deals slip through
The OMICALL solution
CRM PipelineCustomer request → Quotation → Negotiation → Awaiting response → Won/Lost
ReportsSee at a glance which deals need a push and which are going cold
TicketEvery customer always has a clear status
Result: Managers see the entire pipeline on one screen
04

Standardise B2B follow-up

The real problem
Reps follow up too rarely, or at the wrong time
There is no clear cadence
The OMICALL solution
Workflow AutomationFollow-up sequences at day 1, day 3 and day 7
Virtual Call CenterAutomatic task reminders for every rep
CRMFull interaction history in one place
Result: The process no longer depends on human memory
05

Control the quality of consulting and negotiation

The real problem
You do not know what reps actually tell customers
Advisory quality cannot be controlled
The OMICALL solution
Call AnalyticsRecord and analyse every call
Chat HistoryReview the full conversation
ReportsScore pricing, commitments and objection handling
Result: The business controls how its reps sell
06

Hand over and protect customer data

The real problem
A rep resigns and takes the customers along
No record of the work already done
The OMICALL solution
CRMAll data stored in one central system
Chat / Call AnalyticsEvery interaction is logged in full
Workflow AutomationInstant handover to another owner when needed
Result: Customer data becomes a company asset
07

Measure and optimise sales performance

The real problem
The real win rate is unknown
Nobody knows which stage is losing deals
The OMICALL solution
ReportsConversion measured at every pipeline stage
Agent ManagementCompare performance rep by rep
AI AnalyticsAnalyse why deals are lost
Result: Decisions based on data, not gut feeling
Conclusion

Not just another tool
to tick a box

This is the system logistics companies use to build a disciplined, sustainable B2B sales process.

A standardised B2B sales process
Full control over the pipeline
Higher contract win rate
Less dependence on individuals
Customer data protected

See it on your own shipping lanes

Find out where your customer pipeline is leaking.

Why so many requests turn into so few contracts — and how to build a sales system for logistics.

Call us+84 28 7101 0898
Gọi điện thoại
1900 0211