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    Updated Release of Hitachi CRM for Transportation

    The Hitachi Solutions team is very pleased to announce the latest update to our CRM for Transportation package. Hitachi  CRM for Transportation, is designed for organizations that are looking to manage their customer relationships, as well as their business processes. Designed with the business development and relationship development needs of a Transportation organization in mind, CRM for Transportation helps organizations have real-time insight into the opportunities they’re working on and other potential opportunities to pursue.

    With this package, as a sales manager I have visibility into my customer accounts and understanding of  key revenue metrics, shipping and lane information, and opportunity information that allow me to make the best decisions possible for my customers and organization. I can also see key service information at the account 360 that allow me to be better informed on exactly what is going on with shipment delays, lost cargo, and other issues for sales calls and on site customer meetings.

    The 2016 Transportation release includes the following industry specific modules: Transportation Sales (Business Management) and (Transportation Services). Allow me to take this opportunity to talk about what’s included in each modules.

    Transportation Sales

    The purpose of the Transportation Sales Module is to manage potential opportunities, understand lane forecasting and activities for better decision making, manage contractual agreements and renewals, while still keeping a 360° view of customers and prospects in one view. The latest release includes updates to business process flows and workflows in Microsoft Dynamics CRM. This allows for change in opportunity process based on values selected in the in the business process. As a Sales Manager I can make selections that change the quoting and pricing proposal process. Based on the selection workflows fire and notify key business users in the process about actions that need to be taken as well as sending notifications out of the system to specific customers or prospective contacts.

    360° View of Customer

    360 Degree View

    Actionable Workflows in the Business Process

    BPF Actions

    Lane Forecast

    Transportation forecasts enable planners to shift from reacting to orders to proactively managing capacity. By synchronizing transport forecasts with manufacturing and distribution plans, your entire company can respond to the same demand signals.

    Lane Forecast Information

    Lane Forcast

    Lane Activity

    Integrating the lane activity and shipment data with CRM allows sales users the ability to perform ad-hoc analytics on customer specific data.  This enables CRM users to better prepare for customer meetings and have access to this information from any device.

    Lane Activity

    Lane Activity


    Any location where freight and passengers either originates, terminates, or is handled in the transportation process. Terminals are central and intermediate locations in the movements of passengers and freight. They often require specific facilities and equipment to accommodate the traffic they handle. This information integrated with CRM allows for the user to understand specific inbound and outbound activities, which type of terminal it is, and the revenue and commodities associated with it.

    Terminal Information

    Terminal Information

    Transportation Services

    The purpose of the Transportation Service Module is provide a 360° view of the customer when working through a specific service request. Applying a set of queues and routing rules in the service process can help you easily manage service issues within your organization with a dedicated service team. By using the business process flow in CRM you can implement a true resolution process that can surface key relational data points like associated service requests and closed sales, commodity type, shipment type, and contract information.

    Hitachi Solutions CRM for Transportation Services Module comes with a pre-configured process that helps guide the customer service agent through the service resolution process and quickly identifying recent service requests and key shipment information that is related to the service request. Understanding recent service history as it relates to a customer can help the service representative make better decisions on the fly and understand possible trends in service requests. This paired with the understanding of which lane a shipment might be associated with can be helpful in coming to a timely resolution.

    Service Request One

    Service Request

    Service Request Two

    Service Request 2

    For information on Hitachi CRM for Transportation and to get the conversation started with our team please send us an email at