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Banner image of shaking hands, for Routeique blog on how customer management tools help your operations
RouteiqueJan 5, 2022 3:22:00 PM2 min read

How Customer Management Tools Help Your Operations

How Customer Management Tools Help Your Business Succeed

Our customer management solutions enable a business to go paper-free and improve customer service, even while managing an extensive roster of customers or scaling quickly. 


1. Go Paper Free

Going paper-free is a great way to make your supply chain greener, but it also brings many other benefits to organizations.

Digital customer profiles ensure that administrative teams can stay up-to-date on your customers’ preferences, level of service needed, and product requirements. When staff edit an address, location, or change the price plan, changes automatically sync across the platform so that everyone can access the most accurate information. Say goodbye to managing paper documents or disconnected notes, saving teams time and increasing accuracy.

Whether your team is working from home, on-site, or on the go, you can add new customers or edit existing profiles at any time on either desktop or mobile.

While it’s always essential for teams to have access to up-to-date, synced information, it’s especially essential in an era where companies are switching to remote work.


2. Improve Customer Service

Customer service is a vital part of any supply chain, whether B2B, B2C, or both.

In Delivering Customer Experience in the Supply ChainCMS Wire notes that while many assume that supply chain professionals focus on reducing costs, customer satisfaction is a top concern. “According to more than 400 supply-chain professionals from across manufacturing, retail and logistics service providers (LSPs), impact on customer experience (CX) is their primary concern.”

Similarly, Supply Chain Movement reports that in one survey, “(...) 61% of the respondents believe that customer experience will overtake price and product as the most important brand differentiator in the next five years.”

Our customer profiles and customer management tools help improve customer service by saving customer delivery preferences such as service window, delivery instructions and available delivery dates. This ensures that customers receive the same consistent service level regardless of their driver or order desk team member assisting them that day.


3. Scale Seamlessly 

Our third key reason for digitizing your customer profiles is based on the last one. While providing excellent customer service and maintaining accurate records without a digital solution might work with just a small number of clients, our clients have found that this process gets increasingly inefficient the more customers you work with.

Whether you are looking for a more efficient way to manage a long list of clients or starting smaller, our platform is designed to meet your current needs and scale with you.


Putting It All Together

For Routeique® users, customer management tools are just one piece of the puzzle. Most of them pair our customer management tools with some of our other features like mobile invoicing or proof of delivery.

To learn more about which of our solutions for manufacturersdistributors, and retailers can benefit your organization, get in touch through the contact form below.

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