This course covers CRM management, quotation analysis, call history tracking, and vendor invoice monitoring in freight forwarding operations.
Learners will understand how to manage customer interactions, analyze pricing structures, and monitor operational expenses through structured reports.
The course supports better sales coordination, customer relationship management, and financial control within logistics operations.
This course equips learners with the knowledge to create and manage client data during enquiry and quotation stages while ensuring accuracy and consistency across workflows.
It also covers the process of generating quotations and managing warehouse operations through location-wise Goods Receipt Note (GRN) reporting.
By connecting client management, sales processes, and WMS operations, the course enhances efficiency, reduces data duplication, and improves overall operational control.
- Fresa Gold, from rate setup and conditional pricing to workflow approvals and optimization.
- Accurate, competitive, and profitable quotations while maintaining compliance and efficiency.
- Practical skills to reduce errors, speed up customer response times, and improve conversion ratios for better business outcomes.
- Learn how to manage bookings efficiently using Fresa Gold, the specialized ERP software for freight forwarders.
- This module provides a comprehensive introduction to the booking process, helping users streamline operations and minimize errors when reserving space with carriers.
- Learn how to efficiently create and manage enquiries in the Fresa Gold module.
- This course provides a step-by-step guide to entering customer details, tracking requests, and optimizing your enquiry management process.
- This course provides a step-by-step guide on creating a quotation in Fresa Gold, a freight forwarding and logistics software.
- Learn how to input customer details, configure charges, generate quotations, and manage approvals efficiently.