Vocabulary
Time savings, Creating a more efficient process allowing their team to focus on other areas of business besides freight.
Soft Dollar Savings
What are the names of online systems CSP level customers use for an inventory system?
WMS, OMS, ERP, SAP, etc.
What piece of information is vital to the 6 steps of the sale when it comes to qualifying the accounting department?
Who receives the invoices? (Meet Everyone Involved)
Would purchasing control inbound or outbound freight?
Inbound
Website
Phone
Brick & Mortar
How are orders received?
Partnering with a company that aligns with their goals and values. A partner they can grow/evolve with.
Strategic Alignment
What are two questions you ask about BOL's?
How do you generate a BOL?
Do you use your own BOL/3rd Party?
If someone cut checks for payment, what is the preferred P1 payment method?
ACH
What is the basic material that products are made out of?
Raw Materials
BOL Question for Sales/Customer Service
Do you ever create the BOL?
(Customer Service, Missed Pickups, On Time Delivery, etc.) This is any area of the business they want to track as a metric for performance. Varies by customer.
KPI's
How would you ask about variances to a shipping manager?
How often is the accounting department calling you with questions about the invoices?
What do we need to know about payments to P1 from the customer?
What are the two ways does inbound freight move? Think macro level.
Domestic
International
How would you phrase a question about quoting to the sales/customer service team?
Does sales quote the freight amount or is that sent back to shipping?
The use of Artificial Intelligence to collect, store and present data in a Business Intelligence platform giving businesses quick, easy and real time KPIs to help drive better decisions
BI Powered by AI
What is a question you would ask about tracking if they are using their own BOL?
How do you PRO your shipments if using your own BOL?
What service do we provide, in reference to accounting, that would free up their day? What do we need to know about this specific customer in reference to this service?
Free Freight Bill Audit
Who audits the bills?
What kind of question would we ask a customer if they route the freight?
Do you control it, or is it rolled up into the purchase as free freight?
What do you call the process when a company marks up the freight cost?
Cost Center
$5000 Full Functionality (Rating, Booking, Tracking, Pulls Documents): Customer can see P1 negotiated rates through their internal technology system (I.E. OMS, WMS, TMS, ERP, etc.) and can book, track, and pull docs all inside their internal platform.
Full API Integration
What are three ways a company would document a final quote?
Handwritten, Upload to a software, saved on 3rd party website
What is an example of an accounting software? How are invoices typically uploaded into a software?
Quickbooks
Excel Template
If you do control it, how is that communicated? Is the carrier contact info on the PO?
Why would a sales employee be upset about a variance?
It could be taken out of their comission