|
The User Group Conference is back (details below) and we are busy building the program. We are planning on covering some tried and true topics while also featuring sessions on AI, analytics and possibly even robotics. Our goal is to not just schedule seminars on how to better use the FACTS suite of software but to also take a close look at pressing industry issues and trends as a whole. In other words, we are working hard to make sure that this is one meeting you do not want to miss! Registration is open.
In addition to info on the User Group, you'll also find an interesting new product announcement and our always beneficial Tip of the Month.
Our Short Hauls section features industry news and CLI tidbits that we think you'll find informative.
Thank you for reading. Enjoy the issue.
|
|
|
Ward Transport and Palmer Dedicated Logistics Join CLI's Roster of Clients
Ward Transport & Logistics Corp. recently became a CLI client and they are in the process of adding the very robust and versatile FACTS rate engine to its internal system. Ward, among the largest LTL carriers in North America according to Transport Topics' annual listing, is located in Altoona, PA.
Family-run and now in its fourth-generation of leadership by the Ward family, Ward specializes in LTL freight while also offering warehouse, brokerage, and dedicated services. With over 1,400 employees, Ward is a powerhouse in the industry and a respected and well-known brand. Carrier Logistics is pleased to be associated with Ward and we welcome them onboard!
CLI is happy to announce that Palmer Dedicated Logistics has recently signed on to use FACTS as their transportation and freight management system. Palmer, part of the The Sullivan Companies located in Westfield, MA, offers turn-key transportation capabilities nationwide that many of the world’s top Fortune 500 companies rely on every day.
In business for over 70 years, Palmer is fully equipped to meet or exceed the requirements for on-time, reliable and cost-effective transportation services as their operations are supported by a dedicated staff and the latest technology, now enhanced further with the addition of FACTS. Welcome Palmer!
| | |
 | |
CLI's A/R Risk Analyzer Named One of
HDT's Top 20 Products of 2024
Carrier Logistics is on the list of groundbreaking and innovative companies recognized by Heavy Duty Trucking's 2024 Top 20 Products list. The product recognized by the staff was the recently released A/R Risk Analyzer.
The A/R Risk Analyzer uses Artificial Intelligence (AI) to identify at-risk accounts, which conserves valuable company resources and reduces bad debt. The AI-driven product looks at accounts receivable records much the same way that an experienced A/R manager would, focusing on such factors as account age, payment history, open balance trends, and activity for each customer. The system does this automatically, and it can focus on all accounts, all the time. That means even small balance accounts with a potentially elevated collections risk that might otherwise have slipped through the cracks are brought to management’s attention before they turn into a collections problem.
Products that made this year's list are chosen based on how well they address the following criteria:
- Innovation
- Ability to address industry issues
- Potential to help fleets’ bottom lines
Contact CLI for information on the A/R Risk Analyzer.
To read the HDT Top 20 Products article, click here.
| | | |
|
CLI Hosts Dinner at SMC3 Event
At the recent SMC3 JumpStart conference in Atlanta, CLI hosted a special, by-invitation-only dinner at the beautiful Ray's on the River restaurant. The event was an opportunity for CLI to bring together clients, partners and select prospects for an evening of networking and fun. Thanks to all who attended.
| | |
|
CLI Recognizes 3 Employees for Long-Term Service
CLI honored three staff members at the end of 2023 for their long-term service to the organization.
Dale Eggebrecht, a senior EDI manager, was recognized for his 10 years of dedication to CLI.
Herambh Tripathi, who celebrated 17 years of employment with CLI in 2023, received a 15-year award. Herambh works in the Operations Programming department and was recently promoted to director, Software Development.
David Russell, who began his career with CLI in 2001, was honored with a 20-year award. David who is one of CLI's top-notch MIS staffers, has been helping clients around the clock, solving issues and delivering superior customer service for over two decades.
Congratulations Dale, Herambh and David!
| |
User Group Meeting to be Held October 24 & 25 in Chicago | |
|
CLI will hold its User Group Conference at the Royal Sonesta Chicago Downtown. The theme this year is “Take Charge,” and will focus on how trucking companies and trucking staff have the technology and resources at their disposal to affect real, positive change at their respective organizations. The meeting will feature thought leaders from within the company and across the industry to give innovative educational presentations that will focus on:
- Achieving Results
- Creating Value
- Exceeding Expectations
The conference will incorporate sessions devoted to the functionality of FACTS, CLI’s highly-regarded transportation management system offered throughout the world with a focus on both administration and operations. The meeting will also include engaging tips and how-tos, hands-on sessions, new module introductions, a supplier showcase, expert-led industry seminars and networking receptions.
The conference, which took a hiatus due to COVID, is back this year and CLI is expecting a sold-out event. Attendance at the conference is free to all CLI customers. The registration fee for non-customer transportation companies will be $995.
For additional information on the user group, including online registration and exhibiting packets, click here.
| |
|
Carrier Logistics Automates Delivery Scheduling
LTL carriers now have a text-integrated customer-centric solution for managing a growing number of residential deliveries
| |
CLI announced its Residential Delivery Automation System: Appointment Automation. LTL carriers can enable the text-integrated solution in their CLI FACTS software to manage final-mile delivery operations more efficiently and effectively.
“With our Appointment Automation, LTL carriers can eliminate the complications that come with scheduling deliveries, where scheduling drop-off times has become a moving target, the size of the truck is sometimes restricted, and communication with the consignee is difficult,” said Ben Wiesen, president of CLI. “This text-integrated solution lets your dispatch team manage deliveries for shippers and consignees in a customer-centric, seamless and no-hassle way.”
CLI Appointment Automation addresses the growing number of LTL deliveries that are now scheduled at residential locations, while also providing real benefits to all deliveries whether they be B-to-B or B-to-C. The system, which will be included in upgrades of the FACTS software, provides:
-
Automated Scheduling: FACTS takes the hassle out of delivery scheduling by automatically sending e-mail and text messages to final-mile customers. These messages prompt recipients to select their preferred delivery time via a user-friendly mobile interface.
-
Appointment Confirmation: When customers confirm their delivery appointment, the system automatically creates the appointment in FACTS, schedules the delivery in the delivery optimizer, and provides visibility to the original shipper.
-
Reminders: FACTS automatically sends reminders to confirm customers don’t forget about their scheduled delivery times.
-
Real-time Status Updates: Enrolled customers enjoy real-time updates on the status of their freight, from being out for delivery, to ETA updates, and finally delivered, enhancing overall communication and experience.
For more information on Appointment Automation, click here.
|
|
|
Employee Spotlight: Elise Quizhpilema
Elise Quizhpilema, an LTL applications specialist, joined Carrier Logistics in June 2023. In her role, Elise serves as a project manager, aiding in the onboarding process for new CLI customers. Additionally, she is directly responsible for designing and implementing new features and options within the FACTS software.
Elise holds a Bachelor of Fine Arts degree from Ohio University. Elise embarked on her career in white-glove shipping, starting at Christie’s Inc. in the art transport department. Over the past 12 years, she has remained in the high-value, fine art and luxury shipping industry, serving as a product manager for Brink’s Fine Art and previously as the operations director at the German-based tech start-up, Auctionata AG. Prior to her work in logistics and transportation, Elise served as an AmeriCorps Volunteer, working with Habitat for Humanity when she first moved to New York City.
She resides in Ossining, NY, with her husband where they enjoy raising their two sons, Henry and Howard.
|
|
TIP OF THE MONTH: Viewing Lost Customers in Web Analytics | |
|
The web-based FACTS Sales Module serves as a crucial resource for evaluating, analyzing, and identifying trends. It transforms customer-level information into actionable insights that empower sales teams to make informed decisions. This module offers Sales Tools and Sales Reports, which furnish both a high-level overview and real-time shipment data.
Among the Sales Reports are Analysis by Week and Analysis by Month, which contain a pivotal feature: the ability to filter and view Lost Customers. By selecting the "Lost Customers Only" checkbox, the module generates a report encompassing all customers assigned to the salesperson who have not had any freight movement in the past 60 days. This feature aids in identifying inactive or lost accounts, facilitating targeted strategies for customer retention or re-engagement.
|
|
|
SALES ANALYSIS BY WEEK: Lost Customers Only
The 13-week cycle reporting period, roughly one quarter of a year, provides a short-term focus, making it easier to track progress and adjust as needed. With this shorter timeframe, there are more frequent opportunities for the sales team members to assess performance and adapt to changing market conditions, customer needs and company business.
| |
|
SALES ANALYSIS BY MONTH: Lost Customers Only
The 13-month cycle is used in sales trends analysis to identify seasonal trends, track long-term performance with a broader perspective, predict future sales volumes and identify areas for improvement. While the ‘Lost Customer Only’ filter may use the historical data to show declining sales over a certain period, using the ‘New Customers Only’ checkbox
will show month-over-month growth so that sales teams can capitalize on opportunities or address challenges.
| |
|
SALES ANALYSIS BY MONTH: New Customers Only
A customer is considered new if they have started shipping in the last 60 days.
| |
Carrier Logistics Inc.
570 Taxter Road * Suite 370 * Elmsford, NY 10523
| | | | |
