Logistics and Transportation companies have unique customer requirements and it is important that your implementation partner understands them. Atum specializes in understanding the needs and integrating systems required in services the transportation and logistics industry. Atum has worked with 1PL 2PL 3PL 4PL and 5PL logistics providers across Canada and the USA. Atum also has experience across different vertical segments of logistics including pharmaceutical, garments, food & beverage, consumer goods, automotive and lot’s more.
Atum prides itself on being a full service Microsoft partner and can assist with implementations, training, integration, support, planning and lot’s more. All of our resources are full-time and located within Canada.
Atum’s areas of expertise:
- Dynamics 365 (Sales, Service, Marketing, Project Service, Financials and Field Service)
- Dynamics GP (All modules including the integration manager/suite)
- Office 365
- Azure migrations and implementations
- Windows Server and SQL Server
Dynamics 365 for Sales
A successful CRM for Sales implementation provides insight into what is working, what is not and how the future months will end before they do. The tool should also serve as a time saver to all those using it as it resides directly within Outlook. Atum understands how relationship focused the logistics community is and that it is not about making as many cold calls as you can within a day. Atum’s sales solutions are designed around being incredibly simple to use and being a proactive tool that helps your team communicate frequently with clients and prospects.
From neglected account alerts to giving you a snapshot of any recent issues before you go into an Account review meeting – Atum has you covered!
Dynamics 365 for Service
Regardless of how superior your customer service and operational teams are – issues are going to happen. Atum understands that the most important element of serving your customers is top notch communication and being quick to action. Microsoft Dynamics 365 for Service is a complete end to end case management system that includes automatic routing, workflow, email/phone tracking, escalations, task assignment, quality assurance flags, document storage and lot’s more! All of this functionality is available from your laptop or mobile phone – even without internet connectivity such as in the middle of a warehouse.
Like all of Atum’s Dynamics 365 solutions – they reside directly within Outlook to keep everything your team needs within one roof.
Many of Atum’s Logistic or Transportation customers want to empower their customers and allow their internal customer service team to spend less time doing repetitive work. If a customer service agent enters an update into CRM or emails, all of that information should be served to your customers within their portal keeping them informed. Atum has created a customer portal that allows your customers to be given a login to open, view and close cases. Atum also has a variety of pre-built charts that allow you to keep your customers seeing progress in a visual platform, optionally. Not only will this give your customers the power to quickly report issues but it also makes it very easy for them to ask for an update without having to pick up the phone. The customer portal follows the same service level agreements and workflow that we setup but serves it to your customers outside of the Dynamics 365 platform and thus doesn’t require a license which keeps costs low.
It is important to provide tools to your customers that make you unique and stand above your competition.
With so many ERP systems available – it can be overwhelming to choose which is right for you. Even within one family of systems such as Microsoft, you have NAV, Operations, GP and Financials! Each system is generally geared towards a specific vertical and or company size. Another important consideration is the integrating systems and platform to do so. The proven Microsoft ERP platform for the Logistics and Transportation vertical is Microsoft Dynamics GP.
Dynamics GP provides a full set of capabilities from your basic accounts receivable, accounts payable, payroll, inventory management, fixed asset tracking, project accounting to HRIS. The other compelling reason that many Logistics and Transportation companies choose GP is its strong integration capabilities. Integrating to WMS, TMS and data warehouses is made possible by the integration suite within the Dynamics GP Customization pack.
The Office 365 suite has had tremendous market success over the years allowing organizations turn-key, anywhere access to the Microsoft Office stack (Outlook, Word, Excel, +), SharePoint (Document Storage), Skype for Business and Exchange email hosting. Office 365 has a variety of packages allowing you to customize the application requirements for each user. Microsoft has made the complete 365 application stack for users from CRM to GP to Office 365 – everything operating within Outlook.
Atum specializes in training and migrating logistics organizations to Office 365.
Atum can be involved as little as helping you plan the migration or completely turnkey – it is up to you! Reach out to us to start your free migration cost analysis report.
It is integral to pick a solution and a partner familiar with integrating to Transportation Management Systems (TMS) and Warehouse Management Systems (WMS). Atum has years of experience integrating CRM and GP with a variety of WMS/TMS providers.
Some of the many TMS and WMS systems Atum has integrated with are:
- Phoenix WMS
- RedPrarie WMS
- JDA WMS
- Manhattan WMS
- 3PL Warehouse Manager WMS
- AccellosOne WMS
- TruckMate TMS
- Fleetmatics TMS
- And lot’s more!
Interested in speaking with other Logistics and Transportation companies we have worked with? Call 1-877-893-3266 x1
Microsoft Partner Network
Microsoft Dynamics is sold and implemented through the Global Partner Network. Atum is a certified Microsoft Partner delivering local knowledge, industry-specific expertise, and add-on solutions customized to meet your unique business needs. We’ll get you up and running quickly and easily.
Need some help? Give us a call