As we close out this series on Organization Master Data in CargoWise, it’s worth emphasizing that we’ve only scratched the surface. Master Data is not just a back-office function—it is the backbone of accurate reporting, financial consistency, and operational efficiency. Two areas that often get overlooked but have tremendous impact are Organization Groups & HierarchiesContinue reading “Wrapping Up the Organization Master Data Series: Groups, Hierarchies, Attachments & Notes”
Tag Archives: marketing
🔄 Duplicate Organization Management in CargoWise: Prevention, Impact, and Clean-Up
One of the most common pitfalls in master data management is lax governance over who is allowed to create organizations. Another issue? Not having clear rules for how organizations should be created. Without rules and controls, the result is predictable: duplicate organizations.Even with restrictions in place, duplicates still happen—people make mistakes, naming conventions evolve, andContinue reading “🔄 Duplicate Organization Management in CargoWise: Prevention, Impact, and Clean-Up”
Workshop Guide: Defining Your Ideal Customer in Freight Forwarding
Objective: To align sales, operations, and finance on the ideal customer profile (ICP) for your freight forwarding business. This workshop will help your team focus on profitable, long-term relationships instead of chasing low-value leads. Duration: 2.5 – 3 hours Facilitator: Recommended: Sales Director, VP of Sales, or an External Consultant (e.g., ALL2S Consulting) Participants: ✅Continue reading “Workshop Guide: Defining Your Ideal Customer in Freight Forwarding”
Strategic Customer Definition Checklist for Freight Forwarding
Use this checklist to guide strategic discussions on identifying the ideal customer for your freight forwarding business. Align operations, sales, and service models to maximize profitability, efficiency, and long-term relationships. 1️⃣ Industry & Vertical Fit ✔ Does the customer operate in an industry we specialize in (e.g., Pharma, Automotive, Furniture, Electronics, Fashion, etc.)?✔ Does theirContinue reading “Strategic Customer Definition Checklist for Freight Forwarding”
🔹 Customers: The Lifeblood of Business – But Not All Customers Are Created Equal 🔹
I’ve spent a lot of time talking about expenses, efficiencies, and risk management, but today, let’s talk about something just as critical—CUSTOMERS. We all know it costs money to get customers—a lot of money. You need sales teams, commission structures, operational support, and a whole infrastructure just to onboard and retain them. The reality is:Continue reading “🔹 Customers: The Lifeblood of Business – But Not All Customers Are Created Equal 🔹”
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