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SHIPOKO
CRM
Effective solution for parcel related
tasks and carrier communiction.
Trusted by
...just to name a few
Eliminates errors associated with the
processing of parcels requests.

Increases the delivery rate of your parcels.
SHIPOKO CRM Work effectively With Parcels
What is
Shipoko CRM
SHIPOKO CRM is a web-based application
used to communicate effectively between
parcels sender and carrier or recipient.
Create tasks easily and hand them over
to the carrier to resolve.
Increases the NPS of your customers.
Your customer support team will save time.
Shipoko CRM benefits
No integration with your IT is
required to connect CRM SHIPOKO.
All information is obtained from
the carrier's system.

No IT Integration
Access From
Anywhere
CRM SHIPOKO is a web
application. It is available
everywhere.
Tasks are easy and fast to create.
Plus quick orientation in tasks will
result in a great saving of
operator time.
Time Saving
CRM SHIPOKO is very intuitive.
Maximum training time 2 hours is
needed. Our support is online at
all times.
Easy To Use
The basic version of
SHIPOKO CRM is free for all
Meest clients.
Free for Meest Clients
Complete Control
With SHIPOKO CRM, you
have complete control over
all parcels.
SHIPOKO CRM Work effectively With Parcels
Function
Principles
During the process of delivering parcels to Ukraine,
different requirements arise from your clients
(recipients) or from the carrier.
To handle these requirements the customer
service needs an effective way to communicate
with the carrier’s staff.
“
“
SHIPOKO CRM solves
these requirements
in a simple and
effective way.
SHIPOKO CRM Work effectively With Parcels
ON YOUR SIDE On Carrier’s side
All your sent parcels are displayed on one page. Before creating a task,
it is necessary to find the parcel. You can use quick search using all
available parameters (parcel number, order number, invoice number,
recipient's name, recipient's phone). The system allows you search for
multiple parcel at once and you can display only the necessary
parcels in advance.
From the menu, select the required task for the parcel. The system
automatically limits the creation of tasks based on the parcel status, so an
incorrect task cannot be created.
Once the task is created, it is visible to all users. The system will not
allow the creation of the same task twice. You can create one type of
task very quickly for several parcels at once, you don't have to create
them separately.
All your requirements are visible in real time on the carrier's side
and can be processed. Each operator on the carrier's side sees
only the requests of the sender he is in charge of.
The carrier's operator can add a comment or specification to
the task which will appear on the sender's side. It is possible to
create tasks towards the sender from the carrier's side.
See example on the next slide
SHIPOKO CRM Work effectively With Parcels
ShipokoCRM Adding NewTask
All necessary information is
processed automatically, the
operator does not have to write
any additional information.

Shipoko CRM Adding New Task
Clarity and
orientation
in task
User Filtering
Task Filtering
Task Bar
Tasks have their status - opened, solved, in progress, replied, rejected
and closed. The numbers of tasks in individual status is displayed in
clear filters. It is possible to see how many tasks are in each status. 

The numbers change immediately and in real-time.
You can turn on an audio alert for task status changes. Individual
operators receive email notifications of new tasks or status changes,
so they won't miss a thing. Receive daily email updates on the current
status of your tasks and how they are performing.
Operators only see their own tasks, not those of other operators.
The operator is able to filter only his own numbers and tasks
information. They can also easily view all other operators' tasks and
take their place if needed.
The operator can search for tasks by various parameters, and there
is also filtering, where tasks can be filtered by type, status, or delay
in processing.
Timeline
of task
Detailed timelines for each task appears in a
modal window. You can see who created the task
and when, who changed the state of the task and
when, and who solved it.
When creating a task, a comment can be added on
both sides. You can also add a file (image or PDF) to the
task. If a response is required to a task, the party
concerned will be notified. For example, if the carrier
needs some clarification.
The data needed to solve the task on the carrier's side
are clearly displayed, and there are also buttons for
quick copying of clipboard information.
At the same time, all the necessary information for the
parcel can be clearly seen in the window. This
increases the speed and efficiency of task processing.
SHIPOKO CRM Work effectively With Parcels
Typesof
predefined
tasks
SHIPOKO CRM has 11 predefined task types and
one free task for any communication.
Delivery cancel
Delivery resume
Delivery force
Delivery forward
Specification of 

parcel details
Storage prolong
Delivery date change
Claim
Complaint
2nd delivery
Refund
Free task
SHIPOKO CRM Work effectively With Parcels
SHIPOKO CRM Work effectively With Parcels
Creating of
task
Task is created for each parcel. Using the task creation
button brings up a menu of predefined tasks. Operators can
quickly create tasks by selecting the type of task they need.
The operator sees all the necessary data before creating a task
and has to fill out only a minimal amount of information,
increasing the speed and efficiency of work. This information is
different for each task.
In the case of tasks requiring clarification of the address or
redirection, the operator has a quick and accurate whisper and
search tool for streets or collection points. This makes work much
faster and easier.
You can add photos or PDF files to the task. The task can be
assigned a high priority for faster processing on the part of the
carrier. After creating the task, it is immediately seen by the
operator on the carrier's side, and at the same time, the operator
who created the task sees it in the parcel information and the filters.
SHIPOKO CRM Work effectively With Parcels
SHIPOKO CRM Work effectively With Parcels
Email
X
Creating a task is quick and easy
Creating a task without errors
Tasks are perfectly organized
Simple and fast search according to
various parameters
You will not forget anything.
It takes a lot of time to create a task
Errors can occur when creating a task
There is no organization of created tasks
Complicated search, waste of time
The operator can forget about the task
CRM
SHIPOKO CRM Comparison of communication with the carrier via email and CRM SHIPOKO.
Customization
and automation
Any task can be customized and automated
according to the needs of the sender.
(For example, the Refund task is linked to an analytical table,
where records of funds returned to recipients are kept, along
with exports for accounting)
System can create tasks automatically by receiving them
from recipients, through own tracking page, its information
systems, or our solution.
Notifications about the completion of various types of tasks will
be sent to recipients by the system. The system is ready for
connection to the sender's information system.
SHIPOKO CRM Work effectively With Parcels
Any task can be customized and
automated according to the
needs of the sender.
Shipoko CRM Customization and automation
SET-UPAND
IMPLEMENTING
1-2 hours are usually required at the
beginning of the training.
SHIPOKO CRM can be connected without the
cooperation of the sender's IT department.
All necessary data is downloaded from the
carrier's system.
SHIPOKO CRM is a web application that
works from anywhere and at any time.
The program requires little training and is also
usable by external call centers (outsourcing).
The system can be set-up gradually, task by
task, up to the full transition to SHIPOKO CRM.
At the beginning 1-2 hours are
usually required for the training.
SHIPOKO CRM Work effectively With Parcels
Datasecurity
andwarranty
SHIPOKOCRMperformsfrequentautomaticbackupsof
eachclient'sdata.
SHIPOKOCRMusessecureprotocols.
Anylinkstothefilesareprotected.
Weguaranteedatasecuritythroughacontract
(NDA,DPA,GDPR)withthecarrier.
Eachclient'sdataismanagedandstoredseparately.
Oursupportisavailableatalltimesandwesolveanytechnical
problemsveryquickly.
SHIPOKOCRM WorkeffectivelyWithParcels
KEEPINTOUCH
www.shipoko.com
Visit our Linkedin
info@shipoko.com
SHIPOKO CRM Work effectively With Parcels

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SHIPOKO CRM presentation

  • 1. SHIPOKO CRM Effective solution for parcel related tasks and carrier communiction. Trusted by
  • 2. ...just to name a few Eliminates errors associated with the processing of parcels requests. Increases the delivery rate of your parcels. SHIPOKO CRM Work effectively With Parcels What is Shipoko CRM SHIPOKO CRM is a web-based application used to communicate effectively between parcels sender and carrier or recipient. Create tasks easily and hand them over to the carrier to resolve. Increases the NPS of your customers. Your customer support team will save time.
  • 3. Shipoko CRM benefits No integration with your IT is required to connect CRM SHIPOKO. All information is obtained from the carrier's system. No IT Integration Access From Anywhere CRM SHIPOKO is a web application. It is available everywhere. Tasks are easy and fast to create. Plus quick orientation in tasks will result in a great saving of operator time. Time Saving CRM SHIPOKO is very intuitive. Maximum training time 2 hours is needed. Our support is online at all times. Easy To Use The basic version of SHIPOKO CRM is free for all Meest clients. Free for Meest Clients Complete Control With SHIPOKO CRM, you have complete control over all parcels. SHIPOKO CRM Work effectively With Parcels
  • 4. Function Principles During the process of delivering parcels to Ukraine, different requirements arise from your clients (recipients) or from the carrier. To handle these requirements the customer service needs an effective way to communicate with the carrier’s staff. “ “ SHIPOKO CRM solves these requirements in a simple and effective way. SHIPOKO CRM Work effectively With Parcels
  • 5. ON YOUR SIDE On Carrier’s side All your sent parcels are displayed on one page. Before creating a task, it is necessary to find the parcel. You can use quick search using all available parameters (parcel number, order number, invoice number, recipient's name, recipient's phone). The system allows you search for multiple parcel at once and you can display only the necessary parcels in advance. From the menu, select the required task for the parcel. The system automatically limits the creation of tasks based on the parcel status, so an incorrect task cannot be created. Once the task is created, it is visible to all users. The system will not allow the creation of the same task twice. You can create one type of task very quickly for several parcels at once, you don't have to create them separately. All your requirements are visible in real time on the carrier's side and can be processed. Each operator on the carrier's side sees only the requests of the sender he is in charge of. The carrier's operator can add a comment or specification to the task which will appear on the sender's side. It is possible to create tasks towards the sender from the carrier's side. See example on the next slide SHIPOKO CRM Work effectively With Parcels
  • 7. All necessary information is processed automatically, the operator does not have to write any additional information. Shipoko CRM Adding New Task
  • 8. Clarity and orientation in task User Filtering Task Filtering Task Bar Tasks have their status - opened, solved, in progress, replied, rejected and closed. The numbers of tasks in individual status is displayed in clear filters. It is possible to see how many tasks are in each status. The numbers change immediately and in real-time. You can turn on an audio alert for task status changes. Individual operators receive email notifications of new tasks or status changes, so they won't miss a thing. Receive daily email updates on the current status of your tasks and how they are performing. Operators only see their own tasks, not those of other operators. The operator is able to filter only his own numbers and tasks information. They can also easily view all other operators' tasks and take their place if needed. The operator can search for tasks by various parameters, and there is also filtering, where tasks can be filtered by type, status, or delay in processing.
  • 9. Timeline of task Detailed timelines for each task appears in a modal window. You can see who created the task and when, who changed the state of the task and when, and who solved it. When creating a task, a comment can be added on both sides. You can also add a file (image or PDF) to the task. If a response is required to a task, the party concerned will be notified. For example, if the carrier needs some clarification. The data needed to solve the task on the carrier's side are clearly displayed, and there are also buttons for quick copying of clipboard information. At the same time, all the necessary information for the parcel can be clearly seen in the window. This increases the speed and efficiency of task processing. SHIPOKO CRM Work effectively With Parcels
  • 10. Typesof predefined tasks SHIPOKO CRM has 11 predefined task types and one free task for any communication. Delivery cancel Delivery resume Delivery force Delivery forward Specification of parcel details Storage prolong Delivery date change Claim Complaint 2nd delivery Refund Free task SHIPOKO CRM Work effectively With Parcels SHIPOKO CRM Work effectively With Parcels
  • 11. Creating of task Task is created for each parcel. Using the task creation button brings up a menu of predefined tasks. Operators can quickly create tasks by selecting the type of task they need. The operator sees all the necessary data before creating a task and has to fill out only a minimal amount of information, increasing the speed and efficiency of work. This information is different for each task. In the case of tasks requiring clarification of the address or redirection, the operator has a quick and accurate whisper and search tool for streets or collection points. This makes work much faster and easier. You can add photos or PDF files to the task. The task can be assigned a high priority for faster processing on the part of the carrier. After creating the task, it is immediately seen by the operator on the carrier's side, and at the same time, the operator who created the task sees it in the parcel information and the filters. SHIPOKO CRM Work effectively With Parcels SHIPOKO CRM Work effectively With Parcels
  • 12. Email X Creating a task is quick and easy Creating a task without errors Tasks are perfectly organized Simple and fast search according to various parameters You will not forget anything. It takes a lot of time to create a task Errors can occur when creating a task There is no organization of created tasks Complicated search, waste of time The operator can forget about the task CRM SHIPOKO CRM Comparison of communication with the carrier via email and CRM SHIPOKO.
  • 13. Customization and automation Any task can be customized and automated according to the needs of the sender. (For example, the Refund task is linked to an analytical table, where records of funds returned to recipients are kept, along with exports for accounting) System can create tasks automatically by receiving them from recipients, through own tracking page, its information systems, or our solution. Notifications about the completion of various types of tasks will be sent to recipients by the system. The system is ready for connection to the sender's information system. SHIPOKO CRM Work effectively With Parcels
  • 14. Any task can be customized and automated according to the needs of the sender. Shipoko CRM Customization and automation
  • 15. SET-UPAND IMPLEMENTING 1-2 hours are usually required at the beginning of the training. SHIPOKO CRM can be connected without the cooperation of the sender's IT department. All necessary data is downloaded from the carrier's system. SHIPOKO CRM is a web application that works from anywhere and at any time. The program requires little training and is also usable by external call centers (outsourcing). The system can be set-up gradually, task by task, up to the full transition to SHIPOKO CRM. At the beginning 1-2 hours are usually required for the training. SHIPOKO CRM Work effectively With Parcels