How Integrating Your CRM with a Delivery Route Planner Drives Efficiency and Sales
Discover how integrating your CRM with a delivery management system boosts efficiency, reduces missed deliveries, and increases sales. Learn how SmartRoutes helps businesses optimize routes, enhance customer experience, and maximize profitability.
If you're a logistics or operations professional at anything from a small to enterprise-level organization, you probably already know the value of your CRM (whether it's Salesforce, Microsoft Dynamics, or HubSpot). It stores customer details, tracks order history, and even helps predict when a customer might need to reorder. But what if your delivery management system could seamlessly integrate with your CRM to create a truly dynamic, efficient, and proactive logistics operation?
The good news? It can. And companies that have done so have seen game-changing results. You can think of it as a kind of CRM Delivery Route Planner.
The Power of CRM and Delivery Management Integration
CRM (Customer Relationship Manager) Software does a fantastic job of managing customer data, but when it comes to last-mile delivery, there's often a disconnect. Most CRMs lack the route optimization and real-time logistics features that make deliveries cost-effective and efficient. That’s where a delivery management system like SmartRoutes comes in.
Here are 3 ways an integrated system transforms your delivery operations:
1. Customer Data Transforms into Actionable Delivery Insights
Your CRM already stores everything you need—customer addresses, order history, and preferences. A delivery management system can pull this data and visualize it on an interactive, color-coded map. Instead of sifting through spreadsheets or dashboards, your team can see exactly which customers are due to reorder and proactively plan deliveries around them.
SmartRoutes Route Planning Software
Streamline your entire delivery process, all from one platform
2. Seamless Route Planning & Optimization with CRM Data
With many businesses having already integrated order management systems with their CRM software, delivery management software can take data from both sources like item volume, delivery locations, and customer preference, and driver-allocated territories into account before creating optimized routes. This can reduce the amount of time taken to manually plan deliveries by upwards of 40 hours of manual labor per week.
Furthermore, let’s say a sales rep’s CRM alert tells them that a customer is due for a reorder based on past purchase behavior. Instead of manually coordinating, they can check the delivery management system to see if a vehicle is already scheduled to be in the area. If there’s space in the vehicle, they can reach out to the customer before they even think about ordering elsewhere—securing more business with zero extra cost.
3. Fewer Missed Deliveries, Happier Customers
A well-integrated system ensures that drivers always have the right information: gate codes, contact details, preferred delivery times—everything that’s already stored in your CRM. This drastically reduces failed deliveries, improves efficiency, and keeps customers satisfied.
With customer satisfaction playing a major part in customer retention for delivery businesses, having all the information they need to make things as seamless as possible for the customer makes your sales and admin staff more valuable than ever.
Heads-ups: If you want to learn more about how to make your delivery service the competitive edge that sets you apart from competitors, you should check out our blog on what makes a great delivery experience.
Case Study: Auto Parts Distributor Sees 38% YOY Growth
One company that took advantage of this integration is an auto parts distributor. Before using SmartRoutes, sales staff had to manually check CRM data and coordinate deliveries. With an integrated, color-coded map, they could instantly see which customers in their territory were close to being due for a reorder and whether a delivery vehicle was already scheduled to be nearby.
By reaching out proactively, they won 38% more business year-over-year—without increasing delivery costs.
Our customer also reported that they had built stronger relationships with customers that had used multiple suppliers in the past, and that they believed their reputation amongst independent mechanics had greatly improved as a result.
You can check out more case studies on how we’re helping clients with their delivery operations here.
Why SmartRoutes is the Best Delivery Route Planning Solution for CRM Integration
If your current CRM and delivery system feel like two disconnected tools, it’s time to rethink your approach. SmartRoutes provides seamless integration with CRMs, helping companies maximize efficiency, increase proactive sales, and improve customer satisfaction—all while reducing operational costs.
Want to see it in action? Get in touch with us today for a free consultation and demo. Our dedicated team can discuss what capabilities we have for your existing CRM, or offer guidance on what CRM might be best for integrating with a delivery business.
Start optimizing your delivery operations the smart way, today.
Frequently asked questions
1. Why should I integrate my CRM with a delivery route planner?
Integrating your CRM with a delivery route planner eliminates manual coordination, improves route efficiency, and enables proactive sales. It allows businesses to leverage customer data for optimized deliveries, reducing costs and enhancing customer satisfaction.
2. How does CRM integration improve delivery efficiency?
CRM integration ensures that delivery teams have real-time access to essential customer details such as addresses, order history, and delivery preferences. This minimizes missed deliveries, streamlines route planning, and improves first-attempt delivery rates.
3. What industries benefit the most from CRM and delivery management integration?
Industries that rely on frequent deliveries—such as e-commerce, wholesale distribution, auto parts, and food and beverage—see significant benefits. Integrated systems help reduce costs, increase operational efficiency, and improve customer retention.
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Caroline Hassett
Caroline Hassett
