C L O U D V A N L I N E S. C O M Business Proposal

Transcription

1 C L O U D V A N L I N E S. C O M Business Proposal

2 INTRODUCTION Cloud Van Lines uses real-time data to help you book moves you used to turn down, reduce your claims by 42%, streamline customer interactions and give you the software you need to operate more efficiently. Our 25 years of experience has allowed us to create a complete, cloud based, user-friendly automated boarding software platform on which our agents run and manage their business. The sales increases, cost reductions, time savings and operational efficiencies created by our software affect all companies from the large van lines all the way down to the small local movers. This allows our software to continue to redefine the industry and help our users grow their business. Problems the moving industry faces today: The moving industry is highly competitive and the goal for every company is to be as efficient as possible while booking to maximum capacity. For small and medium companies this is a problem because they don t have the resources and savings that the big players have. This, combined with the higher and higher claim rates are increasing operational costs and reducing profits for all companies in the moving space. This continues to force moving companies to spend more money on acquiring customers in order to maintain the same revenue. There is also the introduction of the mobile moving and storage container which continues to conquer an ever increasing share of the moving industry business. HOW WE SOLVE THE INDUSTRY S PROBLEMS No more black out dates and wasted capacity. Our infrastructure eliminates blackout dates and expands your capacity. We do this while reducing the time it takes to handle a job and eliminate the resource intensive task of going out to individual job boards and craigslist looking for drivers. This means you no longer need to cap your agents and shut them off because you can t find a truck. How we do this: Instant Capacity Blanket Wrap Air-Ride Van Instant Rates based on location/lane Freight Rates Instantly running rates against 19+ companies for real time availability and pricing Mobile Moving & Storage Containers Providers / 387 Agents / Last Mile Providers Integrated Mobile Moving/Storage Container Rail/Freight Options Instant OA/DA Workflow (Warehousing/Labor/Trans) Instant Quotes/Estimates (400N, 400NG, Blanket Wrap AirRide, Labor, 3rd Party Services, Valuation, Boxes/Supplies, and more...) 1

3 HOW WE SOLVE THE INDUSTRY S PROBLEMS Different Moving Categories Self Service Lump Sum Full Service Van (400N/400NG) Mobile M&S Container Program Reduced claims Our infrastructure in combination with our mobile app encourages movers to do a better job. This happens because it forces them to select specific options during the condition report. This, combined with the photos required in the mobile app creates awareness that someone in dispatch/operations is judging their work. The perception that someone is watching means that the tiers get tighter and the blanket wrap gets better. We have seen this reduce claims by up to 42%. How we do this: Mobile App Damage Inventory Waiver Required Photo s During Load/Unload Process Auto Lot/Color/Number Creation Standardized Inventory Process and Documentation Increased closing rate Our CRM system lets existing staff handle a lot more accounts without adding complexity. Our automated s get you in front of customers more frequently, help ingrain your brand with them to close the deal and make sure the customers don t cancel their move. When the customer gets an 14 days, 7 days and 3 days out from their move telling them what they need to do to prepare, it lets them know that you haven t forgotten about them and that your company is on top of things. How we do this: Feature rich CRM to engage with potential customers (see accompanying sheet for full list). Call Center grade auto dialer Campaign System to maximize the contact rates Send automated & drip campaigns using our proven templates or create one that better suits your desired results Set Automated Quote s with status updates/changes Mobile Apps & Web Versions - Cube Sheet Process For Customers to be able to do them at their leisure, or provide video s and/or pictures back to your sales team 2

4 HOW WE SOLVE THE INDUSTRY S PROBLEMS Efficient Document Control and Communication The Cloud Van Lines CRM streamlines the time intensive task of handling documents by pulling them all into one system. This includes collecting and updating car haulers, movers, providers, and customer agreements. This data is brought in and synced using the cross-platform mobile app, the web portal and traditional . This makes it easy for all the parties involved and exponentially reduces the time it takes to find and retrieve a document. The CRM and mobile app allows parties to communicate directly, as well as receive location based notifications. How we do this: Real-time data that is synced across the entire system Documents / agreements and claims management Mobile App and Site document creation Built in e-sign Process including cryptography security Automated document creation and delivery as a.pdf file Upcoming Addons: Cloud Van Lines has exclusive use to icrate collapsible storage units when they launch in late These containers can be delivered to most residential addresses within 24 hours through Fedex and setup in a few minutes. They are currently passing a number of certifications and other information is confidential and proprietary. How we do this: Collapsible 128cubic ft storage unit Propreitary and confidential 3

5 PRICING Cloud Van Lines goal is to give all movers great software that helps them grow their business. Our entry level package is free to all movers and gives access to our CRM and much of its functionality. It also gives access to our drivers, labor, and supplies; there is a small fee of three to 3% to 8% if you place an order using van line resources. There is no cost unless it involves our resources. In addition to the entry level, we have packages between $5 and $25 user/per month which gives access to powerful features including e-signatures, real time collection of payments, VOIP autodialer and outbound systems, retargeting, analytics/reporting and full circle claims management. 4

6 FEATURES Below is a high level features list. There are more than 1,000 available settings within the system which allow you to customize it to your needs based on rules you set. Instant Capacity Blanket Wrap Air-Ride Van Instant Rates based on location/lane Freight Rates Instantly running rates against 18 companies and growing for real time availability & pricing Mobile Moving & Storage Containers (icrate "coming soon") /- Agents/Providers/Last Mile Providers Integrated Mobile Moving/Storage Container Rail/Freight Options Instant OA/DA Workflow (Warehousing/Labor/Trans) Instant Quotes/Estimates (400N, 400NG, Blanket Wrap AirRide, Labor, 3rd Party Services, Valuation, Boxes/Supplies, and more...) Different Moving Categories Self Service Lump Sum Full Service Van (400N/400NG) Mobile M&S Container Program Increase Contact Rates Increase Closing Ratio's Call Center Grade Sales, Dispatch/Operations, and Customer Service CRM's Automated and Drip Campaigns Integrated Phone/Auto Dialer and Campaigns Account and Vendor Management Platform / Integration Real Time Reporting / Job Order / Staff Position Tracking Reduce Claims (Mobile App Condition Report Process) Mobile App Integration Job Order Management Load Board (Transportation Jobs - Moving Labor Jobs) Internal Built-In esign process including cryptography * Customer Contracts / Agreements/Documents * Providers/Agents Agreements/Documents Cube Sheets - Video/Picture Capabilities Inventory Exception Report (All Digital) Collect Payments in Real Time (Mobile App and Web Payment Gateways) 5

7 FEATURES Manage Back Office Staff / Drivers, Movers, and Warehouse Staff Pay (by Hour, %, Mileage, salary, per load, and by 100cwt or any combination thereof) Set Staff System Permissions Background Checks Pictures of Each Staff Member for better customer service/interaction * customers photo's / bio's of staff assigned to their job Manage Equipment / Materials / Warehouse Trucks/Tractors/Trailers/Cars * Type * Capacity of Truck/Trailer * Manage Expire Dates (inspection, registrations, etc...) Built in Reminders Warehouse * Positioning/Management * Asset Management (Mobile App - bar-code, qr code, and data matrix generator/reader) Accounting Automated/Manual Creation of Invoices Tracking of Receivables and Payables Reminder updates/ s Summary We are looking for strategic partners who are in alignment with our development goals and growth strategy. The right partner will get access to our full system, our in-house development resources and a substantial cost reduction over the standard plans. 6

8 AUTOMATED BOARDING SYSTEM - HOW IT WORKS Our Automated Boarding Process is simple By pulling up each page in the order listed below ensures that we receive proper data during the set up process. This will help us to STOP losing providers/agents that do NOT follow through. Our software allows for skipping a step and also gives the agent the ability to save where they are and return later They will NOT really be able to use the system until each of the steps below are completed. 1 Digitally Sign Agent/Provider Agreement 2 Enter/Store Credit Card Information GENERAL SETTINGS 3 Enables you to send automated & drip campaigns Enter settings Enter Company signature (add rich text formatting here) 4 Enables you to use CVL to process credit card transactions Enter Authorize.net settings Tmadvantage settings (if going with our merchant Mike Coy) 5 Allows your customers/carriers/accounts to view the site/system with your logo and phone number at the top. Upload company logo Enter company phone number DOCUMENT SETTINGS 6 This step allows us to manage your company documents upload Form W-9 DOT Documents / MC# Documents Insurance Documents 7

9 HOW IT WORKS (Continued) AGREEMENT SETTINGS 7 Provides templates for your customer/car hauler agreements Additional agreements can be added if desired Update/Change Car Hauler Agreement Agent Agreement Provider Agreement Customer Agreement QUOTES/JOB ORDERS SETTINGS 8 Gives the ability to turn certain features on/off Set Automated Quote s Set Up Auto Reply/Send s for Status Updates/Changes Set Customer Payment Options Set Central Dispatch Settings (if you want to still post to central you must request automatic import feature) Set Provider/Agent Permissions Set Car Hauler Permissions Set Special Instructions to go out on each shipment/job order PRICING 9 Allows for setting pricing/additions for company/carrier Set Blanket Wrap Tariff Rates Set top load price (paid to car hauler) Set In-Op Price (paid to car hauler) Set Interstate (moving from one state to another) Company Commission (price per vehicle) Set Intrastate (moving within same state) Company Commission (price per vehicle) Set Expedited Service Commission (paid to company) Set Expedited Service Commission (paid to car hauler) Set 400N/400NG Rates Upload Form 8

10 HOW IT WORKS (Continued) 10 Set up Claims Management Options Set Up SelectRisc Settings or Own Valuation Program Options 11 Allows you to set up your internal automated quoting engine based on rates you d like to set Review and Set Vehicle Type Add-Ons Review and Set State to State per mile price Review and Set Enclosed Rate Add-on Review and Set Holiday Adjustments Review and Set Seasonality Adjustments STAFF 12 Allows you to set up staff/users, their permissions, and their signatures (add rich text formatting here) Add admin staff and permissions Add sales staff and permissions Add operations/dispatch staff and permissions S 13 Provides automated & drip campaign templates as well as the ability to create & manage additional templates and campaigns. Review, add, update templates and settings Review, add, update drip campaigns and settings 9

11 HOW IT WORKS (Continued) SITE INFORMATION 14 Allows you to review/update/add the following: Quote Statuses Order Statuses Customer Service Scripts Dispatch/Operations Scripts Customer Survey Questions SITE PAGES 15 Allows you to review/update/add the following: Contact us page content Site terms & conditions Cancellation Policy Privacy Policy JOB ORDERS 16 Allow for uploading current/past job orders Please provide us with a csv/excel file so that we may prepopulate the system with your job order history QUOTES 17 Allows you to upload current/past quotes Please provide us with a csv/excel file so that we may prepopulate the system with your quote history 10

12 HOW IT WORKS (Continued) CAR HAULERS / PROVIDERS 18 Allow you to upload your car hauler/provider base Please provide us with a csv/excel file so that we may prepopulate the system with your equipment CUSTOMERS 19 Allows you to upload your current/past customer data Please provide us with a csv/excel file so that we may prepopulate the system with your customer history AFFILIATES LEAD PROVIDERS / VENDORS 20 Allows you to upload lead affiliates, lead providers & vendors of your company Please provide us with a csv/excel file so that we may prepopulate the system with your vendor history ACCOUNTS 21 Allows for uploading your account data Companies you receive shipments/orders from Please provide us with a csv/excel file so that we may prepopulate the system with your account history 11

13 HOW IT WORKS (Continued) REPORTS 22 This step will allow you to give the CVL developers a list of reports you d like to have access to from your main navigation bar or dashboard. Talk Time: (Based on sales team, individual sales rep or staff member) Searchable/Reportable by date/time, date spread Number of Dials: (Based on sales team, individual sales rep or staff member) - Searchable/Reportable by date/time, date spread Quotes Report: (Based on sales team, or individual sales rep) Searchable/Reportable by date/time, date spread Booked Shipments Report: (Based on sales team, or individual sales rep) Searchable/Reportable by date/time, date spread Etc REVIEW TUTORIALS 23 Would you like to review the tutorials page? Yes, Send them to Tutorials Page No, Send them to their dashboard 12