Yooli provides a visual representation of all the deals in the pipeline. This makes it easy for sales teams to quickly get an overview of all deals, their status, and their progress.
Real-Time Updates
Deals can be updated in real-time, which means that the sales teams can always see the latest information about a deal, such as the status, the stage in the sales process, and any updates or changes made by team members.
Improved Collaboration
We make it easier for sales teams to collaborate and work together on deals. Team members can see what others are working on and can quickly jump in to help or offer support when needed.
Focus on Key Deals
Yooli allows sales teams to focus on the most important deals, ensuring that they are giving them the attention they need to move forward in the pipeline.
Better Forecasting
Our deals view can help sales teams better forecast their sales pipeline, allowing them to identify potential bottlenecks and take action to prevent them. This can help teams meet their sales targets and improve overall performance.
Companies
Improving Customer and Sales Management
Improved Customer Management
Yooli enables freight brokers to manage their customer interactions more effectively by providing a central database where all customer information is stored, making it easier to track customer interactions, preferences, and purchase history.
Better Sales Management
Yooli helps companies manage their sales pipeline more effectively by providing visibility into the sales pipeline, making it easier to identify bottlenecks and improve sales forecasting. Sales managers can also track the performance of individual sales reps and identify areas for improvement/
Team Collaboration
Yooli provides a centralized platform where team members can collaborate more effectively. They can share customer information, track customer interactions, and work together to manage the sales pipeline.
Calendar
Efficient Scheduling Made Easy: Yooli's Calendar Feature Helps Users Stay Organized and On-Track.
Better Scheduling
Our calendar allows users to schedule appointments, calls, and tasks within Yooli, ensuring that nothing falls through the cracks. This helps users manage their time more effectively and reduces the risk of missed appointments.
Chat
Internal Chat functionality That Allows For Teams To Work Together More Efficiently.
Bridge the gap in communication between sales and operations teams to receive quotes faster, thus resulting in winning more deals.
Tasks
We Have Your Organization Covered.
Effortlessly create tasks to ensure that no meetings, calls or follow ups are being missed.
Connect Yooli to your TMS for Improved Communications
Our open API allows the Yooli platform to connect with your TMS provider allowing you to streamline the communication between systems and your sales processes.
"Yooli is a game-changer for my sales team. The platform saves time and hassle with its collaborative tools. Overall, its been a positive experience."
Paul P. Chief Operating Officer
"Simple and easy to use. We're a new brokerage who were having a tough time managing our pipeline. Yooli has saved us a ton of time and is helping us convert more customers."
Wade W. VP, Sales
"I absolutely love the chat functionality they offer. This saves us from utilizing a 3rd party app. Our operations and sales teams no longer need to email back and forth."
Fernando L. Sales Executive
"As a brokerage specializing in LTL, we can track all our opportunities and close more shippers. The platform has added some great features over the last few months."
Pam B. Shipping Coordinator
"The carrier management page is a game changer for me. I can easily keep track of my carriers and their specific lanes within my CRM."
Angela M. Operations
"Effortless onboarding experience, we imported our contacts/companies seamlessly and familiarized ourselves with the service. The Yooli team has been super helpful."
Kelly M. Account Executive
FAQs
01. Can Yooli integrate with my existing systems?
02. How can Yooli benefit my logistics business?
03. What are the benefits of using a CRM?
04. How can a CRM help my business with sales?
05. Is Yooli secure?
Get started with Yooli
Interested in seeing Yooli in action? We'd be happy to give you a personalized demo of our all-in-one CRM platform for logistics professionals. To schedule a demo with one of our team members, simply fill out the form.
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