CRM for Ports and Harbor Management

As the world’s economy increasingly globalizes, seaports must improve their operational efficiency. A properly implemented and tailored CRM solution can address this issue, and help improve many areas of a seaport’s business operations.

We are currently implementing an enterprise-wide CRM solution at one of the United States’ largest seaports. The goal of this implementation is to improve organizational collaboration and give port staff access to accurate and timely data. Creating a single database of customer information that can be used across multiple divisions increases operational efficiency and data accuracy. Using a single database also makes it easier to generate communications (from port news to the dissemination of emergency information) for all of the port’s employees and any other parties with whom the port conducts business. In order to achieve these goals, several single lines of business applications have been replaced and incorporated into a single enterprise instance of Microsoft Dynamics CRM.

Addressing Insurance Coverage and Harbor Development Permits with CRM
Many different companies and individuals access port resources at large seaports. It is imperative for ports to mitigate their risk by ensuring that these entities have the proper insurance coverage. The port uses Dynamics CRM to track the required insurance coverage based on how the organization accesses the port, and compares that against the organization’s actual insurance coverage. Since this information is tracked in Dynamics CRM, the risk management team can (with a few clicks of a button) easily determine who is out of compliance, or which policies may be expiring, and then print any necessary letters and notices. Allowing users to easily and quickly take action helps the port ensure continued service and customer access to the port.

We’ve also replaced the application used to manage harbor development permits. Changes to the harbor must adhere to a wide variety of city, county, state, and federal laws. They also require a significant number of approvals from both port employees and external parties. CRM houses this information in a single, easily accessed location and automates the approval processes; sending out the appropriate emails, printing any documentation that requires a signature or a hard copy for record keeping, tracking responses, and processing the approvals in order. With these improvements, permit processing time has been greatly reduced.

Learn More about CRM for Ports and Harbor Management
If you are in the seaport industry and curious about what a well-designed CRM platform can do for you, reach out to us at marketing@westmonroepartners.com. 

Phone: 312-602-4000
Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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