Use customer requirements in CRM — without operational data silos
Many industrial companies manage their customers' delivery and unloading requirements in individually developed modules in their CRM system. This is obvious: Sales includes them in the offer/onboarding process, and Customer Service receives information about changes and special features.
However, this information is primarily used in operational logistics.
Loady ensures that logistics-relevant requirements do not persist as isolated CRM data, but are structured and can be used across systems.
CRM as a storage location - use in operational supply chain systems?
When CRM systems are used as a storage location for loading requests, a company-specific data structure and a data silo are always created. Fields, categories and logics are defined individually — adapted to your own CRM and internal processes:
- Free text fields with location characteristics
- Custom categories for “Delivery conditions”
- Notes on safety requirements
- Separate documents or attachments
- Internal classifications for product specifics
- Individual checkboxes or custom fields
However, there are two operational challenges:
- The data is required in ERP, TMS, or yard systems, not in CRM.
- Business partners work with different data logics and classifications.
Recurring queries and misunderstandings
Additional email or phone communication
PDF and Excel delivery
Manual reconciliations
Individual integrations with business partners
CRM data silo prevents scalability
A separate structure for logistics requirements may appear useful for internal customer service. But she is
- not standardized
- not coordinated with the data logic of logistics partners
- not easily reusable digitally
What works internally is barely scalable externally.
How Loady supports CRM structures
A separate structure for logistics requirements may seem useful for internal customer service — but it is neither standardized nor coordinated with the data logic of logistics partners nor can easily be reused digitally: What works internally is barely scalable externally.
1. Structured, central database
Loady maintains charging and unloading requirements in a standardized manner. In CRM, there is no need for a separate individual structure to record customer charging requests. Sales and customer service can access and update the data in Loady via CRM. It is possible to share charging requirements, which are maintained by customers themselves in Loady.
Clear definitions and versioning
Comprehensible changes
No permanent support from sales or customer service
Higher data quality
2. Cross-system reuse
The requirements maintained in Loady are not available in isolation, but can be incorporated into existing operational systems — for example in:
- ERP
- TMS
- Yard Management
- Preliminary checks and driver information
This makes CRM-related customer requirements a reliable basis for the operational supply chain.
No double data storage
No manual transfer between systems
Consistent requirements throughout the process
Higher planning security when ordering and scheduling
3. Collaborative, digital logistics
Loady not only enables the internal reuse of data, but also its structured provision along the entire supply chain. Requirements can:
- maintained by the goods recipient and approved for suppliers
- be shared by warehouse or site operators
- be digitally handed over by shippers to freight forwarders
Logistics partners access the same standardized database — without individual 1:1 integrations. Multilingual online views also allow smaller freight forwarders to use them directly.
A common “data language” instead of proprietary individual solutions
Less coordination effort between business partners
Digital usability even without complex integration projects
More stable cooperation with changing partners
Typical CRM systems that Loady complements
Loady supplements existing CRM systems as a neutral, standardized database for logistics-relevant customer requirements — regardless of the provider used and without invasive system adjustments. Typical CRM environments for our customers:
- salesforce
- SAP Customer Experience (SAP CX)
- Microsoft Dynamics 365
- HubSpot CRM
- Oracle CX
- Zoho CRM
- Sugar CRM
- Pipedrive CRM
Using data along the logistics process
Uniform use during transportation
CRM systems are the place where customer requirements are documented. Loady ensures that these requirements do not remain isolated, but are incorporated into operational supply chain systems in a structured way and can be made available to logistics partners in a digitally usable way. The same loading and unloading requirements are used:
- when ordering freight (shippers)
- during order processing and planning (freight forwarding)
- during operational implementation (driver)
- during pre-checks and automated processing
Loady combines CRM, ERP, TMS, driver apps and yard systems — and ensures that information is used consistently and consistently.
Why this is relevant for CRM strategies
The more companies automate their supply chain processes and network them across systems, the less sustainable are proprietary data silos. Anyone who manages loading and unloading requirements exclusively in CRM in an individual structure creates transparency internally — but not a scalable basis for digital collaboration. At the same time, requirements are growing:
- Change partners more often
- Logistics networks are becoming more flexible
- Automated yard and pre-testing are on the rise
- Supply chain visibility systems require reliable context data
companies that standardize logistics-relevant customer requirements and make them available across systems,
- increase planning security in operational processes
- reduce coordination efforts with business partners
- enable digital collaboration without individual integrations
- secure and profitable existing CRM investments
Digital enablement doesn't start with scheduling. It starts with the structured management of customer requirements.
Stefanie Kraus
Co-Founder & CEO
If necessary, we can help you calculate the benefit case, which shows the benefits and savings potential of Loady for your company — with a comprehensible method, real figures and a clear ROI assessment for a well-founded decision.
Explore Loady
Industry solutions
Precise delivery processes are crucial in the automotive industry — Loady ensures clear transport requirements and prevents delays.
Whether raw materials, specialty chemicals or distribution - Loady delivers clear transportation requirements and prevents delays.
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In the environment of large construction sites, dynamically adaptable, clear loading and unloading requirements are essential for safety, efficiency and on-time delivery.
With clear loading requirements, route planning and time window management run better - and logistics centers can better calculate when goods arrive and are redistributed.
In particular, liquid transport due to the risk of product contamination — but also deliveries of packaged goods — benefits from clear requirements for safe loading and unloading.
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In industrial production, clear requirements help to reduce loading times and errors, and thus also rework, which ensures the flow of materials and has a positive effect on production and logistics costs.
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In mechanical engineering, Loady supports the mostly time-critical delivery of materials and the delivery of finished goods - often in special sizes with special customer requirements.
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Logistics service providers benefit from clear requirements and reduce waiting and downtime, empty and extra km — they also enable new drivers to be onboarded quickly.
Energy generation, waste incineration and recycling are part of KRITIS, whose requirements Loady sustainably supports, particularly when instructing truck drivers and service providers.
Connect Loady to your business processes
Loady fits directly into existing ERP, TMS, yard, eCommerce, procurement and telematics systems, so that all charging requirements are automatically available in its own corporate and logistics systems.
Support as needed
We'll guide you through the onboarding process and, with introductions and best practices, ensure that your team is quickly trained and can take action. If necessary, we can help you create and update data sets in Loady.
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