Introducing the Lanetix Portfolio Manager

A CRM and workflow solution that is accessible from anywhere on earth, at any time, and scales easily with a company’s expansion. Built on the Salesforce1 cloud platform, Lanetix introduces a whole new user interface that focuses on business development and account teams.

The Portfolio Manager is a secure, cloud-based system tailored to the unique demands of the logistics and transportation industry. The solution addresses:

> what business development and account teams in the industry actually need to do their job

> what commercial leaders need to drive profitable revenue growth

Key Capabilities

Customer Impact: Neovia and the Social Supply Chain

In order to meet its ambitious growth targets for FY14, Neovia had to think creatively about how to manage its broad and diverse network of clients on six continents and in 25 countries. When it came to providing visibility across Neovia’s global revenue operations, the company’s internal systems were proving increasingly inadequate.

Impressed by the Lanetix team’s experience and expertise, Neovia partnered with the cloud technology startup to build a customer platform for global growth.

Pricing that spans multiple currencies and instantaneous price changes

Projects that are just as dynamic after deployment as in the qualification stage

Forecasting in net profits, capacity, and volume

Collaborative team-selling for dozens of contributors across multiple time zones

A way for reps to manage a diverse portfolio of projects

At the end of the day, Lanetix enables anyone at Neovia to sit in front of a customer as one company, with one voice, and with a solution that will ultimately give the customer a

competitive advantage in the marketplace.

Carey Falcone, EVP & Chief Commercial Officer at Neovia

Key Benefits

When you first enter the application, you see a visualization of all customer projects—from prospect through production. A toggle allows a user to switch between their personal book of business and a global, organization-wide view.

A project dashboard houses everything related to a project—the project team, contacts, resources, tasks, activities, region, vertical, service line, projected earnings, sales strategies and more. This view enables globally dispersed account teams to make strategic decisions off the same information in real-time.

GAIN VISIBILITY ACROSS GLOBAL COMMERCIAL OPERATIONS

> Look at Lanetix as your single source of truth for all customer intelligence and employee activity.

info@lanetix.com

The workflow processes that helped win the deal at Company X, can help you win the deal at Company Y. By applying these prescriptive workflows across the workforce, your account teams follow the same best practices to mitigate the risk of qualifying, scoping, and bidding projects.

The Portfolio Manager supports a team-based selling model and connects numerous collaborators across time zones, functions and expertise so everyone can see what’s happening with a customer. The workflow and approvals engine that runs behind the project dashboard keeps teams working together effectively and proactively.

Whether it’s a new customer onboarding in Hong Kong or an updated EBITDA projection for managers in Atlanta, you must be able to access meaningful data in real time and on any device.

Using the Lanetix Workflow Design Studio, workflows can be created in minutes, iterated upon at any time, and deployed across your organization for repeatable success. Workflow templates define the stages of your customer lifecycle—from prospect through production. Workflows start with mapping expertise to each employee and organizing expertise in a predictable, logical flow. You decide what steps, activities, or tasks need to occur in each stage, and what resources and expertise are needed.

The Portfolio Manager intuitively embeds Salesforce Chatter so that no matter where you are in the application, the conversation stream is relevant. Chatter opens up a channel of innovation around best practices, while keeping accounts teams on top of operational successes and quick wins to deepen the customer relationship. When a warehouse manager ‘saves the day’ for a client in Australia, everyone on the client team can share in the success.

Unlike traditional CRM that forecasts quantity times revenue, the Portfolio Manager provides a suite of dashboards and forecasts built for your business that support the metrics that matter, such as EBITDA projections or shipping volumes.

CUSTOMIZE WORKFLOWS

> Your workflow processes should define your IT systems, not the other way around. Lanetix gives you total flexibility in orchestrating workflow with the Lanetix Design Studio.

ENABLE TEAM-BASED SELLING AND COLLABORATION

> Get all of your account teams on the same page so you can sit in front of your customer with one voice, and with the most competitive offering.

IMPROVE THE ACCURACY AND PREDICTABILITY OF YOUR FORECASTING

> Align your global commercial operations with clear and consistent metrics: net profits, capacity, and volume.

The Cloud Platform behind Lanetix: Salesforce1

Over 100,000 companies rely on Salesforce1, including Fortune 500 corporations such as General Electric and Wells Fargo. With the Salesforce1 cloud platform, infrastructure management is eliminated and upgrades are seamless. It also means Lanetix shares the same security, governance, and data handling regimen as salesforce.com’s own applications.

About Lanetix

Lanetix provides cloud-based CRM and workflow for logistics and transportation. Based on Salesforce1, our solutions help 3PL’s and ocean carriers evolve from relationship-based to value-creation selling. With Lanetix, sales and operations management gain global visibility across account teams and the ability to forecast based on the metrics that matter to their business (such as profit margins, capacity, and volume).

Email us directly at info@lanetix.com.

Cloud-based CRM for Logistics and Transportation