IFS SCRM 12.7 now integrates with Freight Management Systems' (FMS) cloud TMS, LOADPlus Pro. The integration will allow users to automatically sync accounts from FMS to IFS SCRM as well as other critical data, such as revenues, lane history, and more. The release also includes other new features and improvements.
FMS LOADPlus Pro Integration
SCRM can now integrate with Freight Management Systems' (FMS) cloud TMS, LOADPlus Pro.
The integration allows SCRM to automatically sync data from LOADPlus Pro, such as revenues, profits, gross margin, lane history, shipment count, and accounts.
Fetching this data allows users to see a complete picture of their customers (data from the TMS and SCRM is now unified under one platform)
New Custom Field Types
In addition to dropdown and multiple selection, custom field types now include single-line text, number, and date picker.
This would allow users to customize SCRM to their needs.
Reports such as sales owner activities and customer service owner activities can now be filtered by date range.
Reports with graphs were improved to have search on the data selection tool as well as better readability.