ISO aims to assist Account Managers in protecting and growing customers as well as maximizing operational efficiency.
Protecting and Growing Customers
Separate your customer service to create stronger partnerships and grow market share
Understand your strengths and weaknesses to strategically grow your book of business
Eliminate poor serving carriers with a data driven approach
Mitigate “blind sides” for poor performance
Proactively address potential service issues!
Maximize operational efficiency
Time savings and access to performance data at your fingertips!
Proactively track your performance to customers
Collaborate in real time with your internal partners (Carrier Sales)
Seamlessly drill into service failures to reconcile customer scorecards
Use ISO pre-made dashboards to automate reporting!
Use Cases
Shipper Customer QBRs "In a Box"
Setting up your Dashboard
Easily configure QBRs for all of your Shipper Customers to automate reporting
Navigate to Analytics → Dashboards
Select the Folder in top Right Corner
Select Shared > Broker > Broker QBR
Copy the folder into your personal folder to make adjustments
Edit Dashboards to make changes and edit filters to select default values
Select your customer(s) you want and Save
Scheduling Delivery
Schedule delivery to your Shipper Customers on a regular cadence
Select the three dots in the top right of your dashboard > Schedule Delivery
Configure all applicable settings including -
Name your Dashboard Report
Set the cadence, date and time of delivery
Enter all email recipients
Set all applicable filters to ensure you are filtering the dashboard to the appropriate Shipper Customer
Look Up & Review Customer Performance
Navigate to your ISO Scorecard
Filter for the time frame and Customer you want to see Data for
See all of your high level KPIs and performance metrics
Navigate to the Carrier, Lane, Consignees, Facilities tabs to dive into performance & find areas to improve or promote!
Customize your table to move KPIs around and make the data actionable and easy to read!
