Sales Dispatch Performa

Streamline Communication between Sales and Dispatch with the Sales Dispatch Performa

The Sales Dispatch Performa is an essential tool for trucking companies to ensure seamless handover from the sales team to dispatchers. Designed to transfer crucial carrier details and track dispatcher efforts, this performa provides clear visibility for both dispatchers and company owners. It ensures that dispatchers are equipped with all the information they need to efficiently manage carriers while keeping company owners informed about dispatcher performance.

Key Features

1. Carrier Profile Transfer
• A detailed section to share carrier information, including equipment type, operational regions, preferences, and contact details.
• Ensures dispatchers have a complete understanding of the carrier’s needs and capabilities.
2. Next Hauling Date
• Tracks the next scheduled hauling date to help dispatchers plan and prioritize loads effectively.
• Minimizes downtime and ensures a smooth transition from sales to dispatch operations.
3. Dispatcher Effort Metrics
• Clearly documents the efforts made by dispatchers, such as calls made, load negotiations, and booking confirmations.
• Provides company owners with an overview of dispatcher productivity and dedication.
4. Enhanced Communication
• Facilitates a smooth handoff from sales to dispatchers, reducing confusion and improving operational efficiency.
• Serves as a bridge for sales teams to communicate carrier expectations and preferences.
5. Customizable and User-Friendly
• Flexible template that can be tailored to fit the specific needs of your company.
• Available in formats like PDF
6. Performance Tracking for Owners
• Gives company owners visibility into how dispatchers are handling carriers and performing their duties.
• Enables better decision-making and resource allocation.

Why Choose the Sales Dispatch Performa?

• Seamless Handoff: Ensures all relevant information is transferred from sales to dispatch without any gaps.
• Improved Accountability: Tracks dispatcher efforts and provides insights into their performance.
• Better Planning: Helps dispatchers manage carriers effectively with clear schedules and profiles.

Applications

• Transferring carrier details and requirements from the sales team to dispatchers.
• Tracking dispatcher actions and efforts for company owner review.
• Maintaining organized records of carrier profiles and schedules.

Get Started Today

Empower your dispatchers and keep company owners informed with the Sales Dispatch Performa, the ultimate tool for bridging the gap between sales and dispatch teams. Optimize communication, streamline operations, and boost productivity today!