Structure the request
Capture origin, destination, service type, volume and timing using agreed location and service references.
- Receives
- Transport or fulfilment enquiry
- Produces
- Normalized commercial requirement
Logistics
Bring enquiry requirements, account ownership and customer communication into a consistent operating process.
Let’s connect
Connect commercial demand to service coverage
Qualify an enquiry using the lane, service and account context, then preserve a clear boundary between the CRM and shipment operations.
Check ownership
Match the account and service coverage before assigning sales or a specialist team.
- Receives
- Requirement and coverage rules
- Produces
- Qualified owner and quotation task
Connect outcomes
Link quotations and contracts to operational references while reading shipment state from its owning platform.
- Receives
- Accepted quote and operations reference
- Produces
- Commercial to service reporting
Step 1 of 3
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Operations master data | Uses consistent origin and destination definitions. | |
| Service owner | Distinguishes requirements with different routing rules. | |
| Transport system | Remains authoritative for operational progress. |
Resolve the important decisions.
Commercial and operational status
A won contract can contain many shipments. Keep opportunity state separate from shipment events.
Coverage changes
Version territory and service rules so an earlier routing decision can still be explained.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
Built around how you operate.
Logistics enquiries can depend on geography, service type, route and account relationships. UniLink helps structure those requirements so commercial teams receive complete context and customers reach the right owner.
The scope can connect CRM activity to approved service information and operational reporting. We define which data belongs in marketing and account workflows, and which should remain in transport, warehouse or operational systems.
What we help you build.
Service enquiry structure
Capture the service, geography and commercial requirements needed for effective routing.
Account and territory rules
Preserve existing customer ownership and assign new opportunities to the appropriate team.
Operational context
Assess approved signals from service systems for relevant account communication.
Commercial reporting
Review enquiry sources, service interests and pipeline progression using shared definitions.
How the work comes together.
Capture the requirement
Collect the information required to understand the enquiry and identify the service team.
Coordinate ownership
Match the account and route the opportunity according to agreed commercial rules.
Maintain the relationship
Connect relevant service context to ongoing account engagement and review.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
A few practical questions.
Does this replace a transport management system?
No. The scope focuses on marketing, CRM and relationship operations, with approved integrations to operational systems where required.
Can different regions have different routing rules?
Yes. Regional ownership can be modeled within a common framework that also defines exceptions and account precedence.
Make the next connection.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.