The first 60 seconds

60 seconds to your first shipper - get started with ShipperCRM in a few easy steps.

Step by step walkthrough

Step 1: Browse Magic Map

When you first open up Shipper CRM after onboarding, you'll be presented with the Magic Map. Take a moment to browse around and check out all the shipper information that is available to you.

Click on a dot on the Magic Map that interests you. Once you do this, you'll see a panel pop open called the Shipper Profile which is divided into sections for location data, company information, and LinkedIn profiles of logistics employees.

Step 2: Request LinkedIn Profiles of Logistics Employees

On the Shipper Profile card, you'll see a section towards the bottom called LinkedIn Profiles of Logistics Employees. In that section, you'll see a button that says Request LinkedIn Profiles. Click this button to request profiles.

Instead of spending hours hunting down relevant LinkedIn profiles yourself, Shipper CRM will curate a list for you.

Currently this process takes 1-3 business days, but soon all shippers will have LinkedIn profiles immediately available for you to browse.

Step 3: Monitor requests for LinkedIn profiles

Next, hover over the left sidebar to expand it, and click on the Requests tab. This will take you to the request tracking page, where you can track all your requests for LinkedIn profiles.

If we were able to find LinkedIn profiles, you can view them by clicking on the LinkedIn request result for that row. This will take you back to that Shipper Profile in the Magic Map.

Once your LinkedIn profiles are ready, click on them to view them in the Magic Map.

Step 4: Save LinkedIn Profile as Contact

After you click on the completed request for LinkedIn profiles, you'll be taken to the Magic Map to view the associated Shipper Profile with the new LinkedIn profiles added.

From within the Shipper profile, you'll see a button on each suggested LinkedIn profile that allows you to save it as a contact in your CRM.

Add suggested profiles as contacts in your CRM

Click this button, and then go to the CRM by clicking on the CRM tab from the sidebar on the left.

Step 5: Request phone/email enrichment for contact

From within the CRM, you'll be able to see all your contacts. Direct your attention to the contact you just added in step 4. On the contact card, you'll see a button that either says Request Enrichment or Enrich Instantly.

Both of these buttons allow you to enrich the contact with human validated phones / emails for the contact by spending 1 enrichment credit, but they differ in timeline. Requests for enrichment takes 1-3 business days and can be tracked on the requests page, while instant enrichments are available immediately.

Click the button on the contact card to enrich the contact.

Next steps: Add interactions & reminders to contacts

Congratulations! You've found your first shipper through Shipper CRM. From here, you can further manage this relationship by adding interactions or reminders to your contacts. These are useful to cultivate new relationships more deeply, and to make sure existing relationships stay strong.