You invest millions in generating leads, but your team acts like they are dispatching orders
Freight forwarding and international trade companies operate with personal WhatsApp, disconnected spreadsheets, and salespeople who spend more time on documentation than closing. Revenue Hub professionalizes your commercial management so your marketing investment stops filling a leaky bucket.
Challenges We Know Well
Because we've already solved them for companies like yours.
Commercial black box management
Client interactions live in personal WhatsApp and disconnected spreadsheets. There is no traceability of the company's commercial assets: you do not know whether a lead was contacted in 5 minutes or 5 days.
Salespeople as "order takers"
The team operates passively, waiting for the client to send the cargo before activating the process. Sales reps spend a large portion of their time on post-sale operational and documentation tasks, diluting their closing capacity.
Leads without qualification or segmentation
Digital campaigns generate high volume but without quality filters: budget, cargo type, defined supplier. The team gets overwhelmed with under-capitalized entrepreneurs while high-value B2B accounts go unattended.
Blind decision-making
There are no reliable metrics on team performance or return on ad spend (ROAS). Leadership does not know which campaigns work, which salespeople convert, or where the bottleneck is.
Asia-LATAM freight forwarder in scaling phase
International logistics scale-up with Cargo and Trade (Sourcing) units, a team of 10-15 salespeople, and Asia-LATAM operations. Previous CRM functioned as a contact repository without automation. Salespeople mixed sales functions with post-sale documentation. They aspired to manage 1,000+ leads per month but with manual processes it was unsustainable.
Migration to a unified CRM with architecture adapted to freight forwarding: differentiated pipelines for Ecommerce/Entrepreneur (automated, low-touch) and Sourcing/Corporate (consultative, high-touch). Automatic filters on forms to eliminate leads without budget. Contact SLAs with automatic rotation at 24 hours. Radical separation of Hunter (acquisition) and Farmer (portfolio development) roles.
“There is no point investing millions in marketing to bring in leads if the team acts like they are dispatching orders instead of selling. The tool does not work magic; if we do not change the management discipline, we will keep filling a bucket with holes.”
Revenue Operations with HubSpot for Logistics & International Trade
Separate sales from operations
The sale in logistics does not end with the "yes": it requires packing lists, invoices, certificates of origin. Revenue Operations radically separates the Hunter from the Back-office so each one does what they do best.
Differentiated flows by client type
The micro-entrepreneur importing their first container is not the same as the corporate company with recurring sourcing. We design automated flows for low-touch and consultative flows for high-value.
WhatsApp integrated, not eliminated
In logistics and trade with Asia, WhatsApp is the dominant channel. The goal is not to eliminate it but to integrate it into the CRM so the negotiation history stays with the company, not on the salesperson's phone.
Revenue Operations for Freight Forwarding & International Trade in Latin America
Freight forwarding and international trade companies in Latin America face a paradoxical challenge: they move containers with pinpoint precision from Asia, but manage their commercial process with personal WhatsApp, disconnected spreadsheets, and salespeople who mix closing functions with operational documentation. The result is an operation that grows in volume but not in efficiency.
Revenue Hub works with freight forwarders and international logistics companies in aggressive scaling phases, professionalizing their commercial management from the ground up. Our experience includes implementing automatic qualification filters that eliminate the noise of leads without purchasing capacity, contact SLAs with automatic rotation to ensure no high-value prospect goes unattended, and the structural separation of acquisition roles (Hunters) and portfolio development roles (Farmers).
In an industry where informal communication is the norm and B2B sales coexist with inexperienced importers, the key is not imposing a generic CRM but designing an architecture that reflects business reality: differentiated pipelines by client type, WhatsApp integration as a registered channel, and dashboards that give leadership real visibility into the return on every dollar invested in marketing.
Ready to Transform Your Commercial Operations?
Book a 30-minute conversation. No strings attached. We'll honestly tell you if we can help.