Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard.

Drive transportation and logistics success with AI.

Harness the power of connected data and Agentforce with a logistics CRM that helps you exceed expectations, unlock revenue opportunities, and meet the challenges and opportunities of today.

Industry leaders drive results in transportation and logistics with Salesforce.

Deliver world class customer experiences.

Build better relationships and improve operational efficiency with a unified customer view.

Build a 360-degree view of customers that can deliver insights and understanding of shipper needs and preferences across sales, marketing, customer service, and supply chain operations.

Statistics on volume, sales by segment, supply share and on-time delivery.

Gain valuable insights around pricing agreements and expected volumes, letting teams proactively follow up with customers and increase the likelihood of achieving projected business outcomes.

Freight Partner and Carrier home portal

Leverage connected data and agentic AI to address customer needs and provide personalized experiences by integrating advanced analytics to anticipate trends, enhance satisfaction, and drive growth.

Dashboards for insights, opportunities, and log meeting notes.
Statistics on volume, sales by segment, supply share and on-time delivery.
Freight Partner and Carrier home portal
Dashboards for insights, opportunities, and log meeting notes.

Empower employees with connected, data-driven experiences.

Give employees the tools they need to boost productivity, improve decision making, and streamline collaboration.

Empower employees with intelligent agents that search and summarize data, offer proactive suggestions, and autonomously execute actions, allowing employees to focus on tasks requiring their unique skillset.

The marketing section for a sales console of a freight company

Use purpose-built agents directly in the flow of work to request tracking updates, manage changes, open and manage claim tickets, and handle invoicing and payment inquiries.

A Slack thread

Accelerate onboarding, streamline your internal knowledge base, and enable employees to quickly access customer data, standard operating procedures, and policy documents.

A complete view of Slack conversations.

Leverage unified data, IoT devices, and agentic AI to detect equipment issues in real-time, prioritize dispatch teams based on IoT events, and ensure swift resolution.

App integrations on Slack
The marketing section for a sales console of a freight company
A Slack thread
A complete view of Slack conversations.
App integrations on Slack

Optimize operations and improve shipper experience.

Leverage connected data and Agentforce to drive efficiencies, boost satisfaction, and do more with less.

Enhance efficiency and scale by augmenting employees with AI agents who can provide rate quotes, book and schedule new shipments, order supplies, and answer general FAQ questions about services, rates, and availability.

A Sales Console with the focus on Einstein scoring.

Offer intelligent recommendations for premium services or highlight cross-selling opportunities, enabling you to enhance customer value and satisfaction while driving additional revenue.

Account Analytics dashboard in a Sales Console.

Analyze historical data, market trends, and external factors to provide accurate demand forecasting, predict maintenance needs, and optimize asset utilization.

A Sales Summary dashboard with Account Actuals.

Leverage forward-looking and historical data to gain real-time insight into inventory levels, order status, and transportation metrics to help identify bottlenecks, address issues, and make proactive adjustments.

Metrics related to shipments, active carriers, and shipment volumes.
A Sales Console with the focus on Einstein scoring.
Account Analytics dashboard in a Sales Console.
A Sales Summary dashboard with Account Actuals.
Metrics related to shipments, active carriers, and shipment volumes.

Salesforce for transportation and logistics FAQ

Customer relationship management (CRM) is a system that provides transportation and logistics companies a way to manage their shipper interactions across sales, customer service, and marketing, as a means to stay connected, streamline processes, and improve profitability.

CRM strategy for transportation and logistics includes improving shipper interactions, service delivery, and customer satisfaction. This is done by having a single source of truth for all shipper information across sales, service, and marketing and providing actionable insights from the data.

A logistics CRM provides transportation and logistics companies with a unified customer profile so they can deliver a great shipper experience with proactive, data-driven guidance and shift focus to high-value activities by streamlining operations with AI agents.

CRM helps transportation and logistics companies provide shippers with improved customer service, leading to increased retention. This is accomplished by centralizing customer information, enhancing communications, and tracking issues and resolutions to allow companies to identify trends to address.

Salesforce is consistently ranked the #1 CRM provider every year by a variety of organizations. Salesforce has transportation and logistics customers that include the largest enterprises as well as small- and medium-sized businesses who use our transportation CRM and Agentforce solutions.