Certified Salesforce partner
Salesforce for logistics and supply chain companies
Salesforce for logistics means a CRM configured around lanes, shipments and accounts rather than generic sales: quote requests routed to the right desk in minutes, rates priced consistently, shipment status synced from your TMS, and one portal customers and carriers can check instead of emailing your team.
The logistics CRM problem
Shipments move fast, but the customer data is stuck in inboxes and spreadsheets
Most Salesforce orgs in logistics were configured for a software sales pipeline and then had lane and shipment fields bolted on. Here is what that costs a forwarder, a 3PL or a carrier every week.
Quote requests wait in a shared inbox
An RFQ for a lane, a spot rate request or a tender arrives by email or web form and sits until someone picks it up. By then the shipper has booked with a faster competitor.
Rates live in spreadsheets and people's heads
Lane rates, fuel surcharges, accessorials and customer-specific discounts are kept in files nobody fully trusts, so the same lane gets quoted three different ways.
The CRM and the TMS disagree
Bookings, shipment status and invoices live in the TMS, WMS or ERP and get retyped into Salesforce, so account managers never see the full picture of an account.
Customers chase status by email and phone
“Where is my shipment?” is the most common question your team answers, and every answer means switching between three systems.
Carriers and partners are managed by email
Onboarding documents, insurance certificates, rate confirmations and performance live in inboxes, so nobody can see which carrier or agent is actually reliable.
Salesforce is running, but nobody owns it
The org was set up years ago by a partner who has moved on. One power user keeps it alive, sales tracks the real pipeline in spreadsheets, and nobody trusts the reports.
Before you commit
Should you move sales and customer service off your TMS or basic CRM and onto Salesforce?
Often, not yet. If your TMS has a built-in CRM that covers a simple, direct sales motion, staying put is cheaper.
Salesforce earns its place when several teams quote and sell across modes and regions, accounts need one view across sales, service and operations, customers or carriers need a portal, or the TMS and ERP have to feed one pipeline. Our free Health Check gives you that answer before you commit budget.
Stay on your current tools if
- One office, one mode, and your TMS already covers sales and service
- Quotes are simple and rarely change
- Nobody is asking for a customer or carrier portal
- You have no in-house or partner capacity to own a Salesforce org
Move to (or fix) Salesforce if
- Several desks quote across modes, lanes and regions
- Leads arrive from the website, tenders, agents and inbound calls at once
- Customers or carriers need a portal, not another email thread
- Sales, service and operations need one account view tied to the TMS
Why TrueSolv
Salesforce built around the quote, the shipment and the account
Modelled on lanes and shipments, not pipeline
Accounts, lanes, quotes, bookings, shipments, carriers and claims are modelled as they actually behave, instead of a generic opportunity stage renamed to “In transit”.
Routing that escalates on its own
Quote requests and service cases reach the right desk by mode, lane, region or account, with an automatic first response and escalation when nobody picks up.
Quotes priced the same way every time
Rate tables, surcharges, accessorials and customer-specific pricing are applied by rules, with approvals for margin exceptions, so a quote takes minutes instead of an afternoon.
TMS and ERP data that stays current
Bookings, shipment milestones, invoices and credit status sync into Salesforce automatically, so account managers see what is actually happening on every account.
Direct access to certified Salesforce engineers
You work with Salesforce-certified developers and architects, with no account manager relaying messages. Faster answers and faster fixes.
Fixed scope, fixed price
Every engagement starts with a written scope you approve before work begins. No time-and-materials billing and no scope-creep invoices.
How we work
How much does a Salesforce implementation for logistics cost?
There is no package table here on purpose: team size, data volume and integrations vary too much for one to fit honestly. Every project is quoted as a fixed scope at a fixed price after a discovery call, and managed retainers afterwards start at $1,000 per month. Below are the three shapes an engagement takes.
Fix the one thing that is costing you loads
For logistics teams already on Salesforce who need a specific problem solved rather than a rebuild.
- Quote request routing, notifications and escalation
- Rate and quote templates with approvals
- A single TMS, ERP or tracking integration
- Account and lane data model
- Pipeline and quote win-rate dashboards
- Post-launch support included
The whole system, end to end
For forwarders, 3PLs and carriers moving onto Salesforce, or rebuilding an org that never fit.
- Everything in Targeted build
- Sales Cloud and Service Cloud set up around your modes and desks
- Rate management and quoting (CPQ or custom)
- Two-way TMS and ERP sync for bookings, status and invoices
- Experience Cloud portal for customers or carriers
- Service Cloud for shipment cases, exceptions and claims
- Data migration, dedupe and cleanup
- Team and admin training with documentation
Delivered in phases, with the highest-impact workflow live first
Your Salesforce team without the hire
For teams already running Salesforce who need it maintained, monitored and improved every month.
- Ongoing administration and user support
- TMS and integration monitoring
- New automations as lanes, rates and services change
- Reporting and dashboard updates
- Release management and testing
- Direct contact over Slack or Teams
Salesforce licenses are billed separately by Salesforce and are not included in our proposals. We scope the license mix with you during discovery, so the figure you approve is the figure you pay us.
What we build
Salesforce capabilities for logistics teams
The areas we deliver across, from the first quote request through to a delivered shipment, the service case behind it and the reporting on top.
Leads and quote requests
- Website, tender and email RFQ capture
- Routing by mode, lane, region or account
- Automatic first response
- Escalation when nobody replies
- Duplicate detection on inbound requests
Rates and quoting
- Lane rate tables and surcharges
- Accessorials and customer-specific pricing
- Margin rules and approval workflows
- Quote documents and e-signature
- Quote-to-booking conversion
Shipments and TMS
- Two-way TMS and WMS sync
- Booking and milestone status in the CRM
- Invoice and credit status from the ERP
- Exception alerts on delays
- Integration monitoring and error alerts
Accounts and lanes
- Key account plans and volume commitments
- Lane-level revenue and margin
- Contract and tender tracking
- Territory and rep assignment
- Relationship history that survives turnover
Carriers and partners
- Carrier and agent onboarding
- Insurance and compliance document tracking
- Performance and on-time scorecards
- Rate confirmations
- Partner and agent network management
Customer service
- Service Cloud case management
- Shipment exceptions and claims
- Email-to-case and live chat
- SLA and escalation rules
- Knowledge base for common questions
Portals
- Experience Cloud customer portal
- Shipment status and document access
- Quote requests and booking forms
- Carrier and agent portal
- Self-service claims and support cases
Reporting and handover
- Quote turnaround and win-rate dashboards
- Account, lane and rep performance
- Service and on-time reporting
- Team and admin training
- Documentation and post-launch support
Who it's for
Built for logistics and supply chain companies at every stage
Forwarder, 3PL, carrier, broker or last-mile operator — the realities of quoting, moving and servicing freight are close enough that the same Salesforce foundation works, adjusted for how each one actually operates.
Freight forwarders
Air, ocean and multimodal quoting across many lanes and agents. A CRM that shows every account, lane and quote in one place instead of in each desk's inbox.
3PL and warehousing providers
Contract logistics with long sales cycles, onboarding projects and ongoing service. One account view across sales, operations and customer service.
Trucking companies and carriers
Shippers, lanes and capacity managed in one pipeline, with quotes that go out fast and customer service that does not depend on phone calls.
Freight brokers
High quote volume and thin margins. Routing, consistent pricing and carrier management that keep reps selling instead of searching.
Last-mile and courier companies
B2B accounts, service-level commitments and delivery exceptions handled in one system, with a portal customers can actually check.
Teams with an unowned Salesforce org
Salesforce is in place but was configured years ago for processes you no longer follow. Reporting is manual and the team quietly works around it.
The economics
A managed retainer costs a fraction of a Salesforce hire
Salesforce Administrator
- $85,000 to $110,000 in base salary
- Plus payroll taxes and benefits
- Plus recruiting cost and time to hire
- One person, who can leave
- You pay for the quiet months too
A team, on call
- Certified admins, developers and an architect
- No recruiting and no onboarding
- No single point of failure
- Scope flexes with what you actually need
- Direct communication via Slack or Teams
For most logistics companies under 250 staff, the retainer covers everything the hire would have done, and covers the months where there is nothing to do without paying for them.
Delivery timeline
How a Salesforce implementation for a logistics team works, step by step
Defined milestones, a written scope before any work starts, and your team involved at every stage.
Discovery call
We learn your modes, desks, quoting process, TMS setup and where deals currently stall.
Requirements mapping
We document lanes, rate rules, integrations and the exact scope and deliverables.
Fixed-price proposal
A clear proposal, timeline and contract, signed off before we start.
Build
Quote routing ships first, then pricing, TMS sync, portals and service, with regular check-ins.
UAT and training
Your team tests everything, we train reps, service and admins, issues close before go-live.
Go-live and support
Your Salesforce is live and the team is ready, with post-launch support included.
Products and clouds
Salesforce products we configure for logistics
Case studies
Real Salesforce results for operations-heavy teams
Projects that solve the problems logistics teams bring us most: ERP sync, partner self-service and faster, more accurate quoting.
Contracts and vouchers run in Salesforce with real-time SAP sync
Operators switched between Salesforce and SAP for every contract, and errors grew with the record volume.
Platform: Sales Cloud · SAP
Partner portal with self-service, adaptive forms and automatic PDFs
Partners needed a Knowledge Base and case forms that worked across Salesforce, guest sites and external iframes.
Platform: Sales Cloud · Experience Cloud
Quote lines edited in one table, PDFs versioned automatically
Reps managed quote lines across multiple screens and assembled customised PDFs by hand for every version.
Platform: Sales Cloud · Experience Cloud
Salesforce integrations
Salesforce integrations for logistics: the tools teams actually run on
We connect Salesforce to your TMS, ERP, tracking and communication stack so nothing gets re-keyed between systems.
TMS and WMS
- CargoWise
- Magaya and Descartes
- McLeod and MercuryGate
- Custom and in-house TMS
ERP and finance
- SAP
- NetSuite
- Microsoft Dynamics 365
- QuickBooks and Xero
Visibility and tracking
- project44 and FourKites
- Carrier and EDI feeds
- Telematics and GPS data
- Customs and compliance data
Documents and e-signature
- DocuSign
- Dropbox Sign
- Conga
Communication
- Twilio SMS
- RingCentral and Aircall
- WhatsApp Business
Load boards and marketplaces
- DAT and Truckstop
- Freight marketplaces
- Tender platforms
Marketing
- HubSpot
- Mailchimp
- LinkedIn and Google Ads
Anything else
- Most platforms with a REST API
- Native AppExchange connectors
- Scoped during discovery
Credentials
Certified Salesforce partner, verified on AppExchange and Clutch
Always included
Included with every logistics project
Every TrueSolv engagement ships with these, because the details should not be an upsell.
Dedicated Salesforce developer
Your developer is the direct point of contact from kickoff to go-live. Real people who are reachable, not a ticket queue.
IncludedPost-launch support
A defined support period after every go-live. If something is not working, we fix it at no extra charge.
IncludedAdmin documentation
Full process documentation and a video walkthrough, so your team stays independently operational.
IncludedSalesforce Health Check
We audit the existing org before every project to surface technical debt and quick wins from the outset.
Free with projectTeam and admin training
Live training for the sales reps, service agents and admins who will use it daily. Adoption is what makes the build worth paying for.
IncludedClient reviews
Trusted by teams around the world
Verified reviews sourced directly from our Upwork and Clutch profiles.
“I have been consistently impressed with their work, and I would not hesitate to recommend them to others.”I highly recommend TrueSolv for Salesforce outsourcing services. They are a reliable and trustworthy partner who has helped us optimize our Salesforce setup, develop all types of simple and complex workflows, and benefit from automation. The developers at TrueSolv are experienced and knowledgeable, and they are always willing to go the extra mile to help us achieve our goals. The team is quick on their feet, and can scale up or down easily as needed. They simply act as an extension of the internal team. Thank you TrueSolv!
“I appreciate expertise, speed, quality & competency.”TrueSolv did a great job in all the areas where it matters. I appreciate expertise, speed, quality & competency. Sergey is able to gather a team and execute on customer’s request as needed and provide meaningful results in a timely manner. I recommend TrueSolv services.
“The team is brilliant”We’ve outsourced to TrueSolv a huge project for our Salesforce instance. Our collaboration saved us a lot of time on educating ourselves on how to develop this functionality. We enjoyed both the result and the process. The team is brilliant – always online and ready to help! All the adjustments are implemented spectacularly fast. Thank you so much for the collaboration!
We give a high rating for the services provided in terms of quality.TrueSolv Team participated, as Salesforce developers, in the project “Salesforce Agent Integration”. We received all the services we requested as stipulated in the contract, as well as the necessary support, where applicable.
“We really hope to work with you for a long period”I have had the pleasure to work with TrueSolv since 2020. It is incredible their capability to satisfy our business needs providing professional services with a high level of competencies, very good communication and capability to deliver on time and on quality. Nice job TrueSolv! We really hope to work with you for a long period and help you to grow, grow and grow again.
TrueSolv team are amazing!Speed, quality & super competent people both on business & tech side combined with proactivity results in awesome solutions delivered. Proactively foreseeing issues and offering scalable & sound solutions is what I like the most, highly recommended!
They were a wonderful partner to solve my Salesforce issuesTrueSolv successfully completed the project, validated the PBO configuration, and documented the onboarding workflow. The team was professional, communicative, and kept the client informed about the project’s progress. The client was also impressed with TrueSolv’s expertise and project management.
From our blog
Salesforce insights from our blog
Insights, how-to’s and Salesforce best practices from the TrueSolv team.
Questions
Frequently asked questions about Salesforce for logistics
Book a free discovery call
Tell us how quote requests and customer questions reach your team today and where things break down. We come back within one business day with a straight answer about what makes sense.
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