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Transportation & Logistics CRM | Salesforce
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Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard. [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.

Contact us
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Industry leaders drive results in transportation and logistics with Salesforce.

Worldwide Express customer story [Worldwide Express customer story]
PODS customer story [PODS customer story]
FedEx customer story [FedEx customer story]
Forward Air customer story [Forward Air customer story]
Werner customer story [Werner customer story]
PODS [PODS]

Salesforce has unlocked so many wins for PODS, making it easier for our employees to serve our customers, putting in all the data in a singular application that our sales, service, and marketing team can utilize to really provide an exceptional experience.

Julie Krueger
VP of CRM, PODS, Records
Read the story

Deliver world class customer experiences.

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

Uncover shipper insights with unified data.

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

Improve commitment management.

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 [Freight Partner and Carrier home portal]

Scale staff to deliver 24/7 high-touch service with AI.

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

Maximize employee potential.

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 [The marketing section for a sales console of a freight company]

Boost productivity with Agentforce.

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 [A Slack thread]

Unify workflows and enhance collaboration.

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. [A complete view of Slack conversations.]

Improve incident management.

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

Boost sales efficiency.

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. [A Sales Console with the focus on Einstein scoring.]

Find more sales opportunities with AI.

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. [Account Analytics dashboard in a Sales Console.]

Improve operational reliability with data.

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. [A Sales Summary dashboard with Account Actuals.]

Unlock insights to drive customer satisfaction.

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

Build your transportation and logistics solution with the following Salesforce products:

Agentforce

Scale your workforce with agents for any business use case to drive customer success alongside humans.

Learn more

Sales Cloud

Improve sales rep efficiency with automated, intelligent sales tools that help your business scale.

Learn more

Service Cloud

Increase customer satisfaction, deflect more cases, and maximize efficiency with the most complete platform, powered by AI and data.

Learn more

Tableau

Make better business decisions with the world's leading data and analytics platform.

Learn more

MuleSoft

Integrate all your data, systems, or AI models, and automate any task or process to transform your business and drive real value.

Learn more

Marketing Cloud

Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.

Learn more

Slack

Power productivity with automation, knowledge, AI, and collaboration at the center of an open, extensible platform.

Learn more

Keep up with the latest transportation and logistics trends, insights, and conversations.

Watch webinar: Elevate Your Service Game: Insights from Estes and Salesforce [Watch webinar: Elevate Your Service Game: Insights from Estes and Salesforce]
Webinar

Elevate Your Service Game: Insights from Estes and Salesforce

Watch the webinar
Watch webinar: How Werner Elevates Logistics with Salesforce [Watch webinar: How Werner Elevates Logistics with Salesforce]
Webinar

How Werner Elevates Logistics with Salesforce

Watch the webinar
How to Drive Efficient Growth in a Changing Transportation and Logistics Landscape [How to Drive Efficient Growth in a Changing Transportation and Logistics Landscape]
Article

Three Ways AI is Transforming Service in Transportation and Logistics

Read the article
Create Marketing Magic in Transportation and Logistics [Create Marketing Magic in Transportation and Logistics]
Webinar

Create Marketing Magic in Transportation and Logistics

Watch the webinar
See all resources

Ready to take the next step with the worlds #1 AI CRM for Travel, Transportation, & Hospitality

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Salesforce for transportation and logistics FAQ

What is CRM in transportation and logistics?

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.

What is CRM strategy for a logistics and transportation company?

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.

How does CRM help the logistics of a company?

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.

How to use CRM to retain customers in a logistics and transportation company?

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.

What is the best transportation and logistics CRM?

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.

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