Transportation Maagement
FOR SALESFORCE TMS

Salesforce Transportation Management System — bridges the CRM-to-transport execution gap.

CRM

Salesforce manages the customer relationship. SuiteFleet manages the transport operation behind every order, synced back automatically.

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Big & bulky last mile delivery — oversized goods and furniture delivery
Salesforce TMS Load Optimization
Customer orders from Salesforce group into consolidated loads by destination, weight, and delivery window, maximizing vehicle utilization.
Salesforce TMS Carrier Management
Carrier selection automated by cost, transit time, and service level to meet Salesforce-defined SLAs, with rate cards and performance scores maintained centrally.
Salesforce TMS Real-Time Tracking
Shipment status and live ETAs sync back to Salesforce records, so customer service reps answer inquiries instantly without switching systems.
Salesforce TMS Cost-to-Serve Analytics
Transport profitability and freight spend tracked per Salesforce customer account, syncing back for account-level reporting.

What Salesforce Manages, and What It Cannot:
Salesforce manages customer pipelines, quotes, and service agreements with real depth as the CRM of choice for logistics companies, freight brokers, and 3PLs. When a deal closes and goods need to move, Salesforce offers zero transport management capability: no load building, no carrier selection, no freight management, and no shipment tracking of any kind.

What Changes When Salesforce and SuiteFleet Are Connected:

  • Load optimization: customer orders consolidated into efficient loads instead of shipping individually.
  • Carrier management: automated selection by cost, transit time, and service level replaces manual carrier coordination.
  • Customer visibility: reps see live shipment status and ETAs directly in Salesforce records, closing the customer service blind spot.
  • Cost-to-serve visibility: transport cost and profitability tracked per customer account, replacing guesswork with real margin data.
  • Salesforce writeback: delivery status, POD, freight costs, and performance metrics sync back automatically, eliminating manual order re-keying.

Salesforce CRM + SuiteFleet TMS Workflow

Salesforce CRM

Customer Accounts
Orders + Quotes
Service Agreements
Shipping Requirements

Orders → ← Status
SuiteFleet TMS

Load Building
Carrier Selection
Route Optimization
Dispatch + Tracking

Carriers
FTL Provider
LTL Carrier
Own Fleet

Salesforce Customer Service View

Shipment Status Live ETA POD Records Cost per Customer

3PL Workflow

Quote in SF Order Won Plan in TMS Execute
SuiteFleet dashboard
Salesforce closes the deal. SuiteFleet moves the freight, and syncs the status back to the account automatically.
Salesforce + SuiteFleet

Salesforce manages the relationship. SuiteFleet manages the shipment.

SuiteFleet cuts transport costs by 18%, gives customer service reps 100% shipment visibility directly in Salesforce, and eliminates manual order re-keying entirely.
Multi-stop sequencing
Capacity-based planning
Traffic-aware routing

Who This Is For:
Logistics companies, freight brokers, and 3PLs using Salesforce as their CRM who need dedicated transport execution: load planning, carrier management, and shipment tracking that Salesforce cannot provide.

Technical Integration Details:
Connects via the Salesforce REST API and Platform Events. Customer orders, account data, and service level agreements flow in automatically at fulfillment stage, with shipment status, costs, and performance metrics syncing back to Salesforce records.

How It Works (steps):

  1. Customer orders and SLA data flow from Salesforce into SuiteFleet when orders reach fulfillment stage.
  2. SuiteFleet builds loads, selects carriers by rate and SLA, and optimizes routes across the fleet.
  3. Delivery status, POD, and cost data sync back to Salesforce records automatically.

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