EvolvingTransportation, Logistics & Fleet Services
Transportation and logistics businesses run on tight timelines, thin margins, and constant communication with customers, drivers, and partners. When quotes, dispatch, fleet records, and customer updates live in separate systems and inboxes, delays and missed details add up fast. We help connect the front office with operations, so your team can move freight and serve customers from one clear view.
Built around how your business actually runs
Win and Quote New Business Faster
Rate requests handled through email and spreadsheets slow down responses and make pricing hard to keep consistent. We build a pipeline and quoting process with standard rates, lanes, and accessorials, so your team responds quickly and follows up on every opportunity.
Coordinate Dispatch and Scheduling From One View
When dispatch runs on phone calls, whiteboards, and disconnected tools, jobs get double booked or delayed. We set up dispatch in Salesforce for service and delivery teams, or connect Salesforce to your transportation management system for freight, so assignments and changes happen in real time.
Keep Customers Informed Without the Phone Calls
Customers who can't see where their shipment is will call, email, and call again. We automate status updates and give customers a portal to track orders, request service, and access documents like proof of delivery.
Stay Ahead of Fleet Maintenance and Compliance
Tracking inspections, maintenance, registrations, and insurance in spreadsheets leaves room for costly surprises. We centralize vehicle records with scheduled maintenance and automated reminders, so work happens on time and nothing lapses.
Onboard Drivers and Carriers With Complete Records
Collecting licenses, certifications, and agreements by email makes onboarding slow and audits stressful. We build onboarding workflows with document collection and expiry tracking, so every driver and carrier file stays complete.
See Revenue and Margin by Customer and Lane
When operational and financial data sit in separate systems, profitability is hard to see until month end. We connect your TMS and accounting data and build dashboards that show volume, revenue, and margin by customer, lane, and load.
