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Transportation Management for Shippers | FTM on Salesforce
For enterprise shippers · Salesforce-native since 2016

Your freight data exists.
Your business can’t see it.

Most shippers already have the data they need to control cost, govern carriers, and improve service. It’s just trapped across portals, inboxes, and TMS screens that don’t talk to Salesforce. FTM puts all of it on one platform, inside the system your business already runs on.

Selected by a global industrial manufacturer for 24 countries No integration layer
Salesforce‑Native
No integration layer
10+ Years
AppExchange ISV Partner
46+ Integrations
ERP, telematics, compliance
5 Continents
In production globally
Security Model
Inherited from Salesforce
Why this keeps happening

The average shipper runs transportation across four to six systems. Every handoff is where cost disappears and visibility breaks.

It isn’t a people problem or a process problem. It’s a structural one. When freight operations live outside the systems your business runs on, every team works from a different and incomplete picture. The cost of that gap compounds with every carrier, every lane, every customer.

~40%
of logistics team time spent chasing status, not managing freight
3 to 5 days
average lag between delivery and invoice reconciliation without automation
Month-end
is when most shippers find out what freight actually cost, weeks too late to act

“We don’t actually know our freight cost by lane until the end of the month.”

Finance is working from invoice exports. Operations is working from TMS data. Neither view is complete, and they’re never looking at the same numbers at the same time. Margin leaks in the gap between them.

“I know who delivered late last week. I can’t tell you if we should still be using them.”

Anecdotal performance knowledge isn’t carrier governance. Without lane-level history, scorecards, and cost data in one place, every carrier decision is made on gut feel, and every RFP cycle starts from scratch.

“Customer service has to call logistics every time a customer asks about a shipment.”

Freight visibility lives in the TMS. Customer records live in Salesforce. Your CS team sits in the middle, manually bridging two systems that were never designed to share data, and your customers feel it.

FTM Transportation Layer
One Salesforce org. Every freight entity.
Shipments & load records
Carrier & broker network
Customers & account records
Facilities & origin/destination
Documents & AI extraction
Invoices & carrier settlements
Freight spend & lane reporting
Exception workflows & alerts
Leadership dashboards & analytics
Transportation Control Layer

Not a TMS you connect to Salesforce. A platform that runs inside it.

FTM replaces the assembly of disconnected broker portals, carrier emails, spreadsheet reporting, and siloed TMS data with a single Salesforce-native transportation operating layer. Carrier execution, shipment visibility, freight documents, cost control, and customer workflows share one data model, inside the platform your business already runs on.

No duplicate records, no integration maintenance, no second security audit, and no reporting that requires exporting data out of three systems into a spreadsheet.

See it in a demo
End-to-end shipper lifecycle

Every step of the freight lifecycle, one Salesforce record.

From the first quote request to performance reporting, every stage of the shipper workflow lives on the same platform, connected to the same load record, with no data lost between steps.

01
Request
Shipper or account team creates shipment request in Salesforce
02
Quote & Tender
Rate generation, carrier tendering, bid acceptance
03
Assign
Carrier or broker assigned from approved network
04
Pickup
Driver confirmed, BOL generated, facility notified
05
In Transit
Live GPS, milestone updates, exception alerts
06
Delivery
POD capture, customer notification, claims triggered if needed
07
Invoice
AI-matched carrier invoice, AP/AR connected to load record
08
Report
Lane performance, carrier scorecard, spend by division
Every stage is connected. Shipment records link requests, assignments, documents, invoices, and performance data. Finance and operations see the same record. No re-entry. No gaps.
Carrier & Broker Governance

Knowing where your freight is matters. Knowing who should get it next time matters more.

FTM gives shippers the data to run an approved carrier and broker network with performance accountability at every level.

Approved Network Management

Maintain your contracted carrier and broker network inside Salesforce. Compliance status, insurance, and certifications managed in one place.

  • Carrier onboarding & vetting
  • RMIS, SaferWatch, Highway integration
  • Document compliance tracking
  • Expiration alerts & renewals

Performance Scorecards

Track on-time performance, service failures, and cost by lane for every carrier and broker in your network.

  • OTD by carrier, lane, facility
  • Claims history & service failures
  • Cost per lane vs. market rate
  • Broker margin visibility

Procurement Support

Use historical performance data to support RFP cycles, carrier negotiations, and lane award decisions backed by real Salesforce data.

  • Lane history & rate variance
  • Volume by carrier & broker
  • Preferred tender sequencing
  • Spot vs. contract comparison
Illustrative dashboard example
$847
Avg cost per shipment
↓ 4.1% lane renegotiation
99.1%
Invoice accuracy rate
↑ 3.2% vs manual process
12
Spend visibility dimensions
Lane · customer · carrier · division
Freight Spend Visibility

Freight spend intelligence your finance team can trust.

FTM connects freight cost data directly to Salesforce records, so finance doesn’t work from invoice exports while operations works from TMS screenshots. Everyone sees the same numbers, in real time.

  • Cost per lane, carrier, and shipment
  • Accessorial charges and rate variance
  • Spend by division, customer, and location
  • Broker margin and markup visibility
  • Invoice accuracy and dispute tracking
  • Freight spend vs. budget by period
Internal & Customer Visibility

Freight visibility without asking logistics every time.

When transportation runs inside Salesforce, every team sees what they need on the records they already work from, without routing every question through your logistics team.

Customer Service

Shipment status on demand

CS reps see live shipment status, ETA, and exceptions on customer records without calling logistics or logging into a separate tracking portal.

Finance

Cost and invoice status

Finance sees freight cost, invoice status, and carrier payment history on the same platform, no spreadsheet exports required.

Operations

Exceptions and escalations

Operations gets automated alerts on delays, missed pickups, and compliance issues, with the full load record one click away.

Sales & Account Teams

Freight activity on customer records

Account teams see freight volume, service history, and active shipments on customer accounts they manage in Salesforce every day.

Customers

Controlled portal visibility

Give customers self-serve shipment tracking through a branded portal, reducing inbound status calls and improving service perception.

Leadership

Real-time operational intelligence

Leadership sees freight performance, cost trends, carrier scorecards, and exception summaries in Salesforce dashboards, always current.

Salesforce-Native Architecture

Most TMS platforms integrate with Salesforce. FTM removes the integration layer entirely.

Running transportation inside Salesforce rather than syncing a TMS to it is a fundamentally different architecture. The difference compounds across security, reporting, workflows, and data governance.

Traditional TMS + Salesforce Integration
Separate application and loginTwo platforms to train, maintain, and audit
API connector requiredData sync delays, failure points, middleware cost
Duplicate recordsCustomer data lives in CRM and TMS separately
Separate security auditTMS security reviewed independently from Salesforce
Separate reporting layerExport to BI tool or spreadsheet to combine data
Integration breaksSupport ticket, wait for patch, redeploy
FTM · Salesforce-Native
One platform, one loginSalesforce SSO, profiles, and session management
Same data modelTransportation records live on your Salesforce org
One customer recordCRM and freight data unified, no sync required
Enterprise security modelSalesforce’s security and compliance infrastructure, inherited, not bolted on
Native Salesforce reportingDashboards on freight data, no BI tool needed
Nothing to breakNo connector layer. One vendor. One support team.
Platform Architecture

Built for multi-site, multi-team transportation operations.

FTM is designed for organizations with multiple locations, divisions, carriers, and transportation teams, sharing one Salesforce instance, with unified reporting and independent workflows.

Locations
Unlimited facilities, warehouses, and origin/destination points
Divisions
Different workflows, approval chains, and carrier preferences per business unit
1
Platform
Shared carrier network, consolidated reporting, unified dashboards
RBAC
Role-Based Access
Salesforce permission sets, profiles, and field-level security across all teams
M&A
Acquisition-Ready
Standardize acquired operations on a shared Salesforce-native platform, no replatforming required
Integration Ecosystem

46+ integrations across every layer of your tech stack.

FTM connects to the systems shippers already run, with pre-built integrations across ERP, telematics, compliance, and accounting. Every integration feeds data back into the same Salesforce freight record.

Accounting
Telematics & ELD
Visibility & Tracking
Carrier Compliance
Load Boards
Questions shippers ask

Before booking a demo.

Can FTM support multiple locations and facilities? +
Yes. FTM is designed for multi-site operations. Each facility, warehouse, or origin/destination can be configured with its own workflows, users, and reporting, while sharing a single carrier network and unified dashboard across the entire Salesforce org.
Can different divisions use different transportation workflows? +
Yes. Business units can run separate approval workflows, carrier preferences, rate structures, and document templates within the same Salesforce instance. Role-based access controls what each team sees and can do.
Does FTM work if we already use Salesforce? +
FTM is installed directly into your existing Salesforce org from the AppExchange. Your customer records, accounts, users, and existing automations remain intact. There’s no separate environment to manage, FTM extends what you already have.
What if we don’t currently use Salesforce? +
FTM includes Salesforce, so you can run transportation on the platform whether or not you already use it. No separate Salesforce procurement is required.
Can finance report on freight spend without exporting data? +
Yes. Because freight cost, invoice status, and carrier payment data all live inside Salesforce, finance teams can run native Salesforce reports and dashboards without exporting to spreadsheets or connecting a BI tool. Spend by lane, division, customer, and carrier is available in real time.
Can customers see their shipment status? +
FTM includes a branded customer portal that gives your customers self-serve shipment tracking visibility, reducing inbound status calls to your team without requiring customers to log into your internal Salesforce environment.
Can we manage carriers and brokers in one place? +
Yes. FTM includes carrier and broker governance: onboarding, compliance vetting via RMIS/SaferWatch/Highway, scorecards, performance tracking, and lane history, all inside Salesforce. You can run your entire approved carrier network from one platform.
How is implementation handled? +
FTM’s implementation team handles the Salesforce configuration, your team doesn’t need Salesforce developers to go live. Core workflows are typically operational faster than traditional TMS deployments. Engagements with multi-site configuration, ERP integration, or data migration are scoped individually on a discovery call.
30 minutes · Live demo on your operation

See how FTM would run your transportation network.

Talk to a platform specialist about your carrier network, freight spend, Salesforce environment, and operational complexity.

Book my demo
No contract No pressure Real answers from people who know freight
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