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TMS for Shippers on Salesforce | FTM
For enterprise shippers

TMS for Shippers.
Native to Salesforce.

FTM is a Salesforce-native TMS for shippers that connects carrier and broker governance, freight spend, dispatch, tracking, documents, invoices, customer visibility, and multi-site reporting in one system.

Salesforce Enterprise included Multi-site transportation Core workflows live in as little as 14 days
FTM SHIPPER COMMAND CENTERLIVE
97.2%On-time delivery
14Active carriers
28Loads in transit
99.1%Invoice accuracy
LoadLaneStatusCost
L-8421
Ontario → Dallas
Plant 01 · Dry Van
In TransitOn Plan
L-8422
Atlanta → Miami
DC South · Reefer
Tendered-2.4%
L-8423
Chicago → Denver
Plant 04 · Dry Van
POD InMatched
L-8424
Los Angeles → Phoenix
West DC · Flatbed
Review+1.1%
Built for shippers that need freight-spend control, carrier accountability, and network-wide visibility at enterprise scale.
4.9 ★
AppExchange rating
10+ Years
AppExchange ISV partner
46+ Integrations
ERP, telematics, compliance
24 Countries
Transportation operations supported
250 Locations
Customer sites served
14 Day Target
Core workflow go-live
Freight control at shipper scale

Control Freight Spend Before Month-End.

The average shipper runs transportation across four to six systems. As a result, cost, carrier performance, customer status, and invoice readiness often become visible only after the team can still change the outcome.

Lane cost appears after month-end

Finance works from invoice exports while operations works from TMS data. Therefore, neither team sees the complete freight cost while it can still act.

Carrier decisions rely on memory

Without lane-level service, claims, compliance, and cost history together, each award depends on anecdotal performance instead of governed data.

Customer service must call logistics

Shipment status stays in a separate TMS while customer records stay in Salesforce. Consequently, routine tracking questions become manual handoffs.

Documents delay reconciliation

Missing PODs, accessorials, carrier invoices, and rate differences slow invoice approval and hide freight-spend variance.

Freight Spend Finance Can Trust

See cost by lane, carrier, shipment, customer, division, and location from the same records operations uses.

Carrier Awards Backed by Performance

Use compliance, service failures, claims, lane history, rates, and tender behavior before assigning the next shipment.

Visibility on Customer Records

Customer service and account teams see status, ETA, exceptions, and freight activity without leaving Salesforce.

Workflow
Disconnected Stack
FTM on Salesforce
Carrier decisions
Email, memory, separate portals
Compliance, cost, and scorecards
Freight spend
Invoice exports after close
Live lane and network cost
Customer visibility
Calls and tracking portals
Status on Salesforce accounts
Documents
Inbox and manual entry
AutoFill creates records
Invoice control
POD chase and reconciliation
Rates, POD, and invoice together
Multi-site reporting
Separate facility reports
Live network roll-up
Shipper transportation workflows

Run the Shipper Workflows That Control Cost and Service.

Instead of operating separate carrier portals, tracking tools, document inboxes, and finance exports, shipper teams work from connected FTM records inside Salesforce.

01

Shipment Requests, Quotes, and Tenders

Create shipment requests, compare rates, tender approved carriers or brokers, and keep the award tied to lane and account history.

  • Rate generation and quote requests
  • Carrier and broker tendering
  • Preferred tender sequencing
Explore Quoting System →
02

Carrier and Broker Governance

Manage onboarding, compliance, insurance, certifications, service history, claims, lane fit, and contract performance before assigning freight.

  • RMIS, SaferWatch, and Highway
  • Carrier and broker scorecards
  • Spot versus contract comparison
Explore Carrier Onboarding →
03

Tracking, Exceptions, and Portals

Give logistics, customer service, account teams, and customers the shipment status, ETA, milestones, and exceptions each role needs.

  • Live GPS and milestone updates
  • Automated exception alerts
  • Branded customer portal
Explore Customer Portal →
04

Documents, Freight Spend, and Invoices

Connect BOLs, PODs, accessorials, carrier invoices, rate variance, disputes, and budget reporting to the same shipment record.

  • AutoFill document capture
  • Invoice matching and disputes
  • Spend by lane, carrier, and division
Explore Billing and Reporting →

Run the Full Freight Lifecycle on One Salesforce Record.

Every request, tender, carrier decision, document, invoice, and service event stays tied to the shipment, facility, carrier, customer, and Salesforce account.

01RequestCreate the shipment in Salesforce
02Quote and TenderGenerate rates and invite bids
03AssignSelect an approved carrier or broker
04PickupConfirm driver, BOL, and facility
05In TransitTrack GPS, milestones, and exceptions
06DeliveryCapture POD and notify customers
07InvoiceMatch rates, accessorials, and documents
08ReportReview spend, service, and scorecards

Govern the Approved Carrier and Broker Network.

Shipper teams can evaluate compliance, performance, lane history, cost, and tender behavior at the point of assignment.

  • Carrier onboarding, vetting, insurance, certifications, and renewals
  • Live RMIS, SaferWatch, Highway, authority, and safety status
  • Scorecards for on-time delivery, claims, failures, cost, and lane fit
  • Lane history, rate variance, volume, and spot versus contract comparison
  • Preferred tender sequencing for contracted carriers and brokers
  • Performance by carrier, broker, lane, facility, division, and equipment

Give Every Team the Right Freight Visibility.

Meanwhile, each stakeholder works from the same live shipment record without routing every question through logistics.

  • Customer service sees shipment status, ETA, and exceptions
  • Finance sees freight cost, invoice status, disputes, and payment history
  • Operations receives alerts for delays, missed pickups, and compliance
  • Account teams see freight activity on Salesforce customer records
  • Customers use branded self-service shipment tracking
  • Leadership reviews spend, scorecards, service, and network exceptions
Multi-site transportation

Run Every Facility and Division From One Shipper TMS.

Leadership gets consolidated network visibility while each facility and business unit uses the approval paths, carriers, rates, documents, and workflows its operation requires.

Network-wide freight-spend visibilityAs a result, leadership can review volume, cost, service, invoice risk, and carrier performance across every location.
Facility and division autonomyMeanwhile, role-based access supports local workflows, carrier preferences, approval chains, rate structures, and templates.
One carrier and customer truthTherefore, teams stop duplicating facilities, carrier records, customer records, lane history, and reports across disconnected systems.
Operating layerScopeControl
FacilitiesWarehouses, plants, origins, destinationsUnlimitedLocal
DivisionsIndependent transportation workflowsUnlimitedRole based
Carrier NetworkShared onboarding and scorecardsSharedGoverned
Leadership ReportingSpend, service, volume, and exceptionsOne viewLive
Acquired OperationsStandardize new teams without replatformingM&AReady
Salesforce native

Transportation Operations Run Inside Salesforce.

FTM does not sync a separate TMS database to Salesforce. Instead, customer, facility, carrier, broker, shipment, document, invoice, and reporting records share the same platform and security model.

Freight activity on the customer accountShipment volume, active loads, service history, invoices, and exceptions use the Salesforce records commercial and service teams already work from.
Enterprise security and governanceSalesforce SSO, roles, permissions, audit trails, approvals, and field-level security apply to transportation records without a second security layer.
Reporting without exportsBecause every dashboard links to the underlying record, leaders can investigate spend, service, invoices, exceptions, and carrier performance directly.
Salesforce Enterprise included if neededFTM can run in an existing Salesforce org or include the Salesforce environment as part of the rollout.

No Salesforce Integration Layer to Maintain.

A traditional TMS adds another login, duplicate customer records, API synchronization, separate reporting, and another security review. FTM removes that connector layer because transportation already runs on Salesforce.

One loginOne customer recordNative reportingSalesforce securityNo sync delayNo duplicate database
Review all 46+ integrations →
46+ shipper integrations

Connect the Systems Around the Salesforce Freight Record.

FTM supports ERP, accounting, telematics, visibility, compliance, routing, document, and load-board tools. Every integration returns operational data to the same shipment record instead of creating another reporting silo.

Explore the Integration Ecosystem →
FTM AutoFill powered by Freight Graph AI

Turn Freight Documents Into Governed Salesforce Data.

At enterprise volume, manual entry creates rate mismatches, accessorial disputes, delayed invoices, and unreliable spend reporting. AutoFill reads inbound freight documents and creates structured Salesforce records with human approval. The standard allowance includes 50 documents monthly.

See AutoFill on your documents →
Documents become data.Rate confirmations, PODs, BOLs, invoices, and accessorial documents attach to the correct Salesforce load.
Human approval stays in control.Confidence scoring lets teams approve exceptions instead of retyping every field by hand.
Finance gets cleaner close data.Invoice status, PODs, rates, and accessorials connect to the same operational record before month-end.
Executive visibility

Measure the Shipper Outcomes That Affect Cost and Service.

Therefore, connected operational and financial records help leaders review freight spend against budget, rate variance, broker margin and markup, on-time delivery, carrier performance, invoice accuracy, exceptions, and facility results.

Shipper Performance in One Reporting Layer

LiveSpend by lane, carrier, customer, division, and location
OTDService by carrier, broker, lane, and facility
1Platform for CRM, transportation, portals, and reporting
14Day target for agreed core workflows

Verified AppExchange Customer Story

“What set FTM apart is the control it gives us over the entire logistics process, from tracking carriers and shipments to receiving load updates directly inside Salesforce. We now manage the system rather than being managed by it.”

Derek Hoffritz
Verified FTM customer
Verified on Salesforce AppExchange →

In the demo, we map your monthly shipment volume, facility structure, carrier and broker network, freight spend, service targets, invoice process, and Salesforce environment to identify where control and savings can appear first.

Model the Impact
Shipper implementation

Core Shipper Workflows Live in as Little as 14 Days.

Because FTM is built on Salesforce infrastructure, implementation focuses on configuration, migration, integrations, testing, and training instead of building a separate CRM connector.

Rollout and pricing: FTM is scoped around users, facilities, divisions, carrier and broker workflows, integrations, AutoFill volume, reporting requirements, and rollout phases. If the agreed core workflows are not live in 14 days, your first month is free. Larger multi-site or custom deployments may use a phased rollout.
1
Days 1 to 3
Provision and configure

Set up the Salesforce org, FTM, users, roles, facilities, divisions, approval paths, and security.

2
Days 4 to 8
Migrate and activate

Import customers, carriers, brokers, facilities, lanes, rates, equipment, and core shipper workflows.

3
Days 9 to 12
Connect and test

Test ERP, accounting, compliance, tracking, telematics, documents, portals, and reporting.

4
Days 13 to 14
Train and go live

Prepare logistics, procurement, customer service, finance, leadership, and administrators for production.

What the Enterprise Shipper Rollout Scopes

The plan is built around your transportation network rather than a generic small-team package.

Facility, division, and entity structure
Salesforce environment, users, and roles
Request, tender, tracking, and invoice workflows
Carrier and broker governance tools
ERP, accounting, compliance, and tracking integrations
AutoFill document volume and approval process
Salesforce Enterprise included if neededExisting TMS migration supportedMulti-site rollouts availableCustom rollout plan
Shipper TMS FAQ

Questions Shipper Teams Ask Before Choosing FTM.

These answers cover multi-site transportation, divisional workflows, Salesforce licensing, freight spend, customer visibility, carrier governance, and implementation.

Can FTM support multiple locations and facilities?

Yes. Each facility, warehouse, origin, or destination can use its own workflows, users, and reporting while sharing one carrier network and unified Salesforce dashboards.

Can different divisions use different transportation workflows?

Yes. Business units can run separate approval workflows, carrier preferences, rate structures, and document templates in the same Salesforce instance. Meanwhile, role-based access controls what each team sees and can do.

Does FTM work if we already use Salesforce?

Yes. FTM installs into your existing Salesforce environment. Therefore, customer records, accounts, users, permissions, and existing automations can remain in place.

What if we do not currently use Salesforce?

FTM can include the Salesforce Enterprise environment as part of the rollout, so a separate Salesforce procurement is not required before implementation.

Can finance report on freight spend without exporting data?

Yes. Because freight cost, accessorials, invoice status, disputes, and carrier payment data live inside Salesforce, finance can report by lane, carrier, customer, division, and location without spreadsheet exports.

Can customers see their shipment status?

Yes. FTM includes a branded customer portal for self-service shipment tracking. As a result, customers receive visibility without access to your internal Salesforce environment.

Can we manage carriers and brokers in one place?

Yes. FTM supports onboarding, RMIS, SaferWatch, Highway, compliance, insurance, scorecards, service history, lane performance, rate variance, and preferred tender sequencing in Salesforce.

How is implementation handled?

FTM’s implementation team handles the Salesforce configuration, so your team does not need Salesforce developers to go live. However, multi-site configuration, ERP integration, and large data migrations may use a phased rollout.

Review your transportation network

See How FTM Would Run Your Carriers, Facilities, and Freight Spend.

An executive demo reviews your facility structure, freight volume, carrier and broker network, service targets, integrations, implementation scope, and Salesforce requirements.

Salesforce Enterprise included if needed  ·  Core workflows live in as little as 14 days  ·  No long-term contract required
Let's Talk!

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