Salesforce Solution for Transportation Management System (TMS)

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Freight Transportation Manager (FTM) Platform: Best Premier Salesforce Cloud Solution for Transportation Management Systems (TMS)

Streamlining Operations with Innovative Features

Transportation Management System (TMS) Best solutions like Freight Transportation Manager (FTM) Platform are state-of-the-art, cloud-based platforms designed to optimize every aspect of your logistics operations. FTM is equipped with advanced tools that streamline communication among industry stakeholders. Drivers can update statuses and manage paperwork while on the move, ensuring that all communications and activities are accurately logged within shipment records. This meticulous documentation promotes transparency and accountability across your operations.

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Salesforce Cloud Solution

Freight Management with FTM

Freight Transportation Manager (FTM) Platform

FTM is at the forefront of transportation management systems (TMS) in Salesforce, providing efficient solutions designed for freight forwarders, freight forwarders, dispatching companies and related companies.

Unlock the full potential of your shipping business with FTM, where innovation meets efficiency.

 

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Effective Solutions For TMS with FTM

Freight Trans Manager is a TMS and ERP solution tailored for trucking, warehousing, freight brokers, dispatching, and other transportation companies

salesforce TMS - Shıppers

Shippers

They usually source the loads. Examples are Manufacturers, Warehouses, etc.

Typically, they do not have their trucks/trailers to transport their goods. They might use the Equipment tab for their Forklift and/or local to short-distance vehicles.

Standard Salesforce Tabs: Accounts, Contacts, Products, Price Books, Reports, Dashboards.

FTM Tabs: Lane Quotes, Loads, Facilities, Item Movements, Inventory

Brokers

They are the middle man between Shippers and Carriers. Examples are Freight Forwarders, Dispatching companies, 3PLs, etc.

They usually do not have their own assets (trucks and trailers).

Standard Salesforce Tabs: Accounts, Contacts, Reports, Dashboards.

FTM Tabs: Lane Quotes, Loads, Facilities, Carriers, Legs, Load and Quote Line Items

salesforce TMS - Carriers

Carriers

They are the actual transporters. Examples are Trucking companies, Shuttle Services, Local Delivery companies, etc.

They usually own their own assets and also lease owner operators (drivers who own trucks) to transport Shipper's goods.

Standard Salesforce Tabs: Accounts, Contacts, Reports, Dashboards.

FTM Tabs: Loads, Facilities, Fleet, Services, Fuel, Driving Distances

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FTM General advantages

Maximizing ROI with Advanced Accounting Features

At FTM Platform, we understand the importance of maximizing your return on investment. Our Transportation Management System offers sophisticated accounting features that simplify invoicing and billing processes. With the ability to generate customized settlement reports and dashboards for drivers, owner-operators, and carriers, you can streamline your financial operations, saving both time and resources.

Empower Your Business with BI and AI Tools

Make informed decisions faster with the help of our integrated Business Intelligence (BI) and Artificial Intelligence (AI) features. Our TMS platform offers enhanced data visualization through customizable dashboards, allowing you to monitor key performance indicators in real-time. Equip your team with Einstein AI and Next-Best-Action tools, designed to improve operational efficiency and drive better outcomes.

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Who Can Benefit from Freight Transportation Manager?

Freight Transportation Manager is an ideal solution for carriers, freight brokers, dispatching companies, and other businesses within the transportation and logistics industry. Our TMS is built to cater to the unique needs of various stakeholders, ensuring that every aspect of your operation is supported by cutting-edge technology.

Flexible Subscription-Based Model with Easy Installation

Our subscription-based model eliminates the need for costly licenses, hardware, and IT staffing. Signing up for FTM is quick and easy, with Salesforce handling the allocation of your space and the installation of all necessary packages. Our platform integrates seamlessly with standard tools and systems, and our comprehensive training sessions ensure that your team can quickly adopt and utilize our TMS. Plus, you can easily expand your team’s capabilities by adding additional users to foster better collaboration.

By choosing Freight Transportation Manager, you are not only investing in a robust TMS but also empowering your business with the tools necessary for growth and success in the competitive logistics industry.

Freight Transportation Manager (FTM) Platform

General Introduction

 Highlight dashboards and list views which are vital for management to make quick, informed business decisions.

salesforce TMS - Shıppers

Shippers

Lane Quotes: Demonstrate how Shippers can accept or deny bids from Carriers/Brokers, which is crucial for their operations.

Load Tab: Show different list views like All, In Transit, and Invoice Status (Kanban). Illustrate how to instantly create essential PDF documents such as Rate Confirmation and Bill of Lading with a single click.

Facility Management: Display a Facility’s inbound/outbound movements, essential for warehouse managers to monitor inventory efficiently.

Brokers

Lane Quotes: Explain the quick quoting process for Shippers and show how to create a customer PDF quote directly from a Lane Quote record.

Load Management: From a Lane Quote, create a load to prevent double entry and maintain separate histories for quotes and shipments. Highlight the display of margin percentages and amounts within a load record—key metrics for Brokers. Demonstrate the generation of single-click PDF documents like Rate Confirmation and Invoices.

salesforce TMS - Carriers

Carriers

Fleet and Service Management: Present the Fleet and Service pipeline (Kanban) to review truck/trailer specifications and maintenance records.

Worker Payments: Discuss different payment structures such as per mile, percentage, and hourly, showcasing how to calculate these within the system.

Load Management: In the Load tab, show different views like All, In Transit, and Invoice Status (Kanban). Demonstrate how to easily create PDF documents like Invoices and Bills of Lading.

Already on Salesforce?

if the Answer is YES 🙂 so –> Install FTM on a Production or a Sandbox Org (for all users) from our AppExchange page.

if the Answer is NO 🙁 so –> Get a brand new Salesforce Enterprise Edition Org with FTM installation and sample data.

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Transportation Management Systems (TMS)

Salesforce TMS (FTM) Pricing

Freight Transportation Manager understands the unique needs of the transportation and logistics industry, offering specialized programs tailored for shippers, carriers, and brokers. Whether you are managing shipments, coordinating logistics, or brokering deals, FTM provides solutions that are designed to optimize and simplify your operations.

SHIPPERS

Per User
$ 90
/Month
Broker and customer profiles
Contact profiles
Carrier profiles
Google Maps integration
Reports and dashboards
Carrier and broker email notifications
Invoicing
Rate Con PDF generator
BoL PDF generator
Customer quotes
Carrier bids
Carrier and broker settlements
Income and expense tracker
Logging all communications in load records
Upload paperwork files to each load

BROKERS

Per User
$ 110
/Month
Customer profiles
Contact profiles
Carrier profiles
Worker profiles
Google Maps integration
Reports and dashboards
Carrier email notifications
Invoicing
Rate Con PDF generator
BoL PDF generator
Customer and carrier quotes
Facility management
Carrier settlements
Income and expense tracker
Logging all communications in load records
Upload paperwork files to each load
Bundling multiple loads for invoicing and billing

CARRIERS

Per User
$ 100
/Month
Broker and customer profiles
Contact profiles
Driver and owner Op profiles
Google Maps integration
Reports and dashboards
Customer email notifications
Invoicing
Fleet management
Fuel and driving distances
Driver and owner-operator settlements
Customer and broker quotes
Income and expense tracker
Logging all communications in load records
Upload paperwork files to each load
Bundling multiple loads for invoicing and billing

FAQ

Freight Transportation Manager’s Onboarding Process

Freight Transportation Manager, based in Irvine, CA, has distinguished itself as a premier provider of transportation management systems (TMS). Our products are trusted by hundreds of brokerage, carriage, and shipping companies throughout the industry. At FTM, we pride ourselves on being more than just a software provider; we are your partners in transforming logistics. With our intuitive software and thorough onboarding process, we empower you to master the complexities of transportation and logistics effortlessly.

Begin your journey with FTM through a smooth onboarding process. In this initial phase, we establish a Salesforce Enterprise Edition for you, install the latest version of Freight Transportation Manager, and configure pathways for Load, Lane Quote, Worker Hiring, and Service Pipeline, which includes Fleet Maintenance.

Tailor the FTM platform to fit your brand identity during the customization phase. Incorporate your company logo on key documents such as invoices, rate confirmations, bills of lading, and driver/carrier settlement PDFs. Enhance your branding with customizable themes and include vital company information to give the platform a personalized feel.

Empower your team with the knowledge they need to fully leverage the Freight Transportation Manager. Our comprehensive training phase includes everything from data import/export to customizing document generators to meet your specific requirements. Gain expertise in user/profile management, enablement, and object and field customizations. Expand your skills with in-depth training in Business Intelligence, focusing on reports and dashboards.

Achieve seamless connectivity with the essential tools your business depends on. FTM supports integration with third-party applications like Google Maps, QuickBooks, DAT, Saferwatch, GeoTab, Macro Point, PC-Miler, and others. Elevate your platform’s functionality with additional integrations, including EDI and cutting-edge AI-powered tools like Einstein Predictions and Next-Best-Action.

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