Salesforce for Logistics Industry | All You Need to Know

The logistics industry has evolved from just stock-keeping to maintaining a large amount of inventory management and handling of that inventory with Unique IDs related to each product in the inventory. In order to manage large amounts of inventory and to provide integrated details of the inventory to the Dispatchers, Field agents, and other important stakeholders of the service chain, Salesforce has come up with the latest tools and automation at times to provide better reach and working process for the Inventory Management system.

Salesforce features in the Logistics Sector

In this article, we will discuss how Salesforce has changed the Logistics industry in today’s world.  Salesforce offers a wide range of tools and features that can be valuable for the Logistics industry. Here are some Salesforce features that can be used in the logistics sector:

1. Customer Relationship Management (CRM): Salesforce's core functionality is its CRM platform, which can help logistics companies manage customer interactions, track sales leads, and improve customer satisfaction. This is crucial for managing relationships with clients, suppliers, and partners.

2. Order Management: Salesforce can be used to streamline and automate the order management process, from order creation and tracking to fulfillment and delivery. This helps improve order accuracy, reduce errors, and enhance customer experience.

3. Inventory Management: Logistics companies can use Salesforce to track inventory levels, manage stock levels, and optimize warehouse operations. This can lead to better inventory control, reduced carrying costs, and improved supply chain efficiency. (Read more about this here)

4. Supplier and Vendor Management: Salesforce can be used to manage relationships with suppliers and vendors, track procurement processes, and ensure timely replenishment of stock. This can lead to better collaboration and more efficient sourcing.

5. Rental Management: Salesforce helps in managing the available and rented units all in one place. This can be of great help in adding another pillar of rental management to one’s organization. Deals can diverge on the basis of their Ownership, rental status, or seller status. The following image shows the number of possible opportunities related to one such unit present in the inventory.

6. Route Planning and Optimization: Salesforce uses FSL and can integrate with mapping and route optimization tools to help logistics companies plan and optimize delivery routes. This can lead to reduced fuel costs, shorter delivery times, and improved resource utilization.

7. Service and Maintenance Management: For companies involved in equipment maintenance or repair services within the logistics industry, Salesforce can help schedule maintenance tasks, track service requests, and manage field service technicians.

8. Real-time Tracking and Visibility: Salesforce can integrate with IoT devices and sensors to provide real-time tracking and visibility of shipments and assets. This enables logistics companies to monitor cargo conditions, location, and estimated arrival times.

9. Analytics and Reporting: Salesforce's robust reporting and analytics capabilities can provide insights into various aspects of logistics operations, such as order trends, delivery performance, inventory turnover, and more. This data-driven approach can aid in making informed decisions and optimizing processes. The following Images show a custom reporting component created by the Kizzy team. This component can be used to track the profit goal and actual profit generated by any individual user for a complete Year or for any particular quarter.

dont miss out iconDon't forget to check out: How to Choose the Perfect Salesforce Consulting Partner?

10. Mobile Applications: Salesforce offers mobile apps like FSL that allow field workers, such as delivery drivers or maintenance technicians, to access and update information on the go. This enhances communication and collaboration across the logistics network.

11. Customization and Integration: Salesforce's flexibility allows logistics companies to customize the platform to their specific needs and integrate it with other software solutions they use, such as ERP systems, transportation management systems (TMS), and warehouse management systems (WMS).

12. Document Management: Salesforce can help manage documents related to shipments, orders, contracts, and more. This ensures that important information is organized and easily accessible.

Explore what we offer in terms of Salesforce Quickstart Packages that we have for you.

Salesforce Implementation Partner (Kizzy Consulting)

These are just a few examples of how Salesforce can be utilized in the logistics industry. The platform's versatility and customization options make it a powerful tool for improving operational efficiency, customer service, and overall business performance in the logistics sector.


In summary, Salesforce's comprehensive suite of tools empowers the logistics industry with enhanced customer engagement, streamlined operations, optimized route planning, real-time tracking, data-driven insights, efficient supplier collaboration, mobile field services, customization, compliance management, and document organization. By leveraging these capabilities, logistics companies can achieve higher operational efficiency, cost savings, improved customer satisfaction, and a competitive edge in the dynamic logistics landscape.

dont miss out iconCheck out another amazing blog here by Kizzy Consulting: How to Choose the Right Salesforce Implementation Partner in the USA?

Kizzy Consulting

Kizzy Consulting is a Salesforce Consulting Partner in the USA and has successfully implemented 100+ Salesforce projects for 100+ clients across sectors like Financial Services, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, and Australia. Get a free consultation now by emailing us at [email protected] or Contact us.


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