_CloudCrest
Before we open a sandbox, we sit with your dispatchers, billing team, and ops leads. We map how work actually flows, not how it's supposed to flow, then build to match.
Short cycles keep everyone honest. We run two-week sprints in your sandbox: no black-box timelines, no surprises. AI-augmented development lets us move at a pace traditional consultants simply can't match.
Go-live is the start, not the finish. We stay on as a fractional Salesforce team, same people, same context, no rebuild-from-scratch every renewal.
We don't just install packages, we implement, optimize, and integrate the AppExchange products that transportation companies actually run on. Deep partnerships, real deployment experience, and the data model expertise to make them work together.
Sales Cloud that tracks margin, not just pipeline. Service Cloud that routes by lane and mode, not generic queues. Experience Cloud portals your carriers and customers will actually use. Every implementation built around transportation workflows.
Autonomous agents on Agentforce. Custom Apex triggers and LWC components. REST and EDI integrations to load boards, TMS providers, and accounting platforms. We write the hard stuff in-house, no offshore handoffs, no subcontractors.
ISV partners built for freight, Revenova, Akatia, Accounting Seed. The AppExchange stack that actually understands transportation.
Most orgs use 40% of what Revenova can do. We close that gap. Implementations, optimizations, and managed services built on deep platform expertise.
Manage inventory across one or multiple warehouses in a single application that works in tandem with Salesforce.
Native Salesforce accounting for carriers and brokers. GL, AP, AR, and financial reporting wired directly into your operations, no more reconciling across systems.
Sales Cloud, Service Cloud, and Experience Cloud, configured for brokers, shippers, and fleet operators. Not generic. Not templated.
Lead-to-cash flows that match how brokers actually win. Quoting, capacity sourcing, customer scoring, margin tracking, all wired into the CRM your sales team already lives in.
Case management, SLA tracking, and driver support workflows built for the pace of freight ops. Escalations that route by lane, mode, and urgency, not generic queues.
Self-service portals for carriers and customers. Track loads, submit documents, manage appointments, branded to your operation, built on Salesforce data.
Agentforce orchestration, custom Lightning apps, and platform engineering. The work that lives beyond configuration, built by engineers who know the platform cold.
AI is coming to every Salesforce org. The question isn't whether to adopt it, it's who governs it. We design, build, and manage autonomous workflows on Agentforce so your team stays in control while the platform does more.
Complex business logic, custom Lightning components, and platform extensions. The hard stuff legacy SIs subcontract. We write it ourselves.
REST and SOAP integrations to load boards, TMS providers, accounting platforms, and EDI trading partners. 204, 210, 214, 990, we speak the language.
Describing our situation as lost might even be putting it mildly. Enter CloudCrest, a true blessing in disguise. Their knack for understanding a client's requirements is exceptional, and their commitment to customer service has exceeded our highest expectations.What Our Clients Say · Read More Testimonials →
Ready to optimize your transportation operations? Reach out and we'll connect you with the right solution.