Logistics runs on legacy.
Your Salesforce shouldn't.

_
PHASE 01

Operations first, always.

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.

Process mapping Data model audit ROI baseline
PHASE 02

Build, ship, iterate.

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.

Agile sprints Live demos AI-augmented build
PHASE 03

Operate & expand.

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.

Managed services Continuous delivery Quarterly roadmap

Principles that
show up in practice.

01

Domain before tooling.

We understand transportation before we open a Salesforce org. Configurations that reflect how freight actually moves: lanes, modes, accessorials, detention, brokerage versus asset, the operating reality of dispatch and billing. Not generic CRM templates with your industry's vocabulary pasted over them.

02

Experts-only delivery.

Every engagement is staffed with consultants who have built in transportation before. No project managers between you and the work, no handoffs mid-engagement.

03

Outcomes, not hours

Fixed-scope projects, clear milestones, no scope creep theater. We measure success by what your team can do after we're done.

04

AI-augmented speed.

AI handles the repetitive work: boilerplate config, documentation, test scaffolding, data mapping drafts. Our consultants handle the judgment. You get both, and the timeline reflects it.

05

Show, don't tell

Every sprint ends in working software you can test. No status decks. No progress theater.

Let's start your Salesforce journey

Ready to optimize your transportation operations? Reach out and we'll connect you with the right solution.

503-828-7761
sales@cloudcrestc.com