CRM
Beacon and Salesforce
Beacon and Salesforce
Salesforce is a customer relationship management platform used by sales, service and operations teams to manage accounts, orders and customer activity. Teams can bring Salesforce account and order context into Beacon so shipment updates sit alongside the customers and orders they affect.
How Beacon connects.
How Beacon connects.
Three ways in, depending on where your data lives today.
01
Business systems: ERP, TMS and planning tools, connected by API
02
Documents: invoices, rate sheets and shipment spreadsheets, uploaded or forwarded
03
Carrier and port data: through our data partners, across 160+ carriers
See the whole picture. Decide with confidence.
See the whole picture. Decide with confidence.
