CRM (customer relationship management) is the front-office system of a business, since it holds all its information on customers. Meanwhile, TMS is a logistics platform that deals with the planning, execution, and optimization of the daily operations of transportation fleets.
But how does a company sync data between these two systems? What data points should you pull, and what will that data be used for? What are the best practices for integration? Can my sales team change invoicing if they can see them in the system? (Don’t worry. Just because they can see it doesn’t mean they can alter anything.)
In this white paper, we examine the benefits of integrating CRM and TMS, and we discuss the data points a company should carry from one program to another.