run your entire logistics business with salesforce. · fedex, ups, usps, dhl, royal mail and many...
TRANSCRIPT
Run your entire logistics business with Salesforce.
10 proven ways to automate processes, make customers happier and win more deals.
Table of Contents
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Zenkraft Automating Logistics
Customer Service CommunityEnable faster, easier shipment booking
Returns AutomationEasier returns means more orders
Pick and Pack AutomationShip orders faster
Transport Execution Use Smart Decisioning to book shipments
Documents, Labels & Packing SlipsBe compliant at all times
Notification Automation Shipment visibility is important as on-time delivery
APIs and WidgetsMake it easy for customers to book shipments
Fleet ManagementStriving for 100% asset utilization
Reporting and DashboardsA 40,000ft view of your business
Logistics AIPredict and fix issues before they happen
1. Customer Service Community
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Use Lightning Bolt to build a self-service portal for your customers.
When your customer logs into the self-service portal, they can view the status of every shipment in a single place. They can also book shipments manually or upload a spreadsheet to book multiple shipments in one go.
Book & Manage Shipments
Use Lighting Bolt
Customers can send Salesforce Chatter messages in real time at the Shipment level. The Chatter messages will appear alongside the shipment data in your Salesforce. This means resolving issues with Shipments can happen much faster.
Resolve Issues Quicker with Chatter
Using Salesforce’s reporting capabilities and CPQ, you are able to manage billing for shipments costs and surcharges. A credit card payment form can be embedded and PDF invoices can be made available for download.
Manage Billing & Invoices
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2. Returns Automation
Zenkraft Automating Logistics
Embeddable Returns forms
During the returns process your customer’s can configure “Reasons for Return” questions at a product or category level. This will enable you to collect valuable data for your customers about why items are being returned.
Your customers can embed self-service return forms into their e-commerce stores. You can configure the return address based on the reason for return. For instance, if a product is broken it may be sent to a repair centre, or if it is an unwanted gift it might be sent back to the DC for re-stocking.
The data collected can be analysed using Salesforce reports and dashboards. The reports and dashboards can be sent to product owners, business leaders and the necessary teams to identify product defects and why products are potentially DOA (dead on arrival).
Collect Return Data
Defect Analysis and DOA
Shipping StationsSet up multiple shipping stations, so that your warehouse staff can Pick, Pack, and Ship the orders using the simple to use web interface 100% based on Salesforce.
Highly CustomizableWith Lightning, the Pick and Pack interface is highly customizable which is well suited to Light Manufacturing facilities such as Assemble-To-Order and Kitting.
3KG
3. Pick and Pack Automation
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Desktop App
Your peripherals can connect directly to Salesforce using Zenkraft’s Desktop Connector App.
ERP-Integrated Picking Method Configuration Desktop Connector
Zenkraft is integrated with all of the Force.com ERP solutions including Ascent, Kenandy and Rootstock so customer data is updated instantly whenever warehouse staff pick, pack and ship the containers.
Custom Packing slips are generated as soon as the container to be packed has been finished.
Zenkraft’s picking capabilities can be configured to support:
- Batch Picking (using 4-12 orders)- Discrete Order Picking- Zone Picking
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4. Transportation ExecutionOnce an order is received for shipping, an LSP will often book the shipment with another carrier. This could be FedEx, UPS or any third party.
Zenkraft offers a way to automate that process with smart decisions. There are several different ways to make bookings outlined below:
A shipment can be related to any standard or custom object in Salesforce. You can book shipments manually using Zenkraft’s one-click shipping integration. This can be useful to ad-hoc shipments.
If you want to make smarter decisions, for example, ship any shipment to a certain state via LaserShip, or any shipment over 200 LBs via FedEx Freight, you can build unlimited processes to automate these decisions.
For high-volume pick-and-pack scenarios you can book up to 1,000 shipments at a time with Zenkraft APEX classes. Once generated this shipments can be auto-printed directly to your thermal printers.
Manual bookings
Apex Code Bookings
Process Builder Bookings
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5. Documents, Labels & Packing Slips
Automating Logistics
Label Generation Trade Documents Packing Slips
Generate carrier compliant shipping labels, BOLs or AWBs for 45+ carriers including FedEx, UPS, USPS, DHL, Royal Mail and many other carriers. You can also generate your own customized shipping labels for your own vehicles.
Automatically submit trade documents such as commercial invoices to customs clearance for pre-clearance. This will will mean you no longer have to attach paper commercial invoices and goods will clear customs faster.
Generate Packing Slips from Opportunity, Order or data from Force.com native ERPs such as Ascent, FinancialForce, Kenandy or Rootstock. Packging slips can be automatically sent to a laser or thermal printer.
COMMERCIAL INVOICE
PACKING SLIP
6. Notification Automation
Text
Mobile Push Notification
Voice
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Keeping your customer’s customers up-to-date with real-time tracking is just as important as delivering the shipment on time. Salesforce has several built-in capabilities to automatically send real-time, branded email notifications to shipment recipients.
Using Workflow or Process Builder makes it easy to send noticiations based on the “Delivered” shipment checkbox or the “Status Description” checkbox. Your customers can brand the emails with their logo, fonts and color scheme.
Text messages can be sent with third party applications available on the Salesforce AppExchange such as Twilio. Texts can be sent to the shipment recipient or third-parties.
Using the Salesforce Mobile SDK it’s very easy for your customers to embed mobile notifications into the iOS or Andriod applications. This is particularly useful for e-commerce stores who manage their own mobile applications.
With the Twilio Salesforce SDK you can create domestic and international telephone numbers to accept calls for parcel tracking queries. The inbound call can accept keypad or spoken tracking numbers.
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7. APIs and Widgets
Zenkraft Automating Logistics
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Id shippingPrefId = ‘a02U000000RN8Lk’;
zkups__QueuedShipment__c s = new zkups__QueuedSh
s.zk__LabelImageType__c = ‘GIF’;
s.zk__ServiceType__c = ‘Domestic: Ground’;
s.zk__PackagingType__c = ‘Your Packaging’;
Logistics is becoming increasing commoditized. The easier it is for your customers to book and track shipments the more likely they are to ship with you.
All Zenkraft applications are 100% Force.com native which means that you inherit the same reliability, security and trust that Salesforce have invested billions of dollars into. More information is available here: https://zenkraft.com/security
With Zenkraft’s Multi-carrier app it’s very easy to expose a beautiful REST API for your customers to use. This will enable them to quote, book, cancel, track and schedule shipment pickups.
The REST API is Swagger compliant which means that it’s very easy to generate client libraries for popular programming languages including Python, .NET, Java and Ruby.
REST API
Widgets
Shopping Cart Integration
100% FORCE.COM NATIVE
Force.com Sites enables widgets to be exposed publically and embedded within existing shopping carts or third-party applications. Widgets allow non-developers to add shipping functionality to their application.
It’s increasingly likely that your customer is using an off-the-shelf shopping cart system such as Shopify or Magento. With Salesforce’s “Integrations” feature it’s very easy to import order data, fulfil it and upload the tracking data back to your customer’s shopping cart.
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8. Fleet Management
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Effective management of your fleet as well as last mile delivery can have significant cost, fuel and labor savings for your logistics business.
Zenkraft’s Multi-Carrier Shipment enables all shipment data and checkpoint data to be centrally stored in Salesforce. Combined with third-party services such as Routific in the US we can help optimize vehicle routes to help gain as close to 100% asset utilization as possible to prevent empty-legs.
Optimize Routes
Collect PODs
Complete Visibility
The Salesforce Field Service Lightning App allows collection of signature data which is instantly uploaded into Salesforce after signature. This enables you to easily send email confirmations with signature images attached (see page 8 for more details).
Having all data stored inside Salesforce means that you can centrally report on all logistics operations and identify issues before they occur.
Shipment-level Cost TrackingWith GPS and route data inside Salesforce, you can track costs at a shipment level, indentifying opportunities to target new Accounts where you have spare capacity and profitability is low.
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9. Reporting and Dashboards
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Global Control Tower
Logistics Spend Analysis
Customer Control Tower
Combining customer and shipment data is simple. Generate reports showing logistics spend per customer or per supplier. You can easily see which employee has created each shipment to reduce rogue spending across your supply chain.
Your customers will like to see the visiblity of their inventory, orders and shipments you are managing for them. You can exposure a “mini-Control Tower” to your customers via a Bolt Community giving them the data they need to make decisions. This data can easily be made available as a CSV download or REST API to integration into their own ERP very simple.
Obtaining a global view of your logistics operation is crucial to the success of your 3PL. With Salesforce dashboards you can pull data from many sources (APIs, CSV, Custom Objects) and combine them to provide a global view of your logistics operations. This should enable action to be taken to prevent potential problems, without a centralized control tower, a lot of time will be spent on local fire fighting.
10. Logistics AI
Zenkraft
Artificial intelligence and logistics is the perfect union for businesses seeking a competitive edge – and a necessary combination for companies hoping to compete in the future.
Systems should learn from mistakes. If a particular commodity is regularly delayed in customs, users should be automatically alerted to make adjustments to the commercial invoice.
Predicting your customer’s demand based on economic, social, behavioural and historic data will enable you to ship inventory nearer to your customer’s customers before they place orders. Meaning products can be delivered same day or next day which consumers now expect.
Weather and conflict cost supply chains billions per year. Being able to predict them, adapt to them, and reschedule routes and modes will be crucial to supply chains of the future.
Self-Learning Systems
Anticipatory Logistics
Predicting Disruptions
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