Customer Account Set Up

Request Customer Account Number + Credit from Landstar

Create Customer Profile on Salesforce

Create Customer Point of Contacts on Salesforce

Add customer to LEADS & TMS if Applicable

Customer Account Set Up

Ensure you have all of the below items checked off to move freight for your customer efficiently.

1

Landstar Customer Number Created + Landstar Credit Line
2

Create Customer Account on Salesforce
3

Create Customer Point of Contacts on Salesforce
4

Add Customer to LEADS & TMS if Applicable
5

Create Load Templates
6

Create customer notes and detention policies
7

Create Rate sheet

Request Customer Account Number + Credit from Landstar

Gather the following information from your new customer:

1

Customer Company Name
2

Customer Company Address (Shipper/Consignee Address)
3

Customer Bill To Address
4

Customer Billing Point of Contact including name, email, & phone number

Next once you have gathered the information, you will want to request an account number with a credit line from Landstar. The attachment below will show you how to do so. Before you go through this step, calculate how much of a credit line you will need.

Asking your new customer for an estimated volume per week/month/or year and multiplying by the 'ball park' average rate per each load. Example: $1000 avg rate x 25 loads weekly = $25,000 x 4 weeks ~ $100,000 credit line

Create Customer Profile on Salesforce

Go to the Sales Force website and login

https://login.salesforce.com

Username: [email protected]

Password: transtorres16

1. Select ACCOUNTS once logged in

2. Select NEW

3. Fill in the blank fields per the image (Billing address is the address used for the Landstar Credit line request, Shipping address is the shipper or consignee address)

Create Customer Point of Contacts on Salesforce

Gathering point of contacts from as many departments as possible can be a great key in building a strong customer relationship.

Example of point of contacts:

Transportation/Logistics manager, transportation coordinator, Accounts Payables, purchasing, sales, CEO/President (upper management)

Add customer to LEADS & TMS if Applicable

Once a customer account number and name have been established in the Landstar System, you will need to add them to our customer list on LEADS and if using the TMS, then to the TMS as well. You will need the items below: