Logistics infrastructureHow Kargo stood up an enterprise ready installation workflow on Salesforce in weeks.
Salesforce Field Service configured around Kargo's installation process — work orders, technician dispatch, checklists, mobile execution, and customer reporting, standardized from day one.
- Client
- Kargo
- Industry
- Logistics Infrastructure
- Services
- Salesforce Field Service
- Timeline
- Weeks, not months
We came to Preconfigured knowing our installation process, not Salesforce. They closed that gap immediately. Instead of weeks of discovery, they delivered working prototypes within days and iterated with our team until we had an enterprise ready installation workflow. They brought best-in-class practices to our domain without ever proposing scope we did not need.
The infrastructure of modern logistics.
Kargo builds logistics infrastructure for enterprise warehouses and loading docks.
The company's Kargo Towers use machine vision to align freight and data in real time, helping customers optimize how goods move in and out of their facilities.
Standardize installation without learning Salesforce.
As tower deployments accelerated, Kargo needed a structured installation workflow without months of CRM-platform discovery.
As Kargo accelerated tower deployments across customer sites, the team faced a question every fast scaling infrastructure company eventually hits: how do we standardize installation at the speed our customers need, without spending months learning a CRM platform we have never used?
Every Kargo Tower deployment depends on a precise installation sequence — site preparation, hardware setup, system commissioning, validation, customer handoff. As the company scaled, those installations needed to run as a structured, repeatable workflow.
The team needed Salesforce Field Service configured around their installation process specifically — work orders, technician dispatch, installation checklists, onsite execution, and customer reporting tied to each tower.
What they could not afford was a multi-month engagement learning Salesforce alongside a consultant. The deployments were already happening.
Working prototypes in days, not discovery decks.
Where traditional SIs led with phases and methodology, Preconfigured led with a functioning installation workflow.
After evaluating multiple Salesforce partners, Kargo chose Preconfigured. The difference showed up in the first meeting.
Where traditional Salesforce SIs led with discovery phases, process workshops, and methodology decks, Preconfigured led with working prototypes. Within days, the Kargo team was looking at a functioning installation workflow built around their actual deployment sequence — not a slide deck describing how one might look.
How the approach was different
- Prototypes over decks, with iteration cycles measured in days rather than weeks.
- Domain expertise from day one, with best practices brought in without pitching unnecessary scope.
- Salesforce knowledge owned by Preconfigured, so Kargo's team could stay focused on what they know — their installation process.
Field Service, configured around Kargo's actual workflow.
Built around how Kargo installs towers, not adapted from a generic Field Service template.
Preconfigured configured Salesforce Field Service around Kargo's installation workflow specifically.
Installation workflow foundation
- Work order management tied to each tower, customer site, and deployment milestone.
- Technician dispatch and scheduling for installation visits.
- Mobile execution so technicians can run the installation, capture data, and close jobs on site.
- Structured installation checklists ensuring every tower goes live correctly the first time.
- Site and asset records that track each tower through installation and handoff.
- Customer-facing reporting capturing what happened on each installation.
Every workflow reflected the company's real deployment sequence, validated through rapid iteration with the team running installations in the field.
The standardization is what matters. Every Kargo Tower installation now follows the same structured workflow with the same quality bar, regardless of technician or customer site. That level of consistency is what enterprise customers expect from infrastructure, and it is what allows us to scale.
Consistency, every tower, every site.
The configuration went live with Kargo's installation cadence already in motion. The impact showed up immediately.
The platform scales with the deployments.
Every new customer site running through the same structured process, with the same quality bar, on day one.
For Kargo, the installation workflow is now the backbone of how every new tower goes live.
As deployments continue to scale, the platform scales with them — every new customer site running through the same structured process, with the same quality bar, on day one.
For a company building the infrastructure of modern logistics, the win is what that consistency unlocks: customers who experience the same Kargo installation, every time, anywhere they deploy.