Freight broker migration guide
Revenova is built and deployed on Salesforce and positions that CRM ecosystem as a core advantage. ARK TMS is a standalone broker operating system. A move can simplify platform administration for a brokerage that does not need Salesforce-native transportation workflows, but it can also affect CRM, AppExchange apps, custom objects, automations, identity, reporting, and integrations. Treat the project as a Salesforce separation, not a simple TMS export.
Current public positioning
Revenova markets a cloud TMS for freight brokers, 3PL/4PLs, carriers, and shippers, with quoting, planning, routing, booking, dispatch, tracking, documents, settlement, customization, multimodal support, and predictive pricing. It states that the product is powered by Salesforce.
Read Revenova TMS and Salesforce positioningFit and proof
This is an evaluation framework, not a feature-count scorecard. Current contracts, plans, configurations, and integrations can change what either system supports.
| Decision area | Revenova TMS | ARK TMS | Acceptance test |
|---|---|---|---|
| Platform foundation | Revenova is a Salesforce application and benefits from Salesforce CRM, security, customization, and ecosystem tools. | ARK is a standalone web TMS with its own brokerage data model, roles, workflows, and reports. | Identify every Salesforce object, flow, app, permission set, dashboard, integration, and owner used by transportation. |
| CRM continuity | Revenova can combine transportation and CRM data inside the Salesforce platform. | ARK manages operational customer records; any separate CRM handoff needs an explicit future-state design. | Trace lead, account, contact, opportunity, quote, load, invoice, and service history across systems. |
| Customization | Revenova emphasizes flexible Salesforce-native customization and compatible business applications. | ARK offers product and organization configuration within a more opinionated broker system. | Translate each customization to a business requirement and reject unused platform debt. |
| Multimodal and global scope | Revenova markets multimodal planning plus multi-language and multi-currency support for logistics providers. | ARK is focused on U.S. freight brokerage workflows. | Test every mode, geography, currency, language, tax, and entity requirement before selecting ARK. |
Evaluation plan
Use the same people, source records, and acceptance criteria in both systems. A guided demo is useful; a completed workflow is stronger evidence.
Choose a real lane, customer, carrier profile, document set, and accounting path.
Enter or import the order, assign ownership, and confirm the operational fields.
Test the load-board, carrier, rate, safety, and confirmation steps you actually use.
Validate statuses, tracking, exceptions, documents, and team handoffs.
Generate the billing records and reconcile the supported accounting handoff.
Migration sequence
Confirm export rights, archive requirements, open-load ownership, provider credentials, and acceptance criteria before the prior system changes.
Inventory Revenova objects, standard CRM objects, flows, Apex, reports, dashboards, permission sets, apps, and integrations.
Decide whether Salesforce remains, is simplified, or is retired, and how customer and sales data exchange with ARK.
Translate quotes, orders, loads, routes, stops, carriers, documents, rates, charges, settlements, and status history.
Plan SSO, users, roles, API consumers, AppExchange dependencies, accounting, EDI, tracking, and analytics.
Validate operational and sales reporting across the new system boundary before disabling Revenova access.
Data scope
Cutover controls
ARK evidence
Migration FAQ
No. ARK is a standalone freight broker TMS. That can reduce Salesforce dependency, but a Revenova customer must still decide how CRM accounts, contacts, opportunities, activities, cases, and reporting will work after the switch.
Salesforce provides data export mechanisms, but usable migration data depends on Revenova object relationships, custom fields, files, history, formulas, automation, and permissions. Plan the export with the organization’s Salesforce and Revenova administrators.
Organizations that require Salesforce-native CRM and TMS customization, AppExchange applications, complex multimodal logistics, multiple currencies or languages, or carrier and shipper operations should not choose ARK without a detailed fit assessment.
Prove the fit
Bring one representative load, the integration list, required exports, and the people who own each handoff. Leave with documented fit, gaps, and next steps.