Salesforce for Manufacturing

Salesforce for Manufacturing

by Laura Tattersall

We understand the frustrations you may be facing in this current climate: inflation, labour shortages and supply chain disruptions to name a few. As a business, fragmented data and disconnected processes and systems may also be adding to these challenges. We can help you future proof your business with Salesforce.  

According to Salesforce research 86% of manufacturing CEOs say that digital transformation is a top priority. Investing in the right technology and modernising your operations can help you stand out in an already crowded industry and give you an advantage against the competition.  

Salesforce helps with forecasting Opportunities for upcoming Orders. You can use Opportunities and Product Scheduling within Salesforce to determine the quantity of materials and services needed for Orders at any given time, while using probabilities to predict the likelihood of Opportunity success. 

Salesforce allows you to easily structure your projects and monitor progress from start to finish. You can define roles and responsibilities, track contributions and deliverables, proactively respond to project risks and view the entire project on a single platform.  Project updates will provide real-time notifications across your entire teams. 

With Salesforce you can process, track and fulfill all your Orders from any device across your business. Solutions provide timely Invoicing and Payment Processing, aligning Orders to each Opportunity. With readily available API’s, we can sync Orders and Invoices with most ERP and Finance applications. 

Salesforce has a dedicated tender management process specifically for the manufacturing industry. It provides your sales team with the ability to track who is bidding on the tender, and to quickly recreate documents for each bidder, no matter how many bidders you’re working withPipeline is kept clean, and not over-inflated with duplicates. 

Salesforce Products

Track and monitor every customer’s sales journey from start to finish in one place. A single view of each customer means your team can focus on the lead, not lengthy administration tasks. With Sales Cloud you can easily set up real-time reports keeping you regularly updated on each stage of the lead and accurate forecasting and reporting gives you the information needed to make critical decisions and hit targets. 

Service Cloud gives you a single view of all customer cases across all channels, meaning you can see all customer details on one screen including account information, case history and purchasing history. 

CPQ

Salesforce CPQ allows you to deliver complex, tailored, and accurate quotes to your customers. Quotes generated by CPQ remove the element of human error and ensure improved accuracy. Reducing the amount of time spent creating complex contracts without losing the personal touch means your sales team can dedicate quality time to nurturing new Opportunity. 

Glenigan and Barbour ABI are two of the most comprehensive online databases available in the UK construction industry. Speed up sales with instant opportunities directly to your sales team, streamline systems with all your data on one single platform and reduce risk by removing manual processes and free up more time and resource to concentrate on more business-critical areas.  

Enterprise Resource Planning (ERP) includes various business functions including accounting, HR, project management, inventory and order management and compliance. The ERP system uses a shared database that enables all employees from across the business to see the same information. An ERP helps connect financial and operational systems in a central database while a CRM helps manage customer interactions. With Salesforce you can integrate the two to give your business a complete view of your customers and financial performance, in one place.  

Meet the Manufacturing Team

Our expert consultants have years of experience delivering complex projects to the manufacturing industry.

Meet the team to see who might be working on your project.

Annabelle Normington

Senior Salesforce Consultant

Pam Bharath

Business Development Director

Andy Wood

Senior Salesforce Consultant

Alexander Walden

Business Solution Engineer

Renee Hughes

Project & Resource Manager

Our Clients

Read how we helped our Manufacturing customers improve efficiencies with Salesforce