Manufacturing
Field service, CPQ, and dealer portals for manufacturers
We implement Salesforce Field Service, CPQ, and partner portals for discrete and process manufacturers — connecting sales, service, and operations teams on a single platform.
Our Approach
Manufacturers operate in complex ecosystems: dealer networks, field service teams, contract pricing, and ERP-driven supply chains. We bring Salesforce expertise specifically tuned for manufacturing — from configuring CPQ for complex product catalogs to building dealer portals and integrating with SAP or Oracle ERP systems.
Common Challenges We Solve
- Complex, customer-specific pricing across distributors and direct accounts
- Field service scheduling, parts inventory, and SLA management at scale
- Dealer and channel partner visibility and pipeline transparency
- Post-sale warranty, maintenance, and service contract management
- ERP integration for real-time inventory, pricing, and order status
How We Help
Salesforce CPQ implementation
Configure product catalogs, pricing rules, approval workflows, and quote-to-order processes for complex manufacturing products.
Field Service Lightning
Implement scheduling optimization, mobile workforce management, and parts inventory for field technicians.
Dealer portal on Experience Cloud
Give dealer networks real-time pipeline visibility, co-marketing tools, and deal registration on a branded portal.
SAP / Oracle ERP integration
Connect Salesforce to ERP for real-time pricing, inventory, order confirmation, and customer account data.
Salesforce Solutions We Deploy
- Salesforce CPQ (Revenue Cloud)
- Field Service Lightning
- Sales Cloud for dealer and direct sales management
- Experience Cloud for partner and dealer portals
- Service Cloud for warranty and service management
- MuleSoft for ERP integration (SAP, Oracle, NetSuite)
Summit
Salesforce partner tier
300+
Projects delivered including complex ERP integrations
200+
Salesforce certifications on our team
10+
Years of manufacturing sector experience
Other Industries We Serve
View allFinancial Services
Salesforce solutions for banks, insurers, and wealth managers
Healthcare & Life Sciences
Connecting care teams, patients, and operations on Salesforce
Retail & Consumer Goods
B2B and B2C commerce and loyalty on Salesforce
Technology & Media
Salesforce for SaaS, ISVs, and media businesses
Frequently Asked Questions
What Salesforce solutions are most valuable for manufacturers?
The highest-ROI solutions for manufacturers are: CPQ for complex product pricing, Field Service for technician management, Experience Cloud for dealer portals, and Sales Cloud with territory management for industrial sales teams.
We sell through distributors — how can Salesforce help?
Experience Cloud's Partner Relationship Management (PRM) lets distributors submit leads, register deals, access product information, place orders, and check inventory — all connected to your Salesforce CRM.
Can Salesforce manage complex product configurations and custom pricing?
Yes. Salesforce CPQ handles complex bundles, option constraints, volume pricing, customer-specific discounts, and approval workflows — purpose-built for configurable products with multiple pricing tiers.
What does Salesforce Field Service do for manufacturers?
Field Service manages scheduling and dispatch, mobile work order management, parts inventory, preventive maintenance programs, and SLA tracking — integrated natively with Service Cloud.
Ready to transform your Manufacturing operations?
Let's talk about what Salesforce can do for your organization.