CRM and AI for manufacturers, importers and distributors
Complex products, dealer networks, rentals, service contracts and targets in Excel. We build your CRM on Salesforce around how industrial companies actually sell and serve, and add AI where it takes work off your teams.
The challenges we see in manufacturing
Quotes for products with many options
Hardware, software, maintenance, rentals and spare parts in one offer. When the logic lives in Excel and in a few experienced heads, quotes are slow and errors are expensive.
Selling through dealers and distributors
Leads go out to dealers or partners, and then go quiet. You do not know who called whom, or why a lead was lost.
A CRM bought, then barely used
Salesforce went live, but sales sees it as admin. Targets per rep and product line stay in spreadsheets, and managers steer on gut feeling.
Service and sales do not talk
Installed base, service contracts and maintenance history sit in a separate system. Sales misses renewals and upsell moments that service already sees.
Customer requests pile up
Sample requests, price questions, complaints and order changes arrive by email in every format. Service teams spend their day sorting before they can answer.
ERP does a lot, but not selling
The ERP is the reference for products, prices and orders. Without a clean link to the CRM, sellers work from outdated data and order entry happens twice.
How we help
Packaged offers
Offers with a clear scope.
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Salesforce Value Check
Salesforce is live but unloved. We fix the setup and the data, build the reporting your managers need, and make the CRM worth opening every morning.
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AI-assisted Salesforce audit
A factual view of your org, following the Salesforce Well-Architected framework, to decide what to keep, what to fix and what to simplify.
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AI-led managed services
Keep Salesforce, your dealer portal and the ERP links healthy and improving, with a senior team that knows your org. AI agents work only in development environments without client data, and a person always deploys to production.
CRM and revenue
Where your teams sell and quote.
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Quote-to-cash and pricing
CPQ for complex bundles, rentals and contract scenarios, with standard documents generated in one click and links to your licence or ERP systems.
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Sales productivity and pipeline
Sales Cloud for reps and key accounts, Service Cloud for after sales, Experience Cloud portals for dealers and distributors.
AI
Agents that keep customers and help your team sell.
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GTM engineering
Telephony, enrichment and automation connected to Salesforce and your partner portal, so following up a lead takes one click and logs itself.
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AI agents for sales and service
AI agents that classify incoming customer requests and complaints and draft answers for your service team to review and send.
The tools we combine in manufacturing
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The backbone: Sales Cloud, Service Cloud, Experience Cloud, CPQ and Marketing Cloud, depending on the case.
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Claude models, alongside Salesforce, for agents that read customer emails, order changes and technical documents, and prepare replies or quotes your team checks. Claude also powers the agents in our own delivery.
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Cloud telephony for inside sales and service teams, with calls logged in Salesforce automatically.
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Integration flows between Salesforce, your ERP and the tools around them, in flows your team can read.
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Quotes, order forms and service contracts signed without leaving Salesforce.
Manufacturing cases
See all cases- Manufacturing
1 flow from quote to licence activation Bundles, licences and rentals quoted in CPQ instead of Excel Sales Cloud, Service Cloud, CPQ, S-Docs - Manufacturing Automotive company ~75%lower licence cost for lead call tracking One click to call a lead, logged automatically Sales Cloud, Experience Cloud, Twilio
- Manufacturing
One system for sales and marketing work A greenfield CRM, connected to the tools already there Sales Cloud, Marketing Cloud Account Engagement, Service Cloud, Sales Engagement, Celigo - ManufacturingVideo testimonial
One roadmap the whole organisation rallied behind One CRM for samples, prices and complaints, with AI Sales Cloud, Service Cloud, Agentforce - Manufacturing
Adopted the CRM sales managers use to run their teams From an unused CRM to the sales cockpit Sales Cloud, Marketing Cloud Next - All casesFilter by industry, offering and productSee all cases
Questions we get on calls
Have you worked with manufacturers before?
Yes. We have worked with several manufacturing companies, in domains such as scientific instruments, specialty materials, medical equipment and cars. You can read some of their cases below, and we are happy to walk you through them on a call.
Where does AI help a manufacturer first?
Often in customer service. An AI agent classifies incoming requests and complaints and prepares draft answers. Service agents review and send them, so they spend their time on the answer instead of the sorting.
We bought Salesforce years ago and hardly use it. Is it worth saving?
Often, yes, but we will tell you if it is not. We see this situation a lot. We fix the setup, move targets per rep and product line out of Excel and roll out what was never implemented, so sales managers run their teams from the CRM.
Can Revenue Cloud handle our product complexity?
In most cases, yes. We start with an assessment of your products and pricing rules, then pick the right tool. Revenue Cloud may be the answer, or it may be overkill, and a simpler solution will serve you better.
Our partners are independent. Will they use a portal?
Yes, if it saves them time and brings them value. We scope the portal with them, so it helps them do their work and helps you do yours. When it does, they use it.
Do you integrate with our ERP?
Yes. We connect Salesforce to back-end systems so sellers see current products, prices and orders, while the ERP stays the reference for production, stock and accounting.
Making things and selling them through others?
Tell us how your products get quoted, sold and serviced today. We will show you how similar companies set it up, and where we would start.
