Manufacturing businesses lose margin when sales, dealers, and production teams work in silos. Salesforce solutions for manufacturing help bring forecasting, partner management, and order execution onto one connected platform so teams commit to what they can actually deliver.

This case study shows how a global equipment manufacturer used a strong Salesforce Manufacturing Cloud use case to improve forecast accuracy, gain dealer visibility, and align sales with production.

Project Overview

A global heavy equipment manufacturer faced declining margins and missed delivery commitments. Sales teams promised timelines without clear visibility into production capacity. Dealers worked in outdated systems, and forecasts lived in spreadsheets.

The company launched a company-wide Salesforce solutions for manufacturing initiative to regain control. They partnered with us to build a unified platform using custom Salesforce solutions, creating a scalable CRM for manufacturing sales teams that connected forecasting, orders, and dealer collaboration.

Business Challenge

Disconnected Sales and Operations

Sales operated without visibility into the shop floor. Without Salesforce production planning integration, reps sold machines that production could not deliver on time. The company needed Salesforce solutions for manufacturing that connected real inventory and capacity data to the CRM.

Inaccurate Account Forecasting

Spreadsheets caused wide forecast gaps across regions. Leadership lacked confidence in demand projections. The team needed Salesforce analytics for manufacturing and a reliable manufacturing sales automation CRM to track run-rate business and long-term contracts accurately.

Fragmented Dealer Network

Dealers worked through outdated portals and email. The company lacked control over lead sharing, order tracking, and aftermarket opportunities. They needed a modern Salesforce dealer management system supported by strong Salesforce partner relationship management.

Complex Order Lifecycle

Configurable machinery orders required precision. Manual handling of bills of materials led to delays and errors. Existing industrial CRM solutions could not support this complexity. The company needed scalable Salesforce order management tied directly to sales agreements.

Talent and Scalability Gaps

The internal IT team lacked Salesforce expertise. The company needed to Hire Salesforce Developers who understood manufacturing workflows and could build custom salesforce solutions that scaled across regions.

Solution

End-to-End Salesforce Solutions for Manufacturing

We delivered a complete Salesforce solutions for manufacturing roadmap with Salesforce Manufacturing Cloud at the core. This Salesforce Manufacturing Cloud use case unified sales agreements, account forecasts, and production demand into a single system.

Intelligent Forecasting and Analytics

We implemented Salesforce analytics for manufacturing using Tableau CRM. Sales teams adjusted forecasts in real time based on confirmed orders and production capacity. This manufacturing sales automation CRM reduced forecast variance and improved margin planning.

Unified Dealer Collaboration

Using Salesforce partner relationship management, we built a partner portal that functioned as a full Salesforce dealer management system. Dealers registered leads, configured products, and tracked orders in one place. Dealer engagement increased by 40%.

Seamless Production and ERP Integration

With MuleSoft, we enabled Salesforce production planning integration with SAP S/4HANA. Sales teams now see real production slots before committing to customers. We also implemented Salesforce order management to automate the quote-to-cash process.

Custom Development and Ongoing Support

We delivered custom Salesforce solutions to support unique shop-floor requirements. To ensure long-term success, the client chose to hire Salesforce Developers from our team to maintain and extend their Salesforce solutions for manufacturing.

Replacing Legacy Industrial CRM Systems

We replaced disconnected legacy tools with modern industrial CRM solutions built on Salesforce. This consolidation reduced system complexity and drove strong ROI from the Salesforce Manufacturing Cloud use case.

Technology Stack Used

Salesforce Manufacturing Cloud
Salesforce Experience Cloud (Partner Portal)
Tableau CRM (Manufacturing Analytics)
MuleSoft (ERP Integration)
Salesforce CPQ (Configure, Price, Quote)
Apex & Lightning Web Components
SAP S/4HANA Connector

Client Review

“The impact of these Salesforce solutions for manufacturing has been transformative. The Salesforce Manufacturing Cloud use case finally aligned our sales and operations. Salesforce analytics for manufacturing gives us the foresight we need to plan production confidently. The Salesforce partner relationship management portal strengthened our dealer network, and Salesforce production planning integration ensures we deliver on time. Being able to hire Salesforce Developers who understand industrial CRM solutions made all the difference. This is the CRM for manufacturing sales teams we always needed.”

Nitin Agarwal

Nitin Agarwal is a veteran in custom software development. He is fascinated by how software can turn ideas into real-world solutions. With extensive experience designing scalable and efficient systems, he focuses on creating software that delivers tangible results. Nitin enjoys exploring emerging technologies, taking on challenging projects, and mentoring teams to bring ideas to life. He believes that good software is not just about code; it’s about understanding problems and creating value for users. For him, great software combines thoughtful design, clever engineering, and a clear understanding of the problems it’s meant to solve.

Salesforce Solutions for Manufacturing: Case Study

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