Stop Reconciling Sales Data
Between Salesforce and Your ERP
Disconnected quote-to-order processes mean sales sees one number, the ERP shows another, and dealers operate on stale pricing. We connect Salesforce to your ERP so everyone works from the same data.
From Scattered Systems to One Source of Truth
CRM shows expected sales while the ERP shows actual shipments — reconciled by hand
Dealer and distributor performance visible only in delayed, partial reports
Quote-to-order data synced between Salesforce and your ERP automatically
Real-time visibility into channel and direct sales in one pipeline
Problems Specific to Manufacturing
Limited visibility into distributor and dealer performance once a sale is one step removed from the end customer.
OutcomeChannel-specific reporting gives you real sell-through data, not just what dealers choose to report.
CRM shows expected performance while the ERP shows actual shipments, requiring manual reconciliation every cycle.
OutcomeScoped ERP sync keeps quote-to-order data consistent across both systems without a spreadsheet in between.
Pricing tiers, rebate structures, and volume incentives scattered across spreadsheets and email threads.
OutcomeCentralized pricing logic in Salesforce CPQ means reps quote accurately without checking three sources first.
Generic CRM setups don't reflect manufacturing complexity — inventory, production capacity, and specs all have to align before a sale closes.
OutcomeConfiguration built around your actual product and capacity constraints, not a generic sales template.
Over-customized CRMs with too many fields and validation rules drive reps to avoid using the system.
OutcomeTight, needs-based configuration keeps adoption high because reps only see what's relevant to closing a deal.
Results We Scope Engagements Around
Want proof from a real engagement?
See verified outcomes from clients across industries in our case studies.
Common Questions From Manufacturing Teams
Can Salesforce integrate with our ERP (SAP, NetSuite, Epicor, Dynamics)?
Yes — we've integrated Salesforce with all of the major manufacturing ERPs. The integration is scoped around which fields actually need to sync (inventory, pricing, order status) rather than mirroring the entire ERP into Salesforce.
How long does a quote-to-order Salesforce implementation take?
It depends on how many product lines, pricing tiers, and approval steps are involved, but most manufacturers see a phased rollout — core quote-to-order first, dealer/distributor visibility and deeper ERP sync after.
Can Salesforce handle dealer and distributor channel management alongside direct sales?
Yes — we configure separate visibility and reporting for channel partners versus direct accounts, so you get accurate shipped-vs-sold data without forcing dealers into a workflow built for your internal reps.
Have you worked with manufacturers in our sub-industry?
We've worked across industrial equipment, building products, and other B2B manufacturing segments. Every product complexity and channel structure is different, so we start by mapping your actual quote-to-order process before configuring anything.
How do you prevent low adoption from sales reps who find CRMs too complex?
By configuring only what reps actually need day to day — not every field your business could theoretically use. Over-customization is the most common reason manufacturing CRMs go unused, so we scope tightly and add complexity only when it earns its place.
Let's Talk About Your Manufacturing Org
Book time with an architect and we'll walk through the problems above against your actual Salesforce setup — no generic pitch.