Certified Salesforce partner
Salesforce for manufacturing companies
Salesforce for manufacturing means a CRM configured around quotes, orders, dealers and service rather than software sales: RFQs routed to the right rep in minutes, complex quotes priced correctly the first time, orders and inventory synced from your ERP, and one portal dealers and customers can actually check.
The manufacturing CRM problem
Orders are lost between the quote, the ERP and the spreadsheet
Most Salesforce orgs in manufacturing were configured for a software sales pipeline and then had product fields bolted on. Here is what that costs a manufacturer or a distributor every week.
RFQs sit in a shared inbox for days
A quote request from a dealer, a website form or a trade show travels through email and a spreadsheet before anyone responds. By then the buyer has three other quotes.
Quotes are built by hand and priced wrong
Configurations, volume tiers, dealer discounts and lead times live in spreadsheets and in one sales engineer's head. Quotes take days and margins leak.
The CRM and the ERP disagree
Orders, pricing, inventory and shipments live in NetSuite, SAP or Dynamics and get retyped into Salesforce, so reps sell what is not in stock and forecasts are wrong.
Dealers and distributors are invisible
Channel partners report on their own timetable in their own format. Nobody can see sell-through, pipeline or which partner is actually performing.
Service and warranty live in email threads
Installs, warranty claims, spare parts and field visits scatter across inboxes, so the same questions get asked by phone every week.
Salesforce is running, but nobody owns it
The org was set up years ago by a partner who has moved on. One power user keeps it alive, the team tracks real deals in spreadsheets, and nobody trusts the forecast.
Before you commit
Should you move sales off the ERP (or a basic CRM) and onto Salesforce?
Often, not yet. If your ERP's CRM module covers a simple, direct sales motion with a short catalog, staying put is cheaper.
Salesforce earns its place when quoting is complex, several channels feed one pipeline, dealers or customers need a portal, or service and sales need to share one account view. Our free Health Check gives you that answer before you commit budget.
Stay on your current tools if
- One sales team, direct sales only, and a short, simple catalog
- Your ERP's CRM module already covers quotes and orders
- Nobody is asking for a dealer or customer portal
- You have no in-house or partner capacity to own a Salesforce org
Move to (or fix) Salesforce if
- Quotes involve configurations, volume tiers or engineering review
- Leads arrive from dealers, the website, trade shows and inbound calls at once
- Dealers or customers need a portal for orders, status and warranty
- Sales, service and reporting need to live in one account view
Why TrueSolv
Salesforce built around the quote-to-order and service cycle
Modelled on products and orders, not pipeline
Accounts, plants, dealers, quotes, orders, assets and service contracts are modelled as they actually behave, instead of a generic opportunity stage renamed to “PO received”.
Routing that escalates on its own
RFQs reach the right rep or sales engineer by product line, territory or dealer, with an automatic first response and escalation when nobody picks up.
Quotes priced right the first time
CPQ with guided configuration, price books, volume tiers, dealer discounts and approvals, so a complex quote takes minutes and the margin is protected.
ERP data that stays current
Two-way integration with NetSuite, SAP, Dynamics, Epicor and others keeps orders, inventory, pricing and shipments in sync, including changes and cancellations.
Direct access to certified Salesforce engineers
You work with Salesforce-certified developers and architects, with no account manager relaying messages. Faster answers and faster fixes.
Fixed scope, fixed price
Every engagement starts with a written scope you approve before work begins. No time-and-materials billing and no scope-creep invoices.
How we work
How much does a Salesforce implementation for manufacturing cost?
There is no package table here on purpose: team size, data volume and integrations vary too much for one to fit honestly. Every project is quoted as a fixed scope at a fixed price after a discovery call, and managed retainers afterwards start at $1,000 per month. Below are the three shapes an engagement takes.
Fix the one thing that is costing you orders
For manufacturers already on Salesforce who need a specific problem solved rather than a rebuild.
- RFQ routing, notifications and escalation
- Quote templates and approval flows
- A single ERP or e-commerce integration
- Dealer and distributor account model
- Forecast and pipeline dashboards
- Post-launch support included
The whole system, end to end
For manufacturers and distributors moving onto Salesforce, or rebuilding an org that never fit.
- Everything in Targeted build
- Manufacturing Cloud or Sales Cloud setup around your sales model
- Salesforce CPQ with guided configuration and pricing rules
- Two-way ERP sync for orders, inventory and pricing
- Experience Cloud portal for dealers and customers
- Service Cloud for warranty, parts and field service
- Data migration, dedupe and cleanup
- Rep and admin training with documentation
Delivered in phases, with the highest-impact workflow live first
Your Salesforce team without the hire
For teams already running Salesforce who need it maintained, monitored and improved every month.
- Ongoing administration and user support
- ERP and integration monitoring
- New automations as products and pricing change
- Reporting and dashboard updates
- Release management and testing
- Direct contact over Slack or Teams
Salesforce licenses are billed separately by Salesforce and are not included in our proposals. We scope the license mix with you during discovery, so the figure you approve is the figure you pay us.
What we build
Salesforce capabilities for manufacturing teams
The areas we deliver across, from the first RFQ through to a shipped order, the service contract behind it and the reporting on top.
Lead and RFQ management
- Website, dealer and trade show lead capture
- Routing by product line, territory or dealer
- Automatic first response
- Escalation when nobody replies
- Duplicate detection on inbound leads
Quoting and CPQ
- Guided product configuration
- Price books, volume tiers and dealer discounts
- Margin and approval workflows
- Quote documents and e-signature
- Quote-to-order conversion
Orders and ERP
- Two-way order and pricing sync
- Inventory and availability in the CRM
- Shipment and invoice status
- Change orders and cancellations
- Integration monitoring and error alerts
Account and channel management
- Key account plans and sales agreements
- Dealer and distributor hierarchies
- Sell-through and partner performance
- Territory and rep assignment
- Contract and rebate tracking
Forecasting and planning
- Account-based forecasting
- Run-rate and new-business split
- Product and plant level views
- Pipeline hygiene automation
- Forecast vs. actual reporting
Service and warranty
- Assets and installed base tracking
- Warranty and RMA workflows
- Spare parts and consumables reorders
- Field service scheduling
- SLA and entitlement management
Portals
- Experience Cloud dealer portal
- Customer order and status view
- Warranty and parts requests
- Document and spec downloads
- Lead registration for partners
Reporting and handover
- Quote turnaround and win-rate dashboards
- Rep, territory and product performance
- Channel attribution
- Rep and admin training
- Documentation and post-launch support
Who it's for
Built for manufacturers and distributors at every stage
Discrete, process, industrial equipment, components or distribution — the operational realities of selling, quoting and servicing physical products are close enough that the same foundation works.
Industrial equipment and machinery makers
Long sales cycles, configured products and engineering review. A CRM shaped around how your reps and sales engineers actually quote and win.
Component and parts manufacturers
High quote volume, repeat orders and price sensitivity. Quotes that go out in minutes, and reorders that trigger themselves.
Consumer and durable goods brands
Selling through retailers and distributors. One view of sell-in, sell-through and partner performance instead of a monthly spreadsheet from each one.
Distributors and wholesalers
Thousands of SKUs, many suppliers and a customer base that buys by phone, email and portal. One account view across sales, orders and service.
Contract and custom manufacturers
RFQs with drawings and specs, engineering estimates and approvals, tracked in one pipeline from inquiry to purchase order.
Teams with an unowned Salesforce org
Salesforce is in place but was configured years ago for processes you no longer follow. The forecast is manual and the team quietly works around it.
The economics
A managed retainer costs a fraction of a Salesforce hire
Salesforce Administrator
- $85,000 to $110,000 in base salary
- Plus payroll taxes and benefits
- Plus recruiting cost and time to hire
- One person, who can leave
- You pay for the quiet months too
A team, on call
- Certified admins, developers and an architect
- No recruiting and no onboarding
- No single point of failure
- Scope flexes with what you actually need
- Direct communication via Slack or Teams
For most manufacturers and distributors under 250 staff, the retainer covers everything the hire would have done, and covers the months where there is nothing to do without paying for them.
Delivery timeline
How a Salesforce implementation for a manufacturer works, step by step
Defined milestones, a written scope before any work starts, and your team involved at every stage.
Discovery call
We learn your sales channels, quoting process, ERP setup and where orders currently stall.
Requirements mapping
We document products, pricing rules, integrations and the exact scope and deliverables.
Fixed-price proposal
A clear proposal, timeline and contract, signed off before we start.
Build
Routing and quoting ship first, then ERP sync, portals and service, with regular check-ins.
UAT and training
Your team tests everything, we train reps and admins, issues close before go-live.
Go-live and support
Your Salesforce is live and the team is ready, with post-launch support included.
Products and clouds
Salesforce products we configure for manufacturing
Case studies
Real Salesforce results for manufacturing and industrial teams
How we have connected service with engineering, synced Salesforce with SAP, and made complex quoting fast and accurate.
Customer service and engineering connected in real time
A growing robotics company tracked customer issues in email and spreadsheets, with no link between service and the development team.
Platform: Service Cloud · Azure DevOps
Contracts and vouchers managed in Salesforce with real-time SAP sync
Operators switched between Salesforce and SAP for every contract and voucher, and errors grew with the record volume.
Platform: Sales Cloud · SAP
Complex quotes priced right the first time with CPQ
Reps configured products without guardrails, applied discounts inconsistently and built quotes across multiple screens.
Platform: Sales Cloud · CPQ
Salesforce integrations
Salesforce integrations for manufacturing: the tools teams actually run on
We connect Salesforce to your ERP, e-commerce, service and back-office stack so nothing gets re-keyed between systems.
ERP and finance
- NetSuite
- SAP (ECC and S/4HANA)
- Microsoft Dynamics 365
- Epicor, Infor, QuickBooks
E-commerce and ordering
- Shopify and BigCommerce
- Magento / Adobe Commerce
- EDI providers
- Punchout catalogs
Documents and e-signature
- DocuSign
- Dropbox Sign
- Conga
Communication
- Twilio SMS
- RingCentral and Aircall
- Microsoft Teams and Slack
Engineering and PLM
- Autodesk and SolidWorks data
- PLM and PDM systems
- Spec and drawing storage
Marketing
- HubSpot
- Mailchimp
- Trade show and event platforms
Service and IoT
- Equipment telemetry feeds
- Warranty registration systems
- Field service tools
Anything else
- Most platforms with a REST API
- Native AppExchange connectors
- Scoped during discovery
Credentials
Certified Salesforce partner, verified on AppExchange and Clutch
Always included
Included with every manufacturing project
Every TrueSolv engagement ships with these, because the details should not be an upsell.
Dedicated Salesforce developer
Your developer is the direct point of contact from kickoff to go-live. Real people who are reachable, not a ticket queue.
IncludedPost-launch support
A defined support period after every go-live. If something is not working, we fix it at no extra charge.
IncludedAdmin documentation
Full process documentation and a video walkthrough, so your team stays independently operational.
IncludedSalesforce Health Check
We audit the existing org before every project to surface technical debt and quick wins from the outset.
Free with projectRep and admin training
Live training for the reps, sales engineers and admins who will use it daily. Adoption is what makes the build worth paying for.
IncludedClient reviews
Trusted by teams around the world
Verified reviews sourced directly from our Upwork and Clutch profiles.
“I have been consistently impressed with their work, and I would not hesitate to recommend them to others.”I highly recommend TrueSolv for Salesforce outsourcing services. They are a reliable and trustworthy partner who has helped us optimize our Salesforce setup, develop all types of simple and complex workflows, and benefit from automation. The developers at TrueSolv are experienced and knowledgeable, and they are always willing to go the extra mile to help us achieve our goals. The team is quick on their feet, and can scale up or down easily as needed. They simply act as an extension of the internal team. Thank you TrueSolv!
“I appreciate expertise, speed, quality & competency.”TrueSolv did a great job in all the areas where it matters. I appreciate expertise, speed, quality & competency. Sergey is able to gather a team and execute on customer’s request as needed and provide meaningful results in a timely manner. I recommend TrueSolv services.
“The team is brilliant”We’ve outsourced to TrueSolv a huge project for our Salesforce instance. Our collaboration saved us a lot of time on educating ourselves on how to develop this functionality. We enjoyed both the result and the process. The team is brilliant – always online and ready to help! All the adjustments are implemented spectacularly fast. Thank you so much for the collaboration!
We give a high rating for the services provided in terms of quality.TrueSolv Team participated, as Salesforce developers, in the project “Salesforce Agent Integration”. We received all the services we requested as stipulated in the contract, as well as the necessary support, where applicable.
“We really hope to work with you for a long period”I have had the pleasure to work with TrueSolv since 2020. It is incredible their capability to satisfy our business needs providing professional services with a high level of competencies, very good communication and capability to deliver on time and on quality. Nice job TrueSolv! We really hope to work with you for a long period and help you to grow, grow and grow again.
TrueSolv team are amazing!Speed, quality & super competent people both on business & tech side combined with proactivity results in awesome solutions delivered. Proactively foreseeing issues and offering scalable & sound solutions is what I like the most, highly recommended!
They were a wonderful partner to solve my Salesforce issuesTrueSolv successfully completed the project, validated the PBO configuration, and documented the onboarding workflow. The team was professional, communicative, and kept the client informed about the project’s progress. The client was also impressed with TrueSolv’s expertise and project management.
From our blog
Salesforce insights from our blog
Insights, how-to’s and Salesforce best practices from the TrueSolv team.
Questions
Frequently asked questions about Salesforce for manufacturing
Book a free discovery call
Tell us how RFQs and orders reach your team today and where things break down. We come back within one business day with a straight answer about what makes sense.
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