Manufacturing packages

CRM and field service built for manufacturers

Quote to cash, engineers in the field, and dealers ordering without picking up the phone. Built on the stack that fits your volume, not the one with the biggest logo.

4 ready-to-scope packages Fixed price, agreed up front Senior architects, not juniors

What we have delivered in manufacturing

Real numbers from real builds. Tap either to read the full case study.

Manufacturers rarely have a CRM problem in isolation. The quote depends on the ERP, the service call depends on the parts list, and the dealer wants to order without emailing anyone. These packages are scoped around those joins.

Clouds and products we build on

Salesforce Manufacturing CloudSales Cloud with Revenue Cloud (CPQ)Salesforce Field ServiceExperience Cloud for dealer portalsDynamics 365 Supply Chain or Business CentralZoho FSM for leaner field teams

Systems we connect to

NetSuiteSage IntacctSOS InventoryBusiness Central

Integrations we have shipped

UPSFedExZenkraftAvalaraDocuSignStripeMuleSoftBoomiJitterbit

Integration builds are documented in our technical guides, one per tool.

Packages

Built for manufacturing, not adapted to it

Each one names the outcome you would ask for, and the stack underneath is chosen to fit it.

Full build

Quote to Cash for Manufacturers

A configured quote in minutes, priced right, flowing straight into the ERP as an order.

What's included

  • Product catalogue with option constraints and configuration rules
  • Pricing engine: volume breaks, contracted pricing, and approval thresholds
  • Guided selling so reps quote correctly without engineering help
  • Branded quote documents generated straight from the record
  • Bidirectional ERP sync for orders, inventory availability, and invoices
  • Tax calculation wired in wherever you sell across jurisdictions
  • Forecasting built on the real order pipeline, not guesswork

Not included: ERP implementation itself · Shop floor or MES systems · Custom configurator UI beyond CPQ

Yours to keepConfigured CPQLive ERP integrationQuote templatesForecast dashboards
Full build

Field Service for Manufacturers

Jobs scheduled by skill and location, engineers working offline on mobile, parts tracked to the van.

What's included

  • Work order and service appointment model tied to assets
  • Scheduling and dispatch optimised on skills, location, and SLA
  • Technician mobile app configured for offline use in the field
  • Asset hierarchy, service history, and warranty entitlement
  • Parts, van stock, and inventory consumption
  • Preventive maintenance schedules from asset condition
  • Field team training built for people who are not desk workers

Not included: IoT sensor hardware and telemetry ingestion · ERP inventory implementation · Custom mobile app development

Yours to keepConfigured field serviceDispatch consoleMobile rolloutAsset and warranty model
Full build

Dealer and Distributor Portal

Partners self-serve ordering, pricing, and claims, and your team stops being a switchboard.

What's included

  • Branded partner portal with role-based access per dealer
  • Self-serve ordering against contracted pricing
  • Live stock and lead time visibility from the ERP
  • Warranty and claim submission with status tracking
  • Product documentation, spec sheets, and marketing assets
  • Dealer performance dashboards for your channel team
  • Partner onboarding and enablement materials

Not included: Public ecommerce storefront · Payment processing beyond order placement · Dealer ERP integration on their side

Yours to keepLive partner portalOrdering and claims flowsChannel dashboardsOnboarding kit
Full build

Manufacturing Service Agent

Routine questions answered instantly, day or night, with engineers escalated only when it matters.

What's included

  • Agent grounded in real order, asset, and warranty records
  • Topics for order status, warranty eligibility, parts lookup, and manuals
  • Guardrails and Einstein Trust Layer configuration
  • Escalation to a human with full context, including asset history
  • Deployment to web, email, or your partner portal
  • Deflection and containment dashboards
  • Tuning across the first month of live traffic

Not included: Voice or telephony channel · Salesforce licence costs · Writing missing product documentation

Yours to keepProduction agentDeflection dashboardsEscalation runbookTuning guide
FAQ

Questions about manufacturing packages

Fixed scope, fixed price

Tell us what is slowing your manufacturing team down

A free thirty minute call with an architect who has built this before. You leave with a scope, a timeline, and a fixed price.

Ask me anything