Manufacturing

The Manufacturing CRM Gap

Manufacturers have invested heavily in ERP systems — they know their inventory, their production capacity, and their costs. What they often don't know: what their distributors are actually selling through to end customers, which service contracts are renewing next quarter, or why their quotes take three days when the competitor down the road turns them in three hours.

Digital Mass delivers Salesforce implementations that bridge the gap between your commercial teams, your operations, and your dealer and distribution networks — connecting the systems that already run your business to the customer-facing workflows that drive growth.

Who We Work With

• Industrial and B2B manufacturers
• Distributors and wholesale organizations
• Companies with dealer or channel partner networks
• OEMs with complex aftermarket and service operations
• Equipment manufacturers with field service and warranty requirements
• Companies moving from pure product sales toward service revenue models

What We Build

Manufacturing Cloud

Account-based forecasting, run-rate agreement management, sales agreement actuals tracking, and distributor performance visibility. Manufacturing Cloud gives your commercial teams the data model that actually matches how manufacturers sell — not a generic opportunity pipeline.

CPQ for Manufacturing

Configure-Price-Quote for engineer-to-order, configure-to-order, and contract manufacturing. Tiered pricing, bundle configuration, BOM integration, and approval workflows that compress quote turnaround from days to hours — and eliminate the back-and-forth between sales and engineering that costs you deals.

Field Service Lightning

Scheduling optimization for installation, maintenance, and warranty work. Mobile workforce tools so technicians have work orders, service history, parts availability, and schematics in the field. Work order-to-invoice automation so nothing falls through the billing gap.

Warranty & Service Revenue

Track warranty entitlements, manage service contracts, identify warranty leakage, and systematically convert service events into renewal and upsell opportunities. The after-sales revenue you're leaving on the table is findable — if you have the visibility to find it.

Dealer & Distributor Portals

Experience Cloud portals for dealer order management, incentive and MDF claims, product configuration, sales reporting, and training resources. Give your channel partners the self-service tools that make them more effective — and give you visibility into what's actually happening downstream.

ERP Integration

MuleSoft integrations connecting Salesforce to SAP, Oracle EBS, Epicor, Infor, or Microsoft Dynamics — bidirectionally, in real time. When your ERP knows what's in inventory and your CRM knows what's been quoted and sold, your commercial and operations teams are working from the same reality.

Common Pain Points We Solve

• "Our sales team is building quotes in Excel and sending them by email — we lose deals on speed."
• "We have no visibility into what distributors are actually selling through to end customers."
• "Our field service runs on paper and phone calls — scheduling is completely manual."
• "We're leaving money on the table because we don't track which warranties are still active."
• "Our ERP has the inventory data but our CRM doesn't know what customers have installed."

Outcomes

• Quote turnaround drops from days to hours when CPQ replaces spreadsheet-based quoting
• Field technician utilization improves with optimized scheduling and mobile access to service history
• Warranty leakage identified and recovered through structured entitlement tracking
• Dealer channels become visible and accountable with portal-based sell-through reporting
• After-sales service revenue grows when contracts are systematically managed and renewed

Technology

Salesforce Manufacturing Cloud · Salesforce CPQ / Revenue Cloud · Field Service Lightning · Service Cloud · Experience Cloud (dealer portals) · Data Cloud · MuleSoft · SAP Connector · Oracle Connector · Epicor / Infor Connectors · Agentforce · Tableau