Our Services
A structured, end‑to‑end approach built for manufacturing — from CRM foundations to forecasting, partner channels, service, supply chain visibility, AI, and sustainability.
Phase 1 — Foundation & Core CRM
Sales Cloud · Targets · Segmentation · ARC
- Salesforce Sales Cloud (Core CRM): Centralize accounts, contacts, and opportunities.
- Pipeline & Targets: Track opportunities and quotas with Account Manager Targets.
- Lead & Opportunity Management: Align stages to manufacturing buying cycles.
- Activities & Tasks: Sync Outlook/Gmail, log calls and visits.
- Segmentation & ARC: Use dynamic segments and the Actionable Relationship Center.
Phase 2 — Manufacturing Cloud
Sales Agreements · Forecasting · Programs · Rebates
- Sales Agreements: Manage contracts and commitments.
- Account‑Based Forecasting: Demand forecasts by product or region.
- Programs: Capture customer forecasts.
- Rebates: Automate accruals and payouts.
Phase 3 — Partner & Channel Enablement
PRM · Partner Visits · Channel Automation
- PRM: Portals for distributors and dealers.
- Partner Visits: Plan and capture channel interactions.
- Channel Automation: Visibility into inventory and deal allocations.
Phase 4 — Service & Asset Lifecycle
Service Cloud · Field Service · Asset 360
- Service Cloud: Case management, warranties, and service SLAs.
- Field Service/Asset 360: Predictive maintenance and AI scheduling.
- Knowledge Base: Self‑service portals and troubleshooting guides.
Phase 5 — Operations & Supply Chain
ERP Integration · Inventory · Suppliers
- ERP Integration: Real‑time sync with SAP/Oracle/NetSuite.
- Inventory Dashboards: Monitor stock, late shipments, risks.
- Supplier Data: Track certifications, lead times, risk scores.
Phase 6 — Data, Analytics & AI
Data Cloud · CRM Analytics · Einstein · Agentforce
- Data Cloud: Unify ERP, IoT, CRM into one profile.
- CRM Analytics: Predict demand and churn.
- Agentforce: AI copilots for sales, service, and ops.
Phase 7 — Sustainability & Compliance
Net Zero Cloud · ESG Dashboards
- Net Zero Cloud: Track Scopes 1–3 emissions.
- ESG Dashboards: Report KPIs to regulators and customers.
- Goals: Define and monitor Net Zero targets.
Phase 8 — Continuous Improvement
Change · Training · Managed Services
- Change Management: Guided onboarding and adoption programs.
- Managed Services: Iterative improvements and AI enhancements.