Salesforce for manufacturers
Salesforce, set up for how manufacturers really sell.
Long sales cycles, technical buyers, custom quotes and a lot of handoffs. A generic Salesforce setup does not fit that. We help you build one that does, at an affordable fixed price.
Where manufacturers get stuck.
Quotes live in spreadsheets
Pricing, options and approvals get passed around in email. Deals slow down and nobody trusts the numbers.
The forecast is a guess
Without clear stages and clean data, the forecast is rebuilt by hand every month and still misses.
Reps do not use it
If entering data is a chore with no payoff, it does not get done, and leadership stops looking at the reports.
Sales and operations are disconnected
Orders, lead times and delivery dates sit in other systems, so sales cannot answer a simple customer question quickly.
What we build with you.
Your 30 days is focused on the few changes that matter most to your team.
A sales process that fits
Simple deal stages with the right checkpoints for technical, multi-step sales, so every opportunity moves the same way.
Quotes and approvals
Generate a clean quote straight from the deal, with approvals where you want them.
Forecasts you can trust
Pipeline and forecast dashboards built around the questions you ask each week.
Clean, trustworthy data
Duplicates merged, missing details filled in, and old records retired.
Connected tools
Keep Salesforce in step with the tools you already use so nothing is typed in twice.
A team that can run it
You learn to make changes yourself, in plain English, and everything built belongs to you.
Common questions.
Do you only work with manufacturers?
Manufacturing is where our team has spent most of its time, so it is our focus. The approach works for other B2B companies with long sales cycles too.
Can you connect Salesforce to our quoting and ERP process?
Often, yes. We start with how your quotes and orders move today, then connect what makes sense. Many teams get most of the value from a clean quote process and clear reporting before touching the ERP.
We already have Salesforce. Do we need to start over?
Usually not. Most manufacturers we meet have a Salesforce that is half-used. We clean up what is there and build on it.
How fast can we see results?
The 30-day engagement is built so you see progress every week, and finish with working reports, a clear sales process and a team that knows how to use it.
Read the details of the 30-day Salesforce offer, see how it works, or compare options in our guide to what a Salesforce agency costs.
Want to see what this looks like on your Salesforce?
Send a note. We will look at your setup and show you one change, start to finish.
Email us