Made-to-order manufacturers
Every quote may depend on configuration, pricing rules and approval. We help bring that complexity into a process your sales team can follow, with the agreed specification carried into the order.
Manufacturing & logistics
Your customer sees one order. Give them one answer.
We connect the commercial work around your factory and your freight, so sales, operations and service can see what has been promised and what happens next.
Who we help
Specialist operations. Better connections.
Your factory, product range and service model shape the commercial work around them. We help connect that work while preserving the operational systems you rely on.
Multi-brand and acquired groups
Each business may have capable systems and its own view of the customer. We help connect the commercial relationship across those operations, with deliberate ownership of product, account and order information.
Service-led manufacturers
The relationship continues through installation, warranty, parts and service. We help keep the installed asset connected to its customer and history, so the next service interaction starts with context.
Where we can help
Less time translating between sales, the factory and service.
We can help with the commercial handoffs around production, from the first configured quote to the life of the installed asset.
Bring product options, pricing and approvals into a controlled quoting process. Your team can work from agreed rules and carry the accepted configuration forward.
Connect the production and delivery updates customer-facing teams need. A changed date or outstanding action can reach the person responsible for the customer conversation.
Bring customer, site and commercial commitments into a shared view. Make the assumptions behind forecasts visible to the teams discussing demand with operations.
Connect the asset with warranty, parts and service history. Give service teams a useful starting point and help account owners understand the relationship beyond the original sale.
See it in practice
“When will it arrive?” Shouldn't take five phone calls.
Sales, Service and Revenue Cloud hold the customer, the quote and the service history. NetSuite or SAP stays the owner of stock and serial numbers, connected through MuleSoft, so every team answers from the same record.
Manufacturing and distribution
- 1Where it starts
- 2How it connects
- 3The record
- 4What it does
NetSuite or SAP
Owns stock, orders and serial numbers
Your website
Where enquiries come in
MuleSoft
Syncs orders, stock and assets
Web enquiries
Captured straight into Salesforce
Sales, Service and Revenue Cloud
The customer, the quote and the service history
Field Service
Install and maintenance work orders, tracked to the serial number
Momentum
Quote signing, payments and delivery capture
Xero
Billing
Blueprint · A solution we can build around your business.
How we work with you
Build around your operation. Keep each system's job clear.
We follow a real quote or order with sales, operations and service. That shows us where product rules are interpreted by hand, where updates stop travelling and which questions keep sending people back to the factory.
We agree which systems own product, stock, production and customer information, then design the commercial workflows and connections around them. The starting point might be quoting, order visibility or service. We work through exceptions as well as the expected path, so the connection is useful when an order changes, not only when everything goes to plan.
Explore our approach to strategyTechnology that fits
Your factory keeps its operational core.
Salesforce supports the customer relationship. Your operational platforms remain responsible for production, stock and fulfilment.
Configuration, pricing and approvals shaped around your products, margin and sales process. Choose the quoting platform around those requirements.
Two-way customer, product, order and status data, without duplicating ownership.
Accounts, sites, assets, cases and the commercial relationship in one shared view, including forecasting and sales agreements where they earn their place.
Let's talk
Bring us one order. We'll show you where the view breaks.
Start with the handoff customers or teams keep having to chase.