Manufacturing
Manufacturing Cloud, dealer management, and supply chain visibility. Salesforce solutions built for complex distribution networks.
Manufacturing's CRM Problem
Sales reps are quoting from spreadsheets because Revenue Cloud isn't connected to the ERP. Dealer and distributor relationships live in someone's inbox. Field service technicians don't have service history when they arrive on site. And leadership can't see a real-time picture of pipeline, backlog, and delivery performance in one place.
Digital Mass builds Salesforce solutions for manufacturers who need more than a contact database. We connect your CRM to your ERP, automate the quote-to-cash process, enable your dealer network, and give field teams the operational context they need.
Who We Work With
- Discrete and process manufacturers
- Industrial equipment and machinery companies
- Medical device and life sciences manufacturers
- Consumer goods and CPG brands
- Building materials and construction products
- Automotive and components suppliers
- Contract manufacturers and job shops
What We Build
Revenue Cloud & Quote-to-Cash: Complex product configurations, tiered pricing, volume discounts, and channel-specific rules.
ERP Integration via MuleSoft: Bidirectional integrations connecting Salesforce to SAP, Oracle, Microsoft Dynamics, NetSuite, or Epicor. Sales has real-time inventory, pricing, and order status.
Dealer & Distributor Network Management: Experience Cloud portals giving dealers self-service access to quoting, order status, marketing resources, and training.
Field Service & Asset Management: Work order management, scheduling optimization, mobile technician workflows, and installed asset tracking.
Agentforce for Manufacturing: AI agents handling order status inquiries, spare parts availability, service request intake, and warranty claim initiation.
Sales & Operations Intelligence: CRM Analytics and Tableau dashboards surfacing pipeline health, bookings vs. backlog, customer churn risk, and dealer performance.
Common Pain Points We Solve
- "Our reps quote from spreadsheets because our quoting tool isn't connected to current pricing or inventory."
- "We manage 200 dealers and we have no visibility into their pipeline or performance."
- "Field techs show up without service history and customers notice."
- "Our CRM and ERP don't talk, so sales and ops are always working from different data."
- "We can't see a real-time view of bookings, backlog, and delivery performance."
Outcomes
- Quote cycle time drops as Revenue Cloud automates complex configurations
- Sales and ops work from the same data; ERP and CRM stay in sync automatically
- Dealer pipeline visibility improves with Experience Cloud portals
- Field technician first-time fix rates improve with complete service history on mobile
- Leadership has real-time bookings, backlog, and delivery performance in one dashboard
Technology
Salesforce Manufacturing Cloud, Revenue Cloud, Field Service Lightning, Service Cloud, Experience Cloud, Data Cloud, MuleSoft, SAP Connector, Oracle Connector, Epicor / Infor Connectors, Agentforce, CRM Analytics, Tableau
Digital Mass is the best consulting partner I have worked with in my 20+ years of working in the Salesforce ecosystem. They are approachable, knowledgeable, innovative, and fun. The last 10 months working with them have been a game-changer for our business and my team.
Digital Mass is a truly collaborative partner, working in the trenches with us on a variety of projects. Their expertise seems to know no bounds, and regardless of the hurdle we come across, Digital Mass is at the ready with recommendations on how to ultimately work to get us back on course, no matter the storm.
Working with Digital Mass has been great. The staff is very responsive and eager to understand and deliver value. We have two consultants who have become integral members of our Scrum teams. They have helped raise the skill level of our internal staff. I would highly recommend working with Digital Mass!
Jeff's attention to detail, technical expertise, and calm nature make working with him very pleasurable. Everybody internal who works with him loves him. I could give him 6 stars if that were an option. Keep up the good work, as we are going to need more help in the future.
They came up with creative solutions to problems we experienced and helped guide our team, who were mostly new to Marketing Cloud. As we got closer to the deadline, the team went above and beyond to make sure we were successful.
Overall, we had an excellent experience. Their senior solutions lead's technical knowledge and management of the project was the key factor that led to a successful engagement.
While we were still maturing in Salesforce ecosystem, Digital Mass helped us manage within budget and helped us design solutions which exceeded our expectations.
Digital Mass was a game-changer for my Salesforce CRM team when we faced some tight deadlines that felt almost impossible. They are willing to just target your company's immediate need with augmented staff. I highly recommend Digital Mass for their targeted, effective solutions.
