Salesforce for Manufacturing

Your shop floor operations might be optimized, but are your sales and service teams able to manage complex buying cycles, track key accounts, and grow your manufacturing business? Learn what makes Salesforce a manufacturing-friendly customer relationship management (CRM) solution and why manufacturers choose it over other CRMs.

VIEW DEMO

FEATURES

PRICING

Salesforce CRM Review

Salesforce CRM is a suite of connected apps that work together to provide an all-in-one platform for your sales, marketing, and service teams. Together, Salesforce CRM’s modules—or “clouds”—unify data to give a complete view of each customer account and make it easier to attract, sell to, and support customers.

How Salesforce Solves Manufacturing Challenges

Salesforce is an AI-powered CRM that easily integrates with a manufacturer’s existing software, including MRP, ERP, SCM, MES, and more.

INVENTORY INSIGHTS

Inventory Management

Keep operations lean by aligning inventory with what customers are actually buying. With connected data across sales and operations, teams can spot shortages earlier, reduce excess stock, and plan with more confidence.

Demand Alignment: Ensures lean operations by comparing existing inventory to sales orders and forecasted demand.
Shortage Prevention: Flags at-risk items sooner so sales teams can set expectations and operations can respond before delays happen.
Real-Time Visibility: Improves decision-making with up-to-date inventory availability when your CRM connects to ERP, MRP, or inventory systems.

SMART DATA INSIGHTS

AI-Powered Data Centralization

Bring enterprise data together in one place and turn it into insight. By integrating with your manufacturing systems, teams can use generative AI to surface trends across opportunities, sales, projects, and demand—so decisions get faster and more informed.

Data Centralization: Integrates with other manufacturing solutions to bring enterprise data together on one platform.
Smart Data Insights: Leverages generative AI to gather opportunity, sales, project, and demand data and deliver insights that bolster decision-making.
Better Forecasting: Quickly identifies patterns and prioritizes the right accounts, products, and next steps with a clearer view of what’s happening across the business.

SERVICE & WARRANTIES

Customer Service and Warranty Automation

Deliver faster, more consistent support without overwhelming your team. Automate intake, routing, and follow-up for service requests—and streamline warranty programs with structured workflows that reduce manual work and improve the customer experience.

Customer Service Automation: Fields customer service requests to lighten caseloads and pair customers with the right support team members.
Warranty Lifecycle Management: Manages customizable warranty programs and automates claims processing and payouts.
Faster Resolution: Routes tickets based on product, issue type, urgency, or expertise so customers get answers quickly and your team stays organized.

Who Is Salesforce for Manufacturing Best Suited For?

Salesforce is designed for sales, marketing, and service teams that need better data visibility, more workflow automations, and exciting new tools to engage with customers and prospects.

Sales Teams

Salesforce takes the stress out of managing long, complex sales cycles by ensuring timely follow-up and incorporating territory management capabilities.

Marketing Departments

Salesforce gives marketing departments the power to segment customers based on location, product interest, and other key factors, personalizing messaging to win more deals.

Customer Service Agents

Salesforce helps CSRs take control of post-sale customer interactions by routing queries to product experts and deploying self-service tools.

Production Planners

CRM data from Salesforce can be used in forecasting models to more accurately predict demand and replenish inventory accordingly.

Business Leaders

Salesforce integrative capabilities sync sales, marketing, and service data with other core business information for more comprehensive reporting.

Account Managers

Salesforce handles the specifics of managing distributor, dealer, and customer relationships all from one platform.

How MANTEC Streamlined Operations and Improved Insights with Salesforce and Sage Intacct Integration

MANTEC had outgrown its previous accounting software and was managing grant tracking in spreadsheets, with limited ability to integrate financial and project data with Salesforce. With Cargas, MANTEC re-launched its Sage Intacct transition and began reworking Salesforce to improve data integrity, streamline processes, and unlock better reporting.

“We’re very pleased to have a partnership with Cargas. They’ve provided great support every step of the way.”

— Becky Shearer, Director of Finance, MANTEC

VIEW CASE STUDY

Backed by a Team of Salesforce Experts

As a Salesforce partner, Cargas helps manufacturers implement and scale Salesforce CRM. We work closely with sales, marketing, and service teams to ensure the platform supports better visibility, cleaner data, and long-term growth across the business.