Manufacturing
Whether you’re involved in series production, special machine construction, or the supply business, smart CRM solutions enable you to create consistent sales, service, and marketing processes that are scalable and give you full control over your data. This allows you to achieve greater efficiency, more accurate forecasts, and clear differentiation from your competitors.
CRM for manufacturers, OEMs, suppliers, and plant engineers
Global market changes are hitting the manufacturing industry with full force: international competition, rising customer expectations, and digital gaps in sales, marketing, and service make it difficult to retain customers in the long term and plan growth reliably. At the same time, fragmented data and a lack of transparency are hampering operational efficiency, especially in complex sales and project processes.
A modern CRM system creates clarity and speed: it connects all information about customers, offers, and services, automates processes along the customer journey, and provides reliable forecasts for planning and production.
Salesfive knows the manufacturing industry and deploys technology solutions specifically along the entire customer journey. This improves customer communication and stakeholder management, connects processes across departments, and strengthens teams with automation and artificial intelligence, among other things.
CRM solutions are measurably changing industrial sales and service:
Steffen Garbe
Steffen Garbe is your expert for the strategic introduction of CRM solutions in the manufacturing industry.
of industrial companies prioritize CRM as a driver of digital transformation
of manufacturing companies report optimized, automated processes thanks to CRM
higher customer retention rate thanks to individual marketing, sales, and service activities
Use Cases
Achieve more with digital solutions
The challenges in the manufacturing industry are manifold: complex sales processes, international competition, and rising customer expectations. With Salesforce solutions and our industry expertise, we connect your processes, making them scalable and future-proof.
Integrated sales methodology
Integrated sales methodology
Is your sales process complex and not very standardized? With Salesforce, you can structure your entire sales process: manage opportunities, involve stakeholders, and drive deals forward for more closed deals and planning reliability.
Global forecasting
Global forecasting
Is your sales planning unclear because data is missing or isolated? Create a central database for all sales regions: automate forecasts, compare forecasts, and plan sales realistically – across locations and reliably.
Route and resource optimization
Route and resource optimization
Is your field service losing time due to manual planning and detours? Automate resource planning! Routes are optimized according to availability, region, and responsibility, for maximum efficiency and customer focus.
Automated customer classification
Automated customer classification
Are your sales resources being wasted on low-profit customers? With Salesforce, you can automatically classify customers according to potential, need, and relevance – for targeted visits, effective support, and maximum sales efficiency.
Asset management
Asset management
Do you lack an overview of your customers’ assets? With Salesforce, you can centrally manage all assets, including location, status, and configuration. For transparency, better resource planning, higher service quality, and increased asset availability.
Partner and dealer coordination
Partner and dealer coordination
Are your direct sales and partners not working hand in hand? Consolidate activities on one platform: coordinate sales partners, view product availability, and manage customer orders for better collaboration.
Services
How we support your orders
Whether it’s sales digitization, service transparency, or international scaling, we support manufacturing companies, suppliers, and OEMs with customized Salesforce solutions, from strategic planning to successful international rollout. Our specialists combine industry knowledge with in-depth technology expertise to ensure that your CRM system delivers real added value.
We work with you to develop a clear target vision for your customer processes – tailored precisely to the requirements of sales, marketing, service, and after-sales. In interactive sessions, we identify key use cases and use them to develop a prioritized roadmap. Proven approaches from industry projects help set new standards and increase operational efficiency.
Our experts configure the right Salesforce architecture for your company, from sales to service to field service. We intelligently integrate your existing systems such as ERP, PIM, or production control and ensure smooth data flows. The result: a consistent system that grows with your requirements.
We help you set up your data structure in a future-proof way as a basis for automation, smart analytics, and AI-supported decisions. With Salesforce Data 360 and AI applications such as predictive forecasting or next-best actions, you can create transparency and room for maneuver in real time.
A CRM system only delivers benefits if it is consistently integrated into everyday work. That’s why we support your team with targeted enablement, practical training, and methodical change management to ensure high acceptance and a lasting impact beyond the implementation project.
Services
How we support your orders
Whether it’s sales digitization, service transparency, or international scaling, we support manufacturing companies, suppliers, and OEMs with customized Salesforce solutions, from strategic planning to successful international rollout. Our specialists combine industry knowledge with in-depth technology expertise to ensure that your CRM system delivers real added value.
We work with you to develop a clear target vision for your customer processes – tailored precisely to the requirements of sales, marketing, service, and after-sales. In interactive sessions, we identify key use cases and use them to develop a prioritized roadmap. Proven approaches from industry projects help set new standards and increase operational efficiency.
Our experts configure the right Salesforce architecture for your company, from sales to service to field service. We intelligently integrate your existing systems such as ERP, PIM, or production control and ensure smooth data flows. The result: a consistent system that grows with your requirements.
We help you set up your data structure in a future-proof way as a basis for automation, smart analytics, and AI-supported decisions. With Salesforce Data 360 and AI applications such as predictive forecasting or next-best actions, you can create transparency and room for maneuver in real time.
A CRM system only delivers benefits if it is consistently integrated into everyday work. That’s why we support your team with targeted enablement, practical training, and methodical change management to ensure high acceptance and a lasting impact beyond the implementation project.
Customer stories
Successes that deliver value
Learn how we have helped companies in the manufacturing industry transform their sales, service, and marketing processes – and thus create real competitive advantages.
The new way of trading precious metals at C.HAFNER
The new way of trading precious metals at C.HAFNER
Thanks to a new trading platform based on Salesforce solutions, C.HAFNER can now offer its customers a unique user experience.
“Competition in the manufacturing industry is increasingly being decided by data-driven customer relationships. CRM and AI are the keys to rapid innovation and long-term customer loyalty.”
— Steffen Garbe, Senior Account Executive and Manufacturing expert
FAQ
You have the questions – we have the answers
The implementation and optimization of a CRM system in an industrial environment raises many questions. Here you will find answers to common challenges encountered in manufacturing practice.
CRM systems provide a structured overview of long sales cycles, international project business, and technical quotations. They keep track of all opportunities, decision-makers, and milestones – even for custom-made products or plant projects.
Salesforce is the world’s leading CRM platform – modular, scalable, and ideal for integrated customer processes. And with Agentforce Manufacturing (formerly Manufacturing Cloud), it is even more tailored to manufacturing companies. For the manufacturing industry, this means a central solution for sales, service, marketing, and field service that adapts flexibly to your structures. Thanks to strong integrations, AI functions, and international rollout capabilities, Salesforce is the ideal basis for your digital transformation.
Standardized interfaces allow systems such as SAP, Dynamics, and other production solutions to be seamlessly connected. This enables sales, service, and production to work on a shared database without duplicate maintenance or media breaks.
With marketing automation, lead scoring, and targeted campaigns, you can systematically gain new contacts, e.g., via webinars, trade shows, or white papers. The CRM automatically evaluates leads and only passes qualified contacts on to sales.
We work with you to develop a data strategy as the basis for using AI, for example for more accurate forecasts, automated communication, or smart recommendations in customer service. With Salesforce Data 360 and AI agents such as Agentforce, you can create real added value.
We use intuitive interfaces and role-based processes and conduct practical training courses. In combination with targeted change management, we ensure that the system is accepted by users and firmly anchored in their everyday work.
