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Salesforce for Manufacturing Connected Marketing, Sales & Service
SaasWorx is a Digital Native System Integrator with over 15 years of experience across the Cloud & SaaS ecosystem. We connect Salesforce Sales Cloud, CPQ, Service Cloud, and Revenue Cloud around how manufacturers actually sell and service equipment — from dealer onboarding to warranty claims.
Backed by 18+ years of experience, 500+ global implementations, 200+ certified professionals, and delivery presence across 6 countries.
Your Sales & Service Operations May Be Held Back by Any of These
Disconnected Systems
Sales, service, and ERP data live in silos — reps and dealers work off incomplete or outdated information across disconnected tools.
Cumbersome Order Management
Manual order entry, stock enquiries, and dealer invoicing slow down fulfillment and create friction for both reps and dealers.
Reactive Sales Planning
Without account forecasting or journey planning, field sales teams react to demand instead of proactively supplying it.
Fragmented Activity Logging
Visit reports, expenses, and attendance are tracked across spreadsheets and paper, with no single view of field activity.
Low Partner Engagement
Dealers and distributors lack a digitized onboarding experience or self-service portal, slowing joint go-to-market efforts.
Long Case Resolution Time
Without a unified console or C360 view, service teams take longer to resolve warranty claims and customer cases.
Connected Marketing, Sales & Service
Campaigns & Offers: Create and execute B2B campaigns using Pardot to acquire and grow your customer and partner base. Capture Leads: Omni-channel lead capture from APIs, websites, customer service, email, and phone. Marketing Planner: A centralized marketing plan to minimise overlap with distributors and partners, with a single view of all campaigns to optimise spend.
Sales Funnel: Manage and nurture prospects into qualified opportunities, with de-dupe/merge logic to prevent double-counting pipeline across multiple distributors. CPQ: Easily manage complex product catalogues, rules, and BOMs, and bundle service components with a dynamic pricing engine. Single View of Customer & Dealer: Orders, dispatches, invoices, payments, and stock — unified via open API integration with your ERP.
Customer Onboarding: Automated contract generation, e-signature, payment account setup, and automated re-payment schedule set-up. Ongoing Servicing: A single view of the customer and products to streamline, track, and action frictionless customer service. Multi-Channel Communications: Event-based, pro-active communication and collaboration with customers across any channel.
Order capture: Faster, more accurate order fulfillment. Logistics: Real-time updates on order movement. Contract lifecycle management (DocGen + eSign): Reduced time to close deals — from finalised quote to signed contract with minimal manual effort.
Work Order Management: Streamline task creation against customer requests. Smart Scheduling: Optimise appointment scheduling, agent allocation, and job dispatch. Go-Mobile: Real-time access to job details and service report generation. Inventory & Asset Tracking: Access stock levels and location in real time to improve first-time resolution rate.
Pre-Built for Manufacturing
Field Sales App — Beat Planning & Attendance
Plan and optimise daily sales routes, and track geo-enabled sales rep attendance, all from a mobile-first Sales Cloud app.
Dealer Account Management
Streamlined onboarding and a Dealer360 view give your team a single source of truth on every dealer relationship.
Order Management & Dealer Invoices
Product catalogue access, real-time stock enquiry, dealer inventory visibility, and intuitive order entry and submission — plus dealer invoice and payment tracking.
Expense Management & Target vs Achievement
Record and submit sales-related expenses, request marketing collateral for dealer support, and track sales targets against actual performance.
Dealer Portal — Experience Cloud
Dealer profile, product & pricebook, purchase order management, invoices & payments, case management, and dealer inventory management — self-service, on any device.
Agentforce for Manufacturing
AI agents purpose-built for manufacturing's sales and service lifecycle — from first prospect touch to case resolution.
Converses with prospects and customers about FAQs, nurtures and qualifies leads, and hands off qualified prospects to your sales reps — around the clock.
Summarises leads, prospect, and deal information, and surfaces insight into prospect engagement with automated communications — so reps spend less time on admin.
Handles service, assets, warranties, and claims FAQs; creates service requests and appointments; takes payments; and hands off to service reps when a human is needed.
Summarises cases and insights, automates communication, and runs case resolution automations — shortening resolution time across your service desk.
Revenue Cloud for Manufacturing
Revenue automation built for manufacturing's quote-to-cash lifecycle — from configuring complex products to collecting payment.
Simplify product catalogues with bundles, rate cards, subscriptions, and applicable offers accessible to all sellers, including partners. Generate and update quotes, even with an AI sales agent and guided selling, and share branded quotes with customers.
Create contracts directly from finalised quotes with relevant terms, and manage amendments and renewals with automation. Create complex sales orders with minimal effort, keeping sales and finance fully aligned via automated order orchestration. Automate invoicing — including usage-based billing and flexible rate tiers — and collect payments through your preferred gateway with dunning process flows built in.
A Partner That's Built Manufacturing Systems Like Yours
SaasWorx Propel™
We assess your Salesforce environment to identify gaps and optimise system architecture, integrations, security, and user adoption — covering system adoption, solution design, security & compliance, integration, and storage assessments.
Industry Experience
Our extensive experience in manufacturing, backed by subject matter and platform experts, allows us to deliver impactful Salesforce multi-cloud solutions — so you can innovate, scale, and unlock new opportunities for growth.
Inside Sales
Our inside sales team works in a collaborative joint-selling approach with Salesforce to grow pipeline and win customers — building strong relationships with both prospects and Salesforce AEs to accelerate your sales cycle.
Real Results, Delivered on Salesforce
Centuary India — Mattress Manufacturer
A leading mattress manufacturer with 35+ years of expertise, 5,000+ stores, 100+ sales reps, and 1,000+ dealers, replaced manual sales order management, dealer onboarding, and visit planning with a 360-degree customer view, digitized dealer onboarding, and beat planning on Salesforce.
50% increase in sales efficiency · 40% reduction in order processing time · 35% increase in customer satisfaction · 80% improvement in dealer onboarding
TDC Foods (Atmos) — Dairy Manufacturer
TDC Agro Foods manufactures and markets premium dairy products across 100+ distributors and 10 franchisee parlors in Tamil Nadu. SaasWorx replaced spreadsheet-based sales processes with a mobile app for sales orders, journey planning, expenses, and allowance management.
50% increase in sales efficiency · 40% reduction in order processing time · 35% increase in customer satisfaction · 80% improvement in dealer onboarding
Backed by Certified Salesforce Expertise
500+
Projects Delivered
230+
Professional Certifications
15+
Years in Cloud & SaaS
5
Geographies: India, US, UK, South Africa, ASEAN
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Add background imageReady to Connect Your Manufacturing
Sales & Service on Salesforce?
Whether you're replacing a legacy CRM, digitising your dealer network, or extending an existing Salesforce org, book a free 30-minute consultation with a SaasWorx manufacturing specialist — we'll assess your current setup and outline a clear path forward.
