Salesforce Manufacturing Cloud is a solution based on the Salesforce platform that allows manufacturing companies to manage the entire sales process and coordinate sales forecasting with production plans.
It is a transparent and comprehensive tool for tracking all activities undertaken by customers and your salespeople. It provides a complete view of both new and existing orders, customer interactions. Furthermore, it gives all teams involved in the order fulfilment process a clear picture of the current status of each step and a forecast of future demand for each product.
Manage your production processes effectively and improve efficiency.
Salesforce Manufacturing Cloud
is for you if:
You sell your products or services and you want to know how sales are performed in relation to forecasts.
You want effective contract management, where any changes to existing contracts will be implemented immediately and available to all.
You want to automate your quotation processes – quickly and accurately creating offers for customers based on product and service configurations. For the manufacturing industry, CPQ can be particularly useful, as it enables quick and easy creation of quotations for customers who often place orders for customised products or services.
You take into account changes in the market, e.g. price increases, inflation, raw material costs, and you want to know if your business is performing the same or if it is starting to decline in terms of what you forecast.
You need specific data for your quotation, e.g. about the product: product name, description, product code, serial number, specifications, technical drawings and diagrams, dimensions, weight, colour, material, manufacturer. You can have all the information that is important to you in Salesforce.
You are handling the claims process and you need to link the claim information to the order the customer has placed and the invoice, and it is often the case that this information is not in one place.
With Salesforce Manufacturing Cloud
you also gain:
Control of price lists
– consistent price lists between your salespeople, partners and distributors, it is important not to compete with your own partner channel it is worth standardising the price lists, adding them to the CRM, then embedding them in the partner portal so that everyone can access them.
Control over total margin
– What they are paid for and at what point. You want to show the total margin and be able to approve discounts. This software gives you the opportunity to see where your margin is running away.
Mobility
– You can do a project quote right away in Salesforce. Everything is recorded in the system with dates, amounts. Data is entered into the pipeline without having to wait, approval information is also up to date, thus shortening the sales cycle.
Integration with ERP
– the output from Salesforce is the sales forecast, which is the basis for working in the ERP system. Based on the sales forecast, the ERP system creates a plan for production, purchasing, procurement. By integrating with ERP, you can avoid the phenomenon of lost sales when a customer wants to buy and we don’t have it in stock.
Main benefits of implementation Salesforce Manufacturing Cloud is:
We can avoid the phenomenon of lost sales
when a customer wants to buy and we don’t have it in stock.
Improving internal communication,
by using the chatter function in Salesforce. Sales representatives can easily communicate, exchange information and documents with production staff.
Effective forecasting
– in the manufacturing industry, it is important to plan for future demand and orders to avoid financial losses due to product shortages, producing more than required and selling at a lower price.
Increasing productivity and reducing production costs.
There is no situation where the customer is promised something,
and then we risk a delay in implementation.
We optimise inventories,
that is, we avoid a situation where we produce something that we do not sell.
Reducing time to market,
or marketing and sales cycles. Implementation of a marketing campaign, notification of the market, gathering interested parties, obtaining sales leads.
Implementation of Salesforce Manufacturing Cloud
can consist of several stages:
Analysis of business needs and identification of functional requirements
Configuration and personalisation of the Salesforce platform
Integration into existing systems and applications
User training and support in the adoption process
Testing and final implementation
Operation and maintenance of the platform.
The duration of the implementation depends on many factors, such as the size of the company, the complexity of the production processes and the level of integration with other systems. Implementation can take a few weeks or several months.
Salesforce Manufacturing Cloud is designed for manufacturing companies producing medium to large scale products. Examples of such companies include manufacturers of machinery, equipment and electronic products or the medical industry.
Salesforce Manufacturing Cloud customers range from large corporations to medium and small businesses. Regardless of the size of your business, the Platform can be customised.
If you would like to find out what implementation might look like for your company, please contact us.
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