Salesforce for Manufacturing & Industrial

When Sales, Operations, and Service
Can't See Each Other, Growth Stalls.

Manufacturers don't lose deals because of product quality — they lose margin, customers, and momentum because the systems running commercial and operational activity can't communicate. TwoPir builds the Salesforce-first infrastructure that closes that gap: connecting quoting, order management, inventory visibility, service, warranty, and ERP into a single operating model your teams can actually work from.

Talk to a Manufacturing Systems Architect Explore What We Build
60%
Faster quote turnaround for manufacturers using CPQ on Salesforce
45%
Reduction in manual order coordination between sales and operations teams
3×
Improvement in service case resolution speed when asset history is connected to Salesforce
360°
Visibility across sales pipeline, open orders, inventory status, and service activity
Built for Manufacturing Operations
Salesforce Partner Manufacturing Cloud Service Cloud Field Service CPQ / Revenue Cloud ERP Integration SAP · NetSuite · Oracle Industrial Equipment Discrete Manufacturing
The Manufacturing Reality

Modern Manufacturers Operate Across Too Many Disconnected Systems

The operating model for a manufacturer is genuinely complex. You are managing accounts, contacts, and buying committees across multiple customer tiers. You are quoting products that may involve configurations, multi-level pricing, custom lead times, and approval chains. You are coordinating between what sales committed and what operations can deliver. You are tracking equipment in the field, managing warranty claims, dispatching service teams, and ordering parts — all while leadership wants a clean view of pipeline health, order status, and service performance.

Most manufacturers are running that complexity across a CRM, an ERP, a spreadsheet for quoting, an inbox for service coordination, and a reporting tool that's always three days behind. The result is a business where every team works hard but no team can see the full picture.

TwoPir builds the Salesforce-based operating infrastructure that connects those layers — giving commercial, operations, service, and leadership teams a shared view of what is happening, what is at risk, and what needs to happen next.

Sales to operations handoff is the most expensive gap in manufacturing. When what sales quotes doesn't match what operations can deliver, the cost shows up in late shipments, margin erosion, and customer churn.

Salesforce doesn't replace your ERP — it becomes the system that connects commercial activity with operational truth. Inventory levels, production schedules, and order status belong in the hands of the people making commitments to customers.

Service and warranty are commercial assets, not cost centers. For manufacturers with installed equipment bases, the service relationship is often the most durable source of recurring revenue — and Salesforce can make it measurable and scalable.

Leadership reporting assembled from spreadsheets is not a reporting system. Pipeline, backlog, service KPIs, and inventory exposure need to be live — not assembled the Friday before a board meeting.

Where Manufacturers Stall

The Operational Friction That Slows Growth

The manufacturers that scale without adding operational chaos are the ones that control every handoff — from inquiry to quote, quote to order, order to shipment, shipment to service, and service to renewal. Every gap in that chain compounds into margin loss, delivery risk, and customer attrition.

📋

Quoting Is Manual, Slow, and Error-Prone

Sales teams build quotes in spreadsheets, pull pricing from disconnected pricelists, and chase approvals through email. Complex products with configurations, lead time dependencies, and tiered margins take days when they should take hours — and errors still get sent to customers.

🔀

CRM and ERP Live in Separate Worlds

Sales commits to delivery dates based on what they remember, not what inventory and production can support. Operations gets surprises. Customers get amended promises. The disconnect between commercial commitments and operational reality is one of the most consistent sources of churn in manufacturing.

📦

Order Status Is a Mystery After the Deal Closes

Once a purchase order is accepted, visibility collapses. Customers email to ask for updates. Inside teams make phone calls to trace orders. No one has a live view of what shipped, what is in production, and what is at risk — because the order data lives in the ERP and nothing surfaces it cleanly to commercial teams.

🔧

Service Teams Operate Without Operational Context

Field technicians show up without full asset history. Service coordinators manage cases in spreadsheets. Warranty claims get processed manually and inconsistently. Parts availability is checked by calling the warehouse. The service operation is disconnected from the rest of the business in a way that degrades responsiveness and customer confidence.

📉

Inventory Decisions Are Made Without Real Visibility

Sales makes commitments without knowing actual stock levels. Service teams run out of critical parts. Overstocking and understocking happen in parallel because the people making decisions cannot see what is actually available across locations, warehouses, and transit. The cost of poor inventory visibility runs through margin, customer relationships, and working capital.

📊

Leadership Reports Are Assembled, Not Trusted

Pipeline is pulled from the CRM. Backlog lives in the ERP. Service KPIs come from a ticketing tool. Someone assembles a deck the night before the leadership meeting. The numbers are always slightly stale, always slightly in conflict, and never the foundation for a confident operating decision.

🤝

Dealer and Distributor Networks Are Invisible

For manufacturers that sell through channel partners, the end-customer relationship is opaque. Partner pipeline activity, order volumes, and customer issues go untracked. Sales-through data is collected manually or not at all. Building loyalty in the channel without operational visibility is wishful thinking.

⚠️

Warranty and Compliance Tracking Is a Spreadsheet Problem

Warranty terms, claim histories, coverage rules, and expiration tracking exist in formats that were never designed to scale. When a customer escalates a warranty issue, teams spend more time finding the relevant history than resolving the problem. Warranty liability is hard to forecast and harder to manage.

Our Philosophy

We Build the Commercial and Operational Infrastructure That Lets Manufacturers Scale

TwoPir is not a Salesforce deployment shop. We are a strategic consulting and execution partner for manufacturers that need more than a CRM — they need a connected operating model. That means designing the right architecture, mapping the right process flows, integrating the right systems, and automating the right handoffs between commercial activity and operational reality.

We are Salesforce-first in execution and platform-agnostic in thinking. Salesforce becomes the system of commercial engagement — the place where accounts, opportunities, quotes, cases, assets, service history, and partner activity live. Your ERP continues to manage inventory, production, and finance. Our job is to close the gap between those two worlds so that the people making commitments to customers can see what they need to see, and the people running operations can work from accurate commercial signals.

That means integrating Salesforce with SAP, Oracle, NetSuite, Epicor, or whatever ERP your business runs — not replacing it. It means designing inventory-aware quoting and order confirmation workflows. It means building service operations that surface asset history, warranty status, and parts availability to field teams before they arrive on site. And it means giving leadership a reporting layer that is live, trusted, and built on a single data architecture rather than assembled from disconnected exports.

Our measure of success is not a successful go-live. It is a system your commercial and operations teams use 18 months from now — one that scales with more product lines, more locations, more customers, and more complexity without requiring another rebuild project.

What We Build

Salesforce Infrastructure Designed for Manufacturing Complexity

Every engagement starts with how your business acquires customers, wins opportunities, delivers product, and retains accounts. We design the Salesforce architecture around that reality — not a template.

👥

CRM & Account Management

A commercial foundation built for the complexity of manufacturing sales — multi-site accounts, buying committees, distributor hierarchies, and long deal cycles.

  • Account and contact hierarchy for complex B2B customers
  • Opportunity management across multiple product lines and geographies
  • Distributor and dealer account structures with visibility into sell-through activity
  • Territory and coverage model design
  • Pipeline visibility and account health scoring for leadership
  • Activity tracking and follow-up automation for sales teams
📄

CPQ & Quote Process Automation

Replace manual spreadsheet quotes with a Salesforce-native quoting process that handles product configuration, pricing rules, approval workflows, and margin governance.

  • Product configuration and rules for complex or modular offerings
  • Tiered and customer-specific pricing with discount governance
  • Lead time and availability awareness in the quote process
  • Multi-level approval workflows with mobile sign-off
  • Professional proposal and quote document generation
  • Quote-to-order conversion and ERP handoff automation
🔗

ERP Integration & Order Visibility

Connect Salesforce with your ERP platform so commercial teams have access to production schedules, inventory levels, order status, and shipping confirmations — without logging into the ERP.

  • Bi-directional integration with SAP, Oracle, NetSuite, Epicor, Infor, and Sage
  • Quote-to-order handoff with ERP order creation and confirmation
  • Real-time order status and shipment tracking visible in Salesforce
  • Inventory availability surface in quoting and opportunity workflows
  • Production schedule visibility for promised-date accuracy
  • MuleSoft, Boomi, and REST API integration architecture
🔧

Service Cloud & Field Service Operations

Build a service operation that gives customers confidence and gives your field teams the context they need to resolve issues faster and manage more accounts with less overhead.

  • Case management with SLA tracking and escalation automation
  • Field technician scheduling, dispatch, and mobile work orders
  • Asset history and service record visibility before the first site visit
  • Service parts request and availability coordination
  • Customer communication automation at key service milestones
  • Service contract and entitlement management
🛡️

Warranty Lifecycle & Asset Management

Replace manual warranty tracking with a structured Salesforce process that manages asset registration, coverage rules, claims processing, and lifecycle history at scale.

  • Asset registration and serial number tracking in Salesforce
  • Warranty coverage rules, term management, and expiration alerts
  • Claims intake, validation, and processing workflow automation
  • Warranty cost tracking and claims analytics for product teams
  • Asset service history and maintenance records linked to accounts
  • Proactive renewal outreach based on warranty and contract expiry
📊

Manufacturing Cloud, Portals & Reporting

Give leadership a reporting layer they can trust and give customers, dealers, and distributors a self-service portal that reduces inbound communication volume while improving relationship quality.

  • Manufacturing Cloud setup — account-based forecasting and run-rate management
  • Sales-versus-actuals visibility across accounts and product families
  • Customer and dealer self-service portals via Experience Cloud
  • Partner order submission, tracking, and communication portals
  • Executive dashboards covering pipeline, backlog, service, and inventory risk
  • Automated reporting and distribution for leadership and board reviews
Inventory Visibility

Salesforce Isn't Your Warehouse System. It's the System That Makes Inventory Decisions Commercial.

One of the most persistent failure modes in manufacturing sales is the gap between what a salesperson commits to and what inventory can actually support. When a rep quotes a two-week lead time for a product currently on backorder, the damage spreads — unhappy customers, operations scrambling, margin eroded by expediting costs.

TwoPir integrates Salesforce with your ERP and inventory management systems so that stock availability, location-level quantities, service parts status, and transfer or reorder logic are visible to the people who need it — without requiring them to log into the warehouse system.

We don't propose replacing your ERP or inventory platform. We propose connecting it to Salesforce so that commercial activity is grounded in operational truth. That means sales can quote with confidence. Service teams can confirm parts availability before dispatching a technician. And operations can see incoming demand earlier — giving the production and supply chain teams better lead time to respond.

Live Inventory Visibility · Salesforce Connected
Industrial Pump — Model A7 In Stock · 42 Units
Control Panel Assembly — CP200 Low Stock · 6 Units
Service Parts Kit — SP-11 Available · 3 Locations
Compressor Unit — HC-500 On Backorder · 3 Wk Lead
Sensor Module — SX-14 In Stock · 128 Units
Replacement Motor — RM-80 Reorder Triggered · 2 Wk ETA
Bearing Kit — BK-22 In Stock · 74 Units
Data pulled live from ERP via Salesforce integration · Updated every 15 minutes
Your Manufacturing Segment

Different Products. Different Complexity. Same Need for Connected Systems.

Manufacturing and industrial companies share common operating challenges but the specific friction points vary by product type, sales model, and service intensity. TwoPir designs Salesforce architectures that reflect the real complexity of your segment.

Industrial Equipment & Machinery

High-value capital equipment manufacturers face long sales cycles, complex asset portfolios, intensive service relationships, and warranty programs that run years beyond the point of sale. Salesforce connects the commercial, service, and field teams around the asset lifecycle — from initial quote to end-of-life replacement.

Asset Tracking Field Service Warranty Lifecycle CPQ Spare Parts

Custom & Job-Shop Manufacturers

Make-to-order manufacturers with complex quoting requirements, unique product configurations, and production coordination challenges benefit most from CPQ, quote-to-order automation, and CRM-to-ERP integration. When every job is different, the operating systems need to keep up without adding overhead to the estimating and production teams.

CPQ / Estimation Make-to-Order Production Coordination ERP Handoff

Fabricated Metal, Plastics & Discrete Manufacturers

Discrete manufacturers with standard and custom product mixes, multi-location operations, and distributor or direct-channel complexity need a commercial operating model that handles both transactional and relationship-based selling — with inventory visibility and order tracking that prevents the most common fulfillment gaps.

Distributor Management Inventory Visibility Order Tracking Multi-Location

Electronics, EMS & Component Suppliers

Electronics and EMS manufacturers managing OEM relationships, assembly complexity, multi-stage fulfillment, and component-level visibility need Salesforce to handle the commercial side of relationships that span engineering, procurement, and production at the customer. Account-based forecasting and run-rate visibility are particularly relevant for businesses operating on agreements and blanket orders.

OEM Coordination Run-Rate Agreements Manufacturing Cloud Forecasting

Automotive & Component Suppliers

Tier-1 and Tier-2 automotive suppliers managing platform programs, JIT delivery requirements, OEM compliance, and supply chain visibility need Salesforce to handle the commercial relationships and reporting that sit above the production system — without adding a CRM that creates more work than it eliminates.

OEM Programs Supply Chain Visibility Account Forecasting Platform Tracking

Service-Heavy Manufacturers with Installed Bases

Manufacturers with large installed equipment bases — HVAC, industrial processing, utilities infrastructure, medical devices — face the challenge of scaling a service operation that has historically been reactive and manual. Salesforce Service Cloud and Field Service transform service into a predictable, measurable, and commercially valuable operation that strengthens customer retention.

Service Cloud Preventive Maintenance Field Dispatch Contract Renewal
How We Engage

Architecture Before Configuration. Outcomes Before Go-Live.

Most Salesforce projects struggle not because the platform fails, but because they start with configuration before the operating model is understood. Our engagement starts differently.

01

Operating Model Audit

We map your current commercial and operational workflows — how accounts are managed, how quotes are built, how orders flow into production, how service is coordinated. We identify the friction points and integration gaps before we write a line of configuration.

02

Architecture Design

We design the right Salesforce architecture for your operating model — which clouds to use, how to structure data, where automation should live, how integrations should be designed, and where the ERP boundary sits. This is the phase that prevents rework later.

03

Integration Mapping

We define the data flows between Salesforce and your ERP, inventory, service, and partner systems. We select the right integration approach — MuleSoft, Boomi, direct APIs, or middleware — based on your systems, volumes, and data complexity.

04

Build, Configure & Test

We build the Salesforce environment against the architecture we designed — not a template. Every workflow, integration, automation, approval chain, and dashboard is tested against real manufacturing use cases before it goes to users.

05

Launch, Adopt & Scale

We manage go-live, run adoption support, and stay engaged through the first operating cycle. The system you launch is a foundation for what comes next — not a project that closes when the contract ends.

Systems We Connect

Salesforce at the Center. Everything Else Connected.

TwoPir integrates Salesforce with the ERP, inventory, field service, e-commerce, and reporting systems that manufacturing businesses run every day.

SAP S/4HANA & ECC
ERP, inventory, production, finance, and order management
Oracle ERP Cloud
Order-to-cash, manufacturing, procurement, and financials
NetSuite
Inventory, financials, order management, and reporting
Epicor & Infor
Manufacturing ERP, production planning, and warehouse management
Microsoft Dynamics 365
Finance, supply chain, and operations integration
MuleSoft & Boomi
Enterprise integration platforms for complex multi-system environments
Warehouse & WMS Platforms
Inventory levels, location tracking, transfers, and parts availability
E-Commerce & B2B Portals
Magento, Shopify B2B, and custom portal order flow into Salesforce
QuickBooks & Accounting Seed
Invoice generation, payments, and financial reporting coordination
Sage X3 & Sage 100
Mid-market manufacturing ERP with production and inventory modules
Marketing Automation
Pardot, Marketing Cloud, and HubSpot for demand generation and nurture
Field Service Platforms
ServiceMax, FSL mobile, and IoT-connected asset data streams
Business Outcomes

What Manufacturers See When the Systems Work Together

The value of a connected operating model is not abstract. It shows up in margin, customer retention, team capacity, and leadership confidence.

Faster Quotes
Shorter Quote Cycles

Guided product configuration, pricing rules, and approval automation reduce quote turnaround from days to hours — without sacrificing margin accuracy.

Fewer Surprises
Sales-to-Operations Alignment

When quoting is connected to inventory and production data, the promises sales makes are grounded in what operations can actually deliver — reducing order exceptions and customer escalations.

Live Visibility
Order Status Without the Phone Calls

Commercial teams and customers can see order progress, shipment status, and delivery confirmation in Salesforce — without calling operations or logging into the ERP.

Faster Resolution
Service Response Times

When field technicians have asset history, warranty status, and parts availability before they leave the depot, resolution rates improve and repeat visits drop.

Controlled Costs
Inventory-Aware Decision Making

Connecting inventory data to commercial workflows reduces overcommitment, overstocking, expediting fees, and the operational cost of surprises — on both the sales and service side.

Trusted Reports
Leadership Operating Confidence

Pipeline, backlog, service performance, and inventory risk consolidated into a single live reporting architecture — replacing the spreadsheet cycle with an operating view leadership can act on.

Client Outcomes

What Gets Built. What Gets Delivered.

Real outcomes from manufacturing and industrial engagements. Not claims — operational performance improvements measured after go-live.

VC
★★★★★

TwoPir redesigned our entire quote-to-order process on Salesforce and connected it to our ERP. What used to take our sales team four days now takes four hours. The bigger change is that our operations team finally gets clean, structured order data from Salesforce instead of interpreting email attachments. The handoff used to cost us two to three days of back-and-forth on every order — that's completely gone now.

VP of Commercial Operations Industrial Equipment Manufacturer Industrial Equipment — Multi-Site North America
Case Study
Salesforce CPQ + ERP Integration — Quote-to-Order Transformation
An industrial equipment manufacturer had sales quoting in spreadsheets and operations receiving orders via email. Order data was re-entered manually. The ERP and Salesforce had no connection. TwoPir redesigned the full quote-to-order process on Salesforce CPQ and built a bi-directional ERP integration — giving sales live inventory awareness and giving operations structured, automated order intake.
60% Reduction in quote turnaround time
45% Fewer order exceptions and manual corrections
3× Improvement in sales-to-ops handoff speed
Read About Our Manufacturing Work →
HS
★★★★★

Before TwoPir, our service team was managing warranty claims in spreadsheets and chasing asset history through three different systems before every site visit. Now it is all in Salesforce — the technician knows the asset's full service record before they leave the office, and claims are processed through a structured workflow instead of email threads. Customer satisfaction scores have improved, and our warranty cost reporting is actually usable now.

Head of Service Operations Discrete Manufacturer with Installed Equipment Base Service & Warranty — US Operations
Case Study
Service Cloud + Warranty Lifecycle Architecture on Salesforce
A discrete manufacturer with a large installed base was managing warranty claims in spreadsheets and coordinating service dispatch via email. Technicians arrived without asset history. Parts availability was checked by phone. TwoPir built a full Service Cloud architecture connecting asset records, warranty terms, field dispatch, and parts inventory — so every service interaction started from a complete operational picture.
52% Faster average service case resolution
38% Reduction in repeat field visits
4× Improvement in warranty claims processing speed
Read Our Manufacturing Cloud Guide →
Why TwoPir

We're Not a Salesforce Vendor. We're a Manufacturing Operations Partner.

01

We Start with the Operating Model, Not the License

Before we touch Salesforce, we map how your business acquires customers, builds and approves quotes, receives and fulfills orders, manages service, and tracks performance. The system we build reflects your actual operating model — not a manufacturing template that gets retrofitted to your reality.

02

We Own the Outcome, Not Just the Delivery

We don't hand off a configuration document and close the engagement. We design, build, integrate, test, and launch — and we stay accountable to whether the system actually improves commercial and operational performance. That accountability changes how we structure every engagement from day one.

03

We Think Across Commercial and Operational Lifecycles

Quoting, order management, inventory visibility, service, warranty, and leadership reporting are not separate projects. They are one connected operating system. We design them as a whole so that improvement in one area doesn't create a new bottleneck or data gap somewhere else.

04

We Have Direct Manufacturing Systems Experience

We have built Salesforce infrastructure for industrial equipment manufacturers, custom job-shops, discrete manufacturers, and service-heavy businesses with large installed bases. The use cases, the integration challenges, and the adoption dynamics are known to us. We don't learn them on your engagement.

05

We Build for Scale, Not Just for Launch

The architecture we design is built to hold up as your business grows — more product lines, more facilities, more channels, more complexity. The system you launch should be the foundation for the next stage, not something that gets replaced 18 months later when the seams start to show.

"The problem in most manufacturing businesses is not that Salesforce doesn't work. It's that it was deployed as a CRM when the business needed an operating model. The two are not the same project."

TwoPir Consulting — Salesforce-first architecture, ERP integration, process design, and commercial infrastructure for manufacturers that need their systems to hold up at scale.
Full architecture, build, and rollout from greenfield
Salesforce rescue and operating model redesign
ERP-to-Salesforce integration and data architecture
Ongoing scale support, reporting, and optimization
Common Questions

Answers Before the First Call

How does Salesforce improve quoting for complex manufacturers?+
Salesforce CPQ brings product configuration rules, pricing logic, discount governance, and multi-level approval workflows into one guided process. Instead of building quotes manually in spreadsheets and chasing approval through email, sales teams work through a structured process that produces accurate proposals faster — with margin and approval visibility built in. For manufacturers with configurable products, long pricing structures, or custom lead time dependencies, CPQ changes the quoting experience materially.
Can Salesforce connect with our ERP without replacing it?+
Yes — and this is one of the most important things to understand about Salesforce in a manufacturing context. Salesforce is not designed to replace your ERP, and we would not propose doing so. It is designed to be the system that manages commercial relationships, activity, and communication — while the ERP continues to run inventory, production, finance, and fulfillment. TwoPir builds the integration layer between those two systems so that commercial teams have operational data available in Salesforce without logging into the ERP, and operations gets clean, structured commercial inputs rather than email attachments.
What is Salesforce Manufacturing Cloud and does my company need it?+
Manufacturing Cloud is Salesforce's purpose-built layer for manufacturers that adds account-based forecasting, run-rate agreement management, and sales-versus-actuals performance visibility. It is particularly valuable for businesses that sell through long-term volume agreements, blanket orders, or distributor relationships where actual purchases need to be tracked against contracted commitments. Whether you need Manufacturing Cloud depends on your commercial model. TwoPir helps you make that determination early — before you purchase licenses you don't need or skip capabilities that would change how leadership sees the business.
Can TwoPir fix an underperforming Salesforce setup at a manufacturing company?+
Yes. A significant portion of manufacturing engagements begin with a Salesforce environment that is technically live but operationally weak — low adoption, disconnected integrations, incomplete data, and reporting that leadership doesn't trust. TwoPir audits the current architecture, process design, integration points, usability, and data quality. We then redesign the system around how the business actually operates, not how it was configured during the original implementation.
How do you handle inventory visibility inside Salesforce?+
We integrate Salesforce with your inventory and ERP systems to surface stock levels, location-level quantities, service parts availability, and fulfillment risk within the workflows that need it — quoting, opportunity management, and service case management. This does not require replacing your inventory platform. It requires connecting it so that the people making customer commitments can see what the business can actually deliver, and the people managing service calls can confirm parts availability before dispatching a technician.
How is TwoPir different from a standard Salesforce implementation partner?+
Standard implementation partners optimize for delivery of the platform — they scope features, configure the system, and close the project at go-live. TwoPir optimizes for whether the platform improves operating performance. That changes the structure of the engagement significantly: it starts with operating model design rather than requirements gathering against a template, it includes integration architecture as a first-class concern rather than a project phase, and the accountability extends beyond go-live into whether the system is used and whether it delivers the outcomes the business needed.
Next Step

If Your Commercial and Operational Systems Don't Talk to Each Other, the Cost Is Already Showing Up

Delayed quotes, order visibility gaps, service coordination failures, and leadership reporting that's always a week behind — these are not isolated frustrations. They are symptoms of a connected systems problem that TwoPir is built to solve. If your manufacturing business is growing faster than its operating infrastructure, this is the right conversation.

Book a Strategy Call See Our Manufacturing Work
Speak with a team that understands manufacturing operations, Salesforce architecture, and what it takes to connect commercial and operational systems at scale.