Skip to content
Salesforce for manufacturing

CRM for manufacturing companies that want to connect sales, service and data better

In manufacturing, customer relationships rarely arise from simple standard processes. Products need explanation, sales cycles are long and relevant information is often spread across CRM, ERP, service and production. Aviando helps you build Salesforce so sales, after-sales and management can work more reliably.

Manufacturing does not need another data silo

Many manufacturing companies have strong products, experienced teams and grown customer relationships. Still, everyday work often lacks a shared view of leads, quotes, orders, service cases, machines, spare parts or forecasts.

This is exactly where Salesforce becomes relevant. Not as a replacement for ERP or production systems, but as a connecting platform for customer-facing processes. We help you define this role cleanly, deliver it technically and make it usable inside the company.

And we do not only think about configuration. What is decisive is that business units understand how Salesforce makes their work easier and which information really has to be maintained.

Focus

Why Salesforce becomes relevant in manufacturing

In many manufacturing companies the truth does not live in a single system. ERP shows orders, production and supply chains. Service knows problems, asset history and spare parts. Sales works with opportunities, quotes and customer relationships. Management needs reliable forecasts.

Salesforce can bring these perspectives together in a customer-oriented way. The result is a CRM that does not just manage contacts, but prepares decisions, improves collaboration and makes growth opportunities visible.

This becomes especially valuable when sales, service and after-sales are not viewed in isolation. Whoever knows which assets are in use, which service cases occur and which quotes are open can serve customers more deliberately.

In detail

Our approach

01

Target picture first, then system logic

We start with your real workflows. How do leads arise? Who assesses potential? Which steps does a quote need? Where does ERP data flow in? Which information does service need? From this comes a target picture that stays understandable on the business side and deliverable technically.

02

Think CRM and ERP through together cleanly

Salesforce does not have to map everything. What matters is which data is needed in the CRM and which stays leading in ERP. We clarify objects, interfaces, responsibilities and data flows so teams do not have to mediate between systems.

03

Connect sales and after-sales

After the sale, the most valuable part of the customer relationship often begins. Service cases, spare parts, maintenance, extensions or follow-up projects deliver important signals. We help you make this information visible and map it usefully in Salesforce.

04

Plan for adoption from the start

A good setup achieves little if teams work around it. That is why we involve users early, explain decisions and enable admins and key users to develop Salesforce confidently.

05

Modernise step by step

Not every process has to be rebuilt at once. Often a clearly prioritised start with sales, the quote process, service or reporting is enough. The platform can then be extended in a targeted way.

Use cases

Typical use cases

Complex lead and opportunity processes

With products that need explanation, the number of leads is not the only thing that counts. What matters is which enquiry has potential, which technical clarification is needed and when sales should actively follow up. Salesforce creates structure for assessment, handover and next steps.

Quote processes with several stakeholders

Individual requirements quickly make quoting effortful. A clean CRM process supports coordination, documentation, follow-up and transparency over open decisions.

After-sales and service in one view

Service requests, complaints, maintenance or spare-part needs influence customer satisfaction and follow-on business. Salesforce helps make these signals visible and derive better care from them.

CRM and ERP integration

When order status, customer data or product information only sit in individual systems, follow-up questions and duplicate upkeep arise. A suitable integration reduces friction and improves collaboration between sales, service and operations.

Forecasting and management reporting

Long sales cycles need reliable pipeline data. Dashboards and reports help spot risks earlier, assess potential and prepare decisions on a sounder basis.

Enablement for business units

In manufacturing, Salesforce only works when the platform fits real ways of working. Training, role logic and understandable processes increase acceptance and reduce shadow solutions.

Services

Our services

Salesforce strategy for manufacturing

We develop a CRM target picture for sales, service, after-sales and management. We prioritise requirements by value, effort and organisational maturity.

Implementation and further development

Aviando configures Salesforce so processes are mapped clearly. From lead management through opportunities to reporting, the result is a solution that helps in everyday work.

Integration with ERP and further systems

We connect Salesforce with relevant applications such as ERP, the website, document management or service tools. That way information reaches where it is needed.

Reporting and forecasting

Together we define metrics, dashboards and reports that do not just show data, but support decisions.

Agentforce and AI in the CRM

When data basis and processes fit, we assess concrete AI use cases. For example, for conversation preparation, summaries, service support or prioritisation in sales.

Training and support

We enable admins, key users and business units to use Salesforce confidently. After go-live we guide optimisation, questions and further increments.

Overview

What improves

A good Salesforce setup does not automatically make manufacturing processes simpler. It makes them more visible, more traceable and easier to steer.

  • Sales spots relevant potential earlier. Service works with more context. Management gets more reliable forecasts. Teams reduce manual coordination and use a shared foundation for customer-facing decisions.
  • The result is not an isolated CRM project, but a step towards more transparency, efficiency and customer proximity.
Focus

When Salesforce alone is not yet the right starting point

Sometimes the problem does not lie in the CRM first. When master data is unclear, ERP processes run untidily or responsibilities are missing, the foundation should be clarified before a larger implementation.

In such cases we start with structure. Which data is leading? Which processes should improve first? Which teams have to be involved? From that comes a realistic roadmap instead of an overloaded project.

Intro call

Sounds like a Salesforce setup that fits manufacturing better?

Thorsten Winkels, co-founder and managing director of Aviando, looks with you at your current sales, service and data processes. Together you clarify where Salesforce can support you today, which systems have to be taken into account and which next step makes sense.

Thorsten Winkels, Co-Founder & Managing Director at Aviando
Thorsten Winkels
Co-Founder & Managing Director