Salesforce for Manufacturing
Power up production. Automate operations. Deliver service with precision. From factory floor to field service, Salesforce brings your teams, data, and customers together — helping you scale sustainably, respond faster, and gain real-time control over your operations.
“Modern manufacturers need more than just systems — they need smart, connected platforms that scale with their business. That’s where Salesforce shines.”
Ben Coleman, CEO, Performa IT
Why Salesforce for Manufacturing?
Salesforce helps manufacturing businesses streamline operations, strengthen partner relationships, and improve the post-sales experience.
Whether you’re looking to:
- Manage sales, assets, and service in one place
- Automate quoting, scheduling, or field service
- Equip your agents and engineers with real-time data
- Connect with partners, resellers, or distributors
…Salesforce gives you the visibility and tools to do it — and Performa helps you get it right.
What We Help You Do
Configure, Price, Quote
Automate complex quoting processes with speed and accuracy. No more manual calculations or missed opportunities.
Service Intelligence
Use AI to proactively resolve service issues before they become complaints. Speed up field service with smart routing and technician support.
Connected Data
Break down silos between CRM, ERP, stock and asset management. Gain full control from raw materials to aftercare.
Smart Scheduling
Automate resource planning, engineer scheduling and customer follow-up to increase operational efficiency.
Partner Enablement
Support third-party suppliers, distributors, and dealers through secure, branded Experience Cloud portals.
Trusted by global organisations
Frequently asked questions
Can Salesforce integrate with ERP or MRP systems?
Yes – Salesforce can be integrated with ERP and MRP systems like SAP, NetSuite, or Oracle, giving you a unified operational view.
What types of manufacturers does Salesforce support?
Salesforce supports all kinds — from high-end bespoke manufacturers to large-scale producers and global supply chain operations.
Can it support field service teams?
Absolutely. Salesforce Field Service helps you optimise technician scheduling, manage jobs in real-time, and delight customers on-site
Can I automate warranty management and returns?
Yes. Salesforce can track product lifecycle data, streamline warranty claims, and handle returns with full customer visibility.
How quickly can we see value from an implementation?
Many clients begin seeing real impact within a few weeks — especially with quick start solutions focused on sales or service.
Will Salesforce help us meet compliance requirements?
Yes. Salesforce’s robust auditing, permissions, and tracking features can help you stay compliant with industry regulations.
Is it suitable for B2B manufacturers?
Absolutely. Salesforce was built for complex B2B sales cycles and supply chain relationships — and we customise it to your model.
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
