Salesforce Manufacturing Cloud

Manufacturers today face growing challenges in managing sales, service, and operational efficiency. As businesses strive to handle long-term agreements, forecasting, inventory, and warranties, the need for an all-encompassing system becomes critical. Their business challenges are on:

• Lack of transparency between sales and operations, leading to forecast misalignment.

• Difficulty managing complex sales agreements, particularly in long-term projects.

• Inaccurate demand forecasting, causing either overproduction or stock shortages.

• Inefficient warranty and service management, leading to customer dissatisfaction.

• Disjointed account planning outside core systems, making it harder to fully understand customer needs, achieve long-term alignment, or conduct competitor analysis.

Salesforce Manufacturing Cloud

Salesforce Manufacturing Cloud, with its industry-tailored features, empowers manufacturers to streamline commercial operations and efficiently manage service engagements. It offers a comprehensive solution, seamlessly integrating sales agreements, forecasting, service operations, and inventory management.

• Sales Agreements and Forecasting: Salesforce Manufacturing Cloud empowers account managers to manage long-term agreements, providing enhanced predictability for ongoing business through sales agreements. Its Advanced Account Forecasting feature allows manufacturers to create accurate forecasts based on customer demand, ensuring seamless operational alignment with real-time insights.
• Inventory Management and Supply Chain Efficiency: Salesforce offers real-time visibility into stock levels and movement across various locations, including warehouses and distribution centres. By automating product information transfers, Salesforce eliminates data silos, ensuring consistency across the supply chain and the production process.
• Visit Reports: The Visit Management feature enables manufacturers to plan and conduct field visits with partners, distributors, or suppliers. With actionable templates and metrics, teams can track performance and ensure that every necessary task is completed during each visit, resulting in more productive and measurable field operations.
• Account Planning: Salesforce’s new Account Planning tool enables manufacturers to strategically manage long-term relationships by developing detailed plans for key accounts. This feature ensures that teams are aligned with business goals, track performance, and anticipate future needs—resulting in deeper collaboration and more valuable customer engagements.
• Business Rule Engine: Salesforce’s Business Rule Engine automates decision-making processes to maintain consistency across operations. Manufacturers can apply standardised rules for pricing, approvals, and workflow management, reducing manual errors and increasing overall operational efficiency.
• Warranty Lifecycle Management: Manufacturing Cloud’s robust warranty management capabilities allow manufacturers to seamlessly manage warranty claims, adjudication, and supplier recovery. By automating these processes, businesses can reduce manual errors and enhance the customer experience, providing transparency from warranty creation through to claim adjudication.
• Service Console for Manufacturing: For service operations, Salesforce’s Service Console for Manufacturing offers a comprehensive view of assets and service requests. Service teams can optimise field operations, manage warranties, and even forecast service demand based on asset usage data.

In a nutshell, with Salesforce Manufacturing Cloud, you can:

• Unify sales, service, and operational data for informed decision-making.
• Accurately forecast demand and align production schedules.
• Strengthen partnerships and customer relationships through account planning and visit reports.
• Boost customer satisfaction by streamlining service processes and warranty management.

Why Choose Gauri?

At Gauri, we have extensive experience working with leading manufacturers across the UK, giving us a deep understanding of manufacturing processes and the critical components of a streamlined operational framework. With decades of expertise in CRM and ERP systems, we are well-equipped to help you build a sustainable operating model powered by Salesforce Manufacturing Cloud.