Salesforce CRM for the Manufacturing Industry

By Praveen Kumar 3 min read

Manufacturers and Distributors across the world are utilizing Customer Relationship Management tools like Microsoft Dynamics CRM and Salesforce in unique ways to achieve amazing results. From complex tasks like opportunity and sample request management, and equipment tracking to operational chores such as call plans, trip reports, and trial management, manufacturing and distribution companies look to CRM to create efficient solutions to grow their businesses and provide an improved customer experience.

4 reasons why CRM is important

  • CRM enables the transformation of people, process, and technology required to become a customer-centric organization.
  • CRM is not just a software that allows for the recording of customer interactions and accurate histories. It also helps share knowledge across departments within a company.
  • CRM is not a product. It is not even a suite of products. CRM is a business philosophy that touches upon many independent parts of the organization. CRM addresses the Sales, Marketing, and Services activities of the organization.
  • CRM helps manufacturers in several ways when it comes to managing their channel relationships.

Why is Salesforce the best fit for the Manufacturing Industry?

When evaluating options for CRM solutions for the manufacturing sector, not just any CRM is enough. To address the nature and complexity of the manufacturing industry, you need a powerful technology like Salesforce. But what differentiates Salesforce from others? Here are some key reasons:

Excellent Customer Experience

Every organization aspires to give its customers a royal treatment. Imagine how much time is wasted in just searching for the correct answer to what may be, a simple question from your customer. Salesforce helps you manage critical information like warranty or service issues to assist you with day to day service calls and inquiries.

Boosting Sales

Your biggest goal is to increase your sales. Salesforce helps you capture vital data and provide useful insights to boost sales

Expansion to new Horizons

Even though a bulk of your orders may continue coming from your existing customers or your best-selling product, it is always a good strategy to expand to new clients, products and geographies. Salesforce can help you track the selling process and make the team more organized and focused, and this is bound to show results in a new initiative.

Improved Planning and Productivity

Salesforce comes with an easy to use interface, which makes it easier to drive user adoption. The system also helps to eliminate duplicate and manual entries, which saves valuable time and improves productivity.

3 ways Traditional Manufacturers Use Salesforce

Many companies talk about a customer revolution, it means knowing your customers, listening to your customers or in many cases listening to their devices (see the Internet of things), and engaging in a closer 1 to 1 relationship that was not previously possible.


Look at why you are winning or losing customers. What are customers saying about you in social media. How, where, and how regularly are you engaging your customers? Where do you need to apply technology to achieve a closer connection with your customers?

Customer Delight

Salesforce comes with an easy to use interface, which makes it easier to drive user adoption. The system also helps to eliminate duplicate and manual entries, which saves valuable time and improves productivity.

Partner/ Indirect Channels Management

Many manufacturers sell through networks of partners and not direct to the public. Relying on indirect channels to sell on your behalf means manufacturers need to stay close to their partners; they need to do all the following:

  • Collaborate
  • Communicate
  • Educate
  • Support
  • Reward

Provide a Partner Community using Salesforce Communities to give your partners a collaborative environment where they are supported, listened to, and where they can easily transact business with you since you are using a single solution.

Application Consolidation & Modernization

CIOs clearly want to rationalize their application and platform portfolio.

  • Out of the box products like Sales Cloud, Service Cloud, and Marketing Cloud
  • The mobile capabilities of Salesforce1
  • 3rd party AppExchange applications
  • The platform integration to connect backend systems

The beauty is that is that it’s one platform, one data model, one set of users, and one set of profiles on top of a powerful set of capabilities.

Explore Additional Resources

Learn how you can select the best Digital Services platform for your business.

Learn how our Salesforce Expertise will help our clients increase their customer and vendor engagement across their digital enterprise by implementing suitable ERP & CRM Systems.


Over the past 20 years, we have completed thousands of digital projects globally. We have one of the largest and deepest multi-solutions digital consulting teams in the world. Our proprietary processes and years of Digital Experience expertise have earned us a 97% customer satisfaction rating with our clients ranging from Global Fortune 1000 to Mid-Market Enterprises, leading educational institutions, and Non-Profits.

About TA Digital

TA Digital is the only global boutique agency that delivers the “best of both worlds” to clients seeking to achieve organizational success through digital transformation. Unlike smaller, regional agencies that lack the ability to scale or large organizations that succumb to a quantity-over-quality approach, we offer resource diversity while also providing meticulous attention to the details that enable strategic success.

Over the past 20 years, TA Digital has positioned clients to achieve digital maturity by focusing on data, customer-centricity and exponential return on investment; by melding exceptional user experience and data-driven methodologies with artificial intelligence and machine learning, we enable digital transformations that intelligently build upon the strategies we set into motion. We are known as a global leader that assists marketing and technology executives in understanding the digital ecosystem while identifying cultural and operational gaps within their business – ultimately ushering organizations toward a more mature model and profitable digital landscape.

Recognized in 2013, 2014, 2015, 2019, and 2020 Inc. 5000 list as one of the most successful technology companies in the United States, TA Digital is pleased also to share high-level strategic partnerships with world class digital experience platform companies like Adobe, SAP and Salesforce and possess global partnerships with industry leaders such as Sitecore, Episerver, Elastic Path, BigCommerce, AWS, Azure and Coveo.

Praveen Kumar

Written By

Praveen Kumar

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