Manufacturing

Regional manufacturer

Quote, order, and service split across CPQ, ERP, and a queue. Sales and Service around that desk. Clients asked not to be named.

Founded 2022 · Founder in the Salesforce MVP Hall of Fame · Dubai HQ · Kochi studio

The engagement

Three stops, quoted from the note.

  1. Before

    The week as it was

    Quote, order, and service split across CPQ, ERP, and a queue.

  2. The week

    What we built

    Sales and Service around quote-to-cash and installed-base work. ERP stays the source for the shop floor. Write-back with errors visible.

  3. After handover

    What stayed

    Integrations write back with an owner.

Illustration of the kind of week. Not a named-client result.

Before, and the week

What the week looked like.

A regional manufacturer. They are not named here. The week is the one we already publish on the manufacturing page: quote, order, and service lost between systems.

Makers lose the order between CPQ, ERP, and a service queue. A previous integration can drop failures. Service cannot see what shipped.

We implement Manufacturing Cloud or Sales and Service around that desk. Integrations write back with an owner. We will not invent a logistics or conversion percentage.

What we will stand behind is the process: the quote the plant will accept, the asset service can see, and errors that surface. There is no published dollar figure for this work.

What changed

What we will stand behind.

Before

What changed

Salesforce and the plant disagreed on the customer and the SKU.
The quote matches what ERP will accept.
Service could not see what shipped last week.
Installed-base service sees the same asset the plant sees.
A previous integration can drop failures.
A failed integration is visible instead of silent.
Illustration of the kind of week. Not a named-client result.

Where the same work fits

The same week, other desks.

  • Example

    Sales operations lead at a Riyadh HVAC distributor

    Today: Quotes go out with prices the ERP later rejects.

    After: The quote matches what the ERP will accept, and a failed sync is visible.

    MuleSoft
  • Example

    Service manager at a Dubai lift maintenance company

    Today: Technicians arrive without the history of the unit they are fixing.

    After: Service sees the same asset record the installer left, with its jobs on it.

    Mindcat Maintain
  • Example

    Operations head at a Kochi medical equipment distributor

    Today: Service tickets sit in a queue that cannot see what shipped.

    After: Installed-base service reads the shipment from the ERP.

    Service Cloud
Examples of the work, not case studies. Roles and cities are typical of the desks we see.

The honest no

When we are the wrong partner.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

Ours looks like this

We work in manufacturing and logistics and right now, leads go cold before anyone replies.

Industry
Problem

Brief: Manufacturing. Quote, order and service split across systems. An agent on a named process. A reviewer on the exceptions.