Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → How We Help
What we deliver for manufacturing firms.
Salesforce Manufacturing Cloud + CPQ
Account plans, sales agreements, demand forecasting, and CPQ configured for your product hierarchy and channel structure.
Channel partner platforms
Experience Cloud-based dealer/distributor portals with lead distribution, deal registration, co-marketing, training, and pipeline visibility.
ERP-CRM integration patterns
Proven bidirectional sync between Salesforce and NetSuite, SAP, or Dynamics covering accounts, opportunities, orders, invoices, and inventory.
Field service and warranty
Field service mobility, warranty workflows, parts and inventory management, and AI-augmented service operations.
Aftermarket parts and service tracking
Salesforce data model and workflows specifically for aftermarket revenue, parts orders, service contracts, warranty claims, and customer lifecycle value.
Channel sell-through analytics
Integration with distributor systems and POS feeds for true sell-through visibility, not just sell-in revenue.
Common Challenges
What we see in manufacturing.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Channel and partner sales complexity
Distributors, dealers, reps, every channel relationship has its own pricing, registration, deal protection, and visibility expectations.
CPQ for configured products
Configurable products with thousands of SKUs and channel-tier pricing exceed what most CPQ implementations can handle without significant architecture.
Forecasting against capacity
Sales forecasts that ignore production capacity are exercises in optimism. Connecting demand forecasting to capacity planning is a real integration problem.
Service and warranty workflows
For most manufacturers, aftermarket service is the most profitable part of the business, and the worst supported by their systems.
Aftermarket parts and service revenue tracking
Aftermarket revenue is often the most profitable part of the business and the most poorly tracked in CRM.
Distributor and dealer reporting visibility
Knowing what sells through versus sells in is hard. Most manufacturers cannot see the bottom of their channel.
Regulatory & Compliance Matters
What we navigate in manufacturing.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
ITAR / EAR Export Controls
Controlled item tracking, deemed export risk, and customer screening workflow for regulated products.
FDA / GMP (Medical Devices, Food)
Lot traceability, batch records, complaint handling, and FDA 21 CFR Part 11 electronic records compliance.
ISO 9001 / AS9100 / IATF 16949
Quality management system evidence, corrective action workflows, and audit-ready documentation.
Conflict Minerals (Dodd-Frank 1502)
Supply-chain due diligence and SEC reporting workflows for 3TG minerals.
OSHA Recordkeeping
Injury and illness logs, near-miss tracking, and OSHA 300/300A workflow at the plant level.
EPA / RCRA / TSCA
Hazardous waste tracking, chemical inventory reporting, and environmental compliance evidence.
Signature Service Categories
The major manufacturing practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
Channel & Dealer Enablement
PRM portals, deal registration, channel pricing, and dealer training infrastructure.
CPQ & Quote-to-Order
Configured CPQ for complex products, channel pricing tiers, and ERP-integrated order placement.
Field Service & Aftermarket
Field Service Lightning, warranty management, parts and service revenue tracking.
ERP-CRM Integration
Bidirectional NetSuite, SAP, Dynamics integrations covering accounts, orders, invoices, inventory.
Manufacturing AI
Demand forecasting AI, document AI for RFPs and bids, and AI-augmented sales engineering.
Other Platforms
The technology stack we typically deploy here.
Salesforce Manufacturing Cloud
Salesforce CPQ / Revenue Cloud
Experience Cloud for partners
NetSuite / SAP / Dynamics integrations
Field Service Lightning
PLM integrations (Windchill, Teamcenter)
Warranty platforms
IoT-connected service workflows
Anthropic Claude for sales engineering
Demand forecasting platforms
Integration Ecosystem
The platforms we connect to in manufacturing.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Salesforce Manufacturing Cloud
NetSuite ERP
SAP S/4HANA
Microsoft Dynamics 365
Plex Systems
IQMS / DELMIAworks
Infor CloudSuite Industrial
Epicor Kinetic
Sage X3
Acumatica
MasterControl QMS
ETQ Reliance
Plant floor MES (Rockwell, Siemens)
EDI providers (TrueCommerce, SPS)
Snowflake
Tableau / Power BI
PROS CPQ
Configure One
How Clients Engage Us
Four ways to work with us on manufacturing initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
Manufacturing-specific diagnostics across sales, service, channel, and operations.
Fixed-Scope Implementation
Defined projects for CPQ, PRM portals, ERP integrations, or field service.
Managed Services
Ongoing platform administration for global manufacturers running 24/7.
Fractional Technology Leadership
Senior manufacturing technology leadership for mid-market manufacturers.
Outcomes We Deliver
The metrics we actually move for manufacturing clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Quote turnaround time
Reduced
Order entry errors
Reduced
Forecast accuracy (90 days)
Increased
On-time delivery rate
Increased
Service ticket resolution time
Reduced
Distributor portal adoption
Increased
Signature Frameworks
Proprietary methodologies for manufacturing work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
CPQ Modeling Method
Our approach to modeling configurable products in CPQ that handles real-world option dependencies, lead times, and pricing rules.
ERP-CRM Order Bridge
A reference pattern for ERP-CRM integration that keeps customer-facing reps in CRM while ERP remains system of record for inventory and finance.
Distributor Portal Reference Design
Battle-tested portal architecture for distributor self-service, joint pipeline, MDF management, and co-selling.
Service Operating System
Our framework for connecting field service, depot repair, parts, warranty, and customer self-service into one continuous workflow.
Featured Insight
Insight & analysis from our manufacturing team.
Practitioner-level analysis from the consultants delivering the work.
Revenue Operations
Case Study
Recent manufacturing success story.
Sales Cloud
A building-products manufacturer grew new accounts 203% after replacing mailed-in paper forms with Salesforce
A window manufacturer whose reps still mailed in handwritten forms moved to Sales Cloud and grew from 34 to 103 new accounts in a single year.
203%
Growth in new accounts
34→103
Accounts in one year
Our Capabilities
How we help manufacturing clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move manufacturing forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
Book a Consultation →