- Manufacturing
- B2B
Client Overview
Vertex Manufacturing is a mid-sized industrial manufacturer serving the automotive and electronics industries through multiple production facilities and an expanding distributor network. As the business grew, managing sales, partners, and after-sales service across disconnected systems became increasingly challenging.
To manage this growth, Vertex Manufacturing wanted to create a centralized platform that would improve operational visibility, enhance collaboration between internal teams and external partners, and reduce manual processes and data silos across the organization.
Technology
Salesforce
Industry
Manufacturing
Project Type
CRM Implementation
Country
USA
Key Challenges
As Vertex Manufacturing continued to grow, several operational challenges began to impact efficiency and partner support. Disconnected systems and manual processes limited visibility across teams and slowed decision-making across the organization.
Sales teams and distributors were working in silos, relying on separate tools and spreadsheets, which resulted in inconsistent data, duplicate records, and delayed insights. Leadership also lacked real-time visibility into sales pipelines, order status, forecasts, and distributor performance, as reporting was largely manual and often outdated.
After-sales service and warranty tracking were managed offline, leading to longer resolution times, tracking errors, and a poor customer experience. Additionally, existing systems struggled to support rapid growth, making it difficult to onboard new distributors and manage growing service volumes without increasing manual effort.
Solutions
To create a scalable and connected system, we implemented Salesforce as a unified platform for sales, service, and partner operations.
Centralized all distributor, reseller, and key customer accounts into a single system to ensure data consistency, clear ownership, and stronger collaboration.
- Automated lead, opportunity, and order workflows to reduce manual entry and give sales teams real-time visibility into pipeline progress.
- Configured Salesforce cases to manage service tickets, warranty claims, and maintenance requests, standardizing processes and improving resolution times.
- Built a secure partner self-service portal so distributors can place orders, track shipments, and submit support requests independently.
- Created custom, role-based dashboards and reports to provide real-time insights into sales performance, production demand, service volume, and partner activity for faster decision-making.
Key Features
The implementation focused on streamlining operations while improving transparency across the supply chain.
- Centralized distributor and account data
- Automated sales and order workflows
- Warranty and service case management
- Partner self-service portal
- Real-time reporting and forecasting
Each feature was tailored to match Vertex Manufacturing’s operational structure and growth plans.
Projects in Figures
4
Months Duration
960
Estimated Man Hours
Team Size
Applied
Technologies
More Screens
Showcasing how the new design and feature integrations help the client offer a more accessible, user-friendly, and seamless experience for their customers.
