- Manufacturing
- B2B
Client Overview
Vertex Manufacturing is a mid-sized manufacturing company producing industrial components for the automotive and electronics sectors. With multiple production facilities and a fast-growing distributor network, the company needed a centralized platform to manage sales, partners, and after-sales service.
The primary goal was to improve operational visibility, scalability, and collaboration across internal teams and external partners while reducing manual effort and data silos.
Technology
Salesforce
Industry
Manufacturing
Project Type
CRM Implementation
Country
USA
Key Challenges
As Vertex Manufacturing scaled, several operational gaps became clear. These issues affected efficiency, visibility, and the ability to support partners effectively.
- Disconnected Sales And Distributor Data: Sales teams, distributors, and internal stakeholders relied on separate tools and spreadsheets. This created inconsistent data, duplicate records, and delays in decision-making.
- Limited Pipeline Visibility: Leadership lacked real-time insight into sales pipelines, order status, forecasts, and distributor performance. Reporting was manual and often outdated.
- Manual Service And Warranty Tracking: After-sales service requests and warranty claims were handled offline. This led to longer resolution times, tracking errors, and poor customer experience.
- Scalability Constraints: Existing systems could not support rapid growth, new distributor onboarding, or increasing service volume without additional manual work.
Solutions
We implemented Salesforce as a unified platform to centralize sales, service, and partner operations. The solution was designed to scale with the business while improving visibility and automation across teams.
- Unified Account And Partner Management: All distributors, resellers, and key customer accounts were centralized into a single system. This ensured consistent data, clear ownership, and improved collaboration between internal teams and partners.
- Sales Pipeline Automation: We automated lead, opportunity, and order workflows to reduce manual data entry and improve accuracy. Sales teams gained a clear, real-time view of pipeline status and deal progression.
- Service And Warranty Management: Salesforce cases were configured to manage service tickets, warranty claims, and maintenance requests. This standardized processes, reduced resolution times, and improved tracking and reporting.
- Partner Self-Service Portal: A secure partner portal was built to allow distributors to submit orders, track shipments, and log support requests independently. This reduced administrative workload and improved partner satisfaction.
- Custom Dashboards And Reports: Role-based dashboards provided real-time insights into sales performance, production demand, service volumes, and partner activity. Leadership could now make faster, data-driven decisions.
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.
