Industries
We know the work behind the order.
Our experience comes from running Salesforce inside a large manufacturer and delivering for logistics and financial services clients. That shapes what we recommend and what we build.
01
Manufacturing
Quotes, dealer networks, configured products and long service lives. Our team has spent years running Salesforce Sales and Experience Cloud inside a large US manufacturer.
Where time is lost
- Quotes assembled by hand from price books and spreadsheets
- Dealers and distributors calling in for order status
- Warranty and service history spread across systems
What we build
- Dealer and distributor portals on Experience Cloud
- Agentforce agents for quote requests and order status
- CRM to ERP integration for orders, pricing and inventory
02
Logistics & Distribution
High inbound volume and customers who want answers now. We have delivered Salesforce for global logistics clients, including Classic to Lightning migrations.
Where time is lost
- Shipment status questions filling inboxes
- Rate requests that wait hours for a reply
- Account data split across regions and tools
What we build
- Service agents that answer tracking and delivery questions
- Rate request intake with automatic qualification
- Customer self-service portals
03
Financial Services
Relationship-driven sales with strict data handling. We have delivered Salesforce for financial services clients with role-based access designed in from the start.
Where time is lost
- Onboarding steps tracked in email and spreadsheets
- Advisors spending time on data entry
- Audit questions about who changed what
What we build
- Guided client onboarding with approvals
- Meeting summaries and follow-ups drafted for review
- Field history and access controls aligned to policy
04
Professional & Field Services
Firms that sell expertise and schedule people. We connect pipeline, proposals, scheduling and billing so nothing falls between them.
Where time is lost
- Proposals rebuilt from scratch for each deal
- Scheduling handled outside the CRM
- No clear view of utilization or margin
What we build
- Proposal generation from CRM templates
- Booking and scheduling tied to opportunities
- Dashboards for pipeline, utilization and revenue
Don't see your industry?
The patterns carry across industries: inquiries, records, orders and service. Tell us about your process and we'll tell you honestly whether we can help.