Account & opportunity management
Keep new business, established customers and agreed actions in a shared view.
Explore Salesforce consulting ↗Salesforce for Manufacturing
Salesforce for
manufacturing.
Built for connection.
Bring sales, partners and service into the same picture.
Connect customer commitments with order context and after-sales work, so teams can coordinate the next step with confidence.
✓ Dedicated specialists✓ Scope built around your needs
Align accountsConnect operationsSupport customers
What a connected experience makes possible
From the first opportunity
to the next service request.
Keep commercial commitments
connected to operational context.
- 01
Agree
Align opportunities, account plans and customer commitments.
- 02
Connect
Bring relevant order and product information into view.
- 03
Coordinate
Keep sales, partners and operations working together.
- 04
Support
Track after-sales requests, ownership and follow-up.
Built forIndustrial manufacturersOEMs & equipment makersComponent suppliersDealer & distributor networks
Your next step
Where do sales and
operations need to connect?
Bring your accounts, partner network and current systems. We’ll define a useful first workflow and the delivery plan behind it.
Discuss your manufacturing needs A focused conversation about your requirements.Your conversation brief
Three things we’ll work through.
- 01
Your commercial priorities
Account planning, partner management or service.
AccountsPartnersService - 02
Your operating systems
ERP, order management and asset information.
ERPOrdersCRM - 03
Your rollout requirements
Business units, owners and support needs.
TeamsScopeHandover
Where we help
Salesforce for the work
around your products.
Connect the customer relationship
across sales, channels and service.
Sales agreements & forecasting
Align account commitments and forecast inputs with the available order information.
Dealer & distributor relationships
Coordinate partner contacts, opportunities, requests and follow-up.
Explore custom development ↗ERP & order visibility
Bring relevant product, order and fulfillment context into Salesforce through agreed interfaces.
Explore integration services ↗After-sales service workflows
Connect customer requests with asset context, ownership and service actions.
Reporting & platform support
Maintain data quality, commercial dashboards and a prioritized enhancement backlog.
Explore managed support ↗Salesforce integration for your industry
Your operating systems.
A connected customer view.
A clear role for every platform.
Useful context for each team.
Your manufacturing ecosystem
ERP & financeSAP · Product masters · Customer accounts
Orders & operationsOrders · Inventory · Fulfillment
Assets & service platformsInstalled assets · Service history
SalesforceAccounts, partner relationships and customer service workflows.
The teams it supports
Sales & account teamsCommitments, opportunities and order context
Dealers & distributorsRelationships and coordinated requests
Customer serviceAsset context and next actions
Illustrative architecture. ERP, manufacturing and service systems keep their agreed responsibilities. Data ownership and update frequency are defined for each interface.
Explore integration services ↗
People, process & governance
The relationship continues
after delivery.
Give service teams the customer, product and request context they need. Keep handoffs clear as work moves between your organization and its partners.
- Customer & asset context
- Visible service ownership
- Partner coordination
- Connected follow-up
How we work
Built around your
business and operations.
Sales, service and technology.
One coordinated rollout.
- 01
Map
Agree customer workflows and operational dependencies.
- 02
Connect
Configure Salesforce and the required interfaces.
- 03
Validate
Test account, order and service handoffs.
- 04
Roll out
Train teams and launch by agreed unit or function.
Expertise you can see
Our Certifications & Awards
Clutch & UpCity recognition
Independent perspectives.
Long-standing partnerships.
Why Zivoke
Customer relationships.
Operational understanding.
- Commercial priorities and system roles aligned
- Integration included in the implementation plan
- Training and ongoing support for your teams
A connected delivery plan
Bring Salesforce configuration, custom workflows and ERP integration together. We help your teams define what changes, who owns it and how it will be supported.
Meet your Salesforce partner ↗Common questions
Salesforce for manufacturing.
Your questions answered.
Talk through your requirements ↗How can Salesforce support a manufacturing business?
Salesforce can connect customer relationships, opportunities, partner activities and service workflows. Relevant information from ERP and operational systems can help teams understand orders, commitments and next actions without recreating every system in CRM.
Do we need Manufacturing Cloud?
We assess your account planning, sales agreement, forecasting and service requirements against your current Salesforce setup. Manufacturing Cloud may fit industry-specific needs; products and licenses are confirmed as part of the solution scope.
Can you integrate Salesforce with SAP or another ERP?
Yes, subject to available interfaces and access. We define the records and processes to connect, the system of record for each data type, synchronization frequency and the way errors are handled.
Will Salesforce replace our production planning or inventory system?
The agreed architecture defines each platform’s responsibilities. ERP, manufacturing execution and inventory platforms can continue to manage their core operations, while Salesforce brings selected context into customer-facing workflows.
Can you support sales agreements and account forecasting?
We can assess agreement tracking and forecasting workflows using the appropriate Salesforce products. The design depends on the measures you need, the available order data and how your teams review and update forecasts.
Can you connect dealers and after-sales service teams?
We can configure partner relationship and service workflows around your operating model. Scope may include request routing, asset context, partner collaboration and reporting, with access and product requirements agreed during discovery.
Can you improve our current Salesforce org and support it afterward?
Yes. We can review data quality, configuration, integration and system performance, then prioritize improvements. Training, handover and managed support are agreed around your teams and ongoing responsibilities.
Let’s talk about what’s next
Connect your commercial
and operational teams.
Bring your priorities and current systems.
Let’s define the next step together.