A B2B manufacturing and sustainability organization partnered with Trinity Relationship Management for ongoing Salesforce administration, development, integration, and process consulting. The engagement focused on improving how Salesforce supported reporting, field operations, customer service, quoting, communications, analytics, and connectivity with the organization’s ERP environment.

Salesforce & ERP Integration for Manufacturing Operations

  • Supporting Salesforce across a complex industrial and B2B operating environment.

  • Connecting CRM activity with critical information maintained in an external ERP system.

  • Improving visibility into field-service work orders and operational data.

  • Giving users and leadership more flexible access to Salesforce reporting and analytics.

  • Supporting evolving customer-service and quoting processes.

  • Maintaining Salesforce without relying exclusively on internal technical resources.

CHALLENGES

SOLUTION

  • Ongoing Salesforce Administration & Development: Provided configuration, troubleshooting, custom development, user support, training, automation improvements, and CRM strategy guidance.

  • ERP & Field Service Integration: Supported integration between Salesforce Field Service and the organization’s ERP environment to exchange work-order information.

  • Operational Analytics: Brought ERP data into Salesforce to support analytics and greater visibility across systems.

  • AI & Einstein Consulting: Provided guidance around Salesforce Einstein capabilities and potential uses within the organization.

  • Communications Integration: Supported RingCentral integration within the Salesforce environment.

  • Customer Service & Quoting: Consulted on customer-service processes and configured Salesforce to better support the organization’s quoting workflow.

RESULTS

  • Established an ongoing Salesforce support model spanning administration, development, integrations, and business-process consulting.

  • Improved the foundation for connecting CRM, field-service, and ERP information.

  • Expanded Salesforce’s ability to support operational analytics and reporting.

  • Created opportunities for greater visibility into work orders and other operational data from within the CRM environment.

  • Supported more structured customer-service and quoting processes.

  • Provided a scalable framework for continued Salesforce optimization as business requirements evolve.

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