INDUSTRIES · MANUFACTURING

CRM for manufacturers, from lead to after-sales

Long sales cycles, big projects, complex service. We build Salesforce around how manufacturers sell and serve, connected to ERP, finance and the apps your teams use in the field.

Talk to Sales Client stories

clients in this industry

01 — WHAT WE FIX

From scattered data to one way of working

before

Customer data grows fast and is spread across people and spreadsheets
Key opportunities are hard to spot and teams work alone
Big, long projects are at risk when a salesperson leaves
Quotes go out without a clear customer confirmation
No live view of projects, forecasts, contracts, invoices and payments

after

One customer master in Salesforce, with leads assigned automatically
Opportunities tracked by stage, with deal teams around the key ones
Every account linked to its contacts, projects and contracts, so history stays with the company
Approval flows, and customer confirmation at the key quote steps
Reports and dashboards for every team, Power BI when you need more

02 — WHAT WE BUILD

A manufacturer's CRM, end to end

A typical design, delivered in phases: Sales Cloud first, then service, marketing and analytics, on Salesforce Lightning Enterprise.

Phase one covers master data, customers, projects, commerce and the core integrations
Later phases add multichannel service: customer portal, WeChat service account, cloud phone, live chat, field dispatch and surveys

Front endsSales portal (WeChat mini-program)WeCom for non-sales staffSalesforce for managers and marketing

Master dataProductsPricesOrganizationPermissionsTeams

CustomersCampaignsLeadsAccountsContacts

ProjectsStagesTasksProject teamsQuotesAutomation

Commerce and serviceContractsReceivablesService casesReportsDashboards

Connected systemsERPOAPMSHRWeComWeChat

03 — CLIENT STORIES

Projects we have delivered for manufacturers

MANUFACTURING · WOODWORKING MACHINERY

Salesforce for HOMAG's China team

Built on the design HOMAG's German headquarters already runs, plus what the China team needs: requirements, design, development, testing and go-live
Service objects, business processes and automation designed and built in Salesforce
Power BI connected to Salesforce for live analysis, beyond standard reports and dashboards
Change requests and maintenance ever since

Sales Cloud Service Power BI Ongoing support

MANUFACTURING · WOODWORKING MACHINERY

Moving 15 years of Salesforce to Salesforce on Alibaba Cloud

years of data and automation

business interruption at cutover

systems re-integrated

A gap assessment and compliance plan before anything moved
Data cleansed and desensitized, then loaded into the Alibaba Cloud org
ERP, finance and WeChat mini-program interfaces rebuilt; permissions and workflows adapted to Chinese rules
Rounds of functional and performance testing, then a rehearsed cutover

Migration Data localization Integration

MANUFACTURING · WATER-QUALITY INSTRUMENTS

Sales Cloud with HACH's own processes

Standard Sales Cloud extended with custom development: a customer survey when a case closes, custom sales approvals and a custom tender process
Met HACH's strict IT management and audit standards
Followed HACH's global release path, with test scripts and trained UAT testers at every stage

Changyun sandboxQAFull sandboxProduction

Sales Cloud Custom development Release management

and on the factory floor

Our digital twin team builds line simulations and twins on Inovance VUP, so new lines are proven in the virtual world before commissioning.

Explore Digital Twin

Keep exploring

SalesforceConsulting, implementation, integration, support IT DeliveryCustom apps, mini-programs, integration, BI Project ManagementPlans, milestones, change control, SLAs Digital TwinLine simulation and twins on Inovance VUP

READY TO TALK?

Tell us what you need. We'll get back to you as soon as possible.

Share your goals, timeline or task list, and our team will take it from there.

Talk to Sales admin@changyunnetwork.com