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Salesforce systems built for industrial and manufacturing workflows.

We help manufacturers, distributors, OEMs, and industrial services companies whose sales, production, and finance teams are still stitched together with spreadsheets.

Sales teams can't see inventory, capacity, or production status. Quoting complex, configurable products still relies on spreadsheets and tribal knowledge, and ERP and CRM disagree on the numbers. In industrial operations, those gaps become missed shipments, margin leaks, and frustrated customers.

Your systems should connect the floor to the front office rather than force your team to reconcile them by hand. Counter Code designs Salesforce and ERP architectures for manufacturers, distributors, and industrial services companies, with practical, scalable workflows that grow with the business.

We start by mapping your quote-to-cash and production motion. From there we implement Salesforce workflows and ERP integration for clean handoffs, then operationalize backlog, margin, and forecasting reporting so leaders can see the business in real time.

WHAT WE BUILD

Solutions We Build

Salesforce capabilities tailored for industrial & manufacturing.

SOLUTION 1

CPQ for Configurable Products

Complex product configuration with accurate pricing, BOMs, and approval routing.

SOLUTION 2

ERP Integration Architecture (MuleSoft)

Reliable bi-directional sync between Salesforce and ERP for accounts, orders, inventory, and invoices.

SOLUTION 3

Order-to-Cash Automation (Flow)

Streamlined workflows from order entry through fulfillment and invoicing, with fewer manual handoffs.

SOLUTION 4

Inventory & Backlog Visibility (Sales Cloud)

Real-time inventory and order status inside Salesforce so sales can commit dates with confidence.

SOLUTION 5

Partner & Distributor Portals (Experience Cloud)

Self-service portals for channel partners to place orders, track status, and access documentation.

SOLUTION 6

Margin & Forecasting Dashboards (CRM Analytics/Tableau)

Financial visibility across products, customers, and channels, with margin, backlog, and forecast in one place.

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Industries

Complex pricing and configuration made reliable and repeatable.

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Connect Salesforce with ERP, QuickBooks, and custom systems.

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Dashboards and reports that drive confident decisions.

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