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Manufacturing Cloud For Sales and Service Users



The manufacturing industry is undergoing massive digital transformation post covid era. Companies are trying to innovate their businesses so they can succeed. Manufacturers are looking for solutions that helps them to better understand their customer in manufacturing supply chain operation. With advent of CRM analytics, artificial intelligence customers are looking to gather actionable insights, so they build more trusted relationships with their customers. Salesforce Manufacturing Cloud is a platform that helps you manage your entire book-of-business and customer service lifecycle, while increasing collaboration and transparency between sales, operations, and partners.


Image Source: Salesforce Trailhead

Without cloud CRM in place few of the challenges faced by manufacturing customers are :
  • Birds eye view of planned and actual product revenues and quantities
  • Flexibility to change sales plans based on factors such as production issues, customer requests, and recession
  • Visibility into product inventory levels
  • Automatic updates to the actual product quantities based on fulfilled orders
  • Information on product performance across accounts so that the team can make market-driven decisions
  • Ability to track changes to quantity and revenue numbers made by colleagues during the company’s quarterly planning period
  • Ability for manufacturers and partners to collaborate in real timeThe solution to above challenges have been answered by salesforce manufacturing cloud.
Manufacturing Cloud is packed with features such as sales agreements, account forecasts, advanced account forecasting, CRM Analytics for Manufacturing Cloud , account manager targets and much more to help customers in manufacturing supply chain operation .

What Are the Benefits of Using Manufacturing Cloud?
  • Manufacturing Cloud can help your business:
  • Modernize your commercial operations
  • Manage, grow, and forecast your entire top-line revenue
  • Transform your service experiences
  • Consolidate customer interactions into a single source-of-truth
  • Simplify and strengthen your partner engagements
  • Make faster, more informed decisions with actionable analytics
Who Can Use Manufacturing Cloud?
  • Original equipment manufacturers (OEMs)
  • Production suppliers
  • Distribution or aftermarket manufacturers
  • Process manufacturers
  • Oil and gas producers
  • Companies that manage run-rate, on-going, or long-term business
  • Companies that want to manage their end-to-end rebate incentive strategies
How Does Manufacturing Cloud Work and What Can It Do?

First, let’s go over how business transactions are represented in Manufacturing Cloud.

Planned : New business or one-off business is tracked by using opportunities and quotes. Run-rate or long-term negotiated business is tracked using sales agreements, contracts, or both.

Actuals : Actual business is tracked using orders placed against contracts, sales agreements, quotes, and opportunities.

Now let’s see what you can do with Manufacturing Cloud’s industry-specific apps, features, components, and tools.

Manufacturing Cloud for Sales
  • Make your run-rate business more predictable and track customer compliance by using Sales Agreements. Run-rate business is also called committed or renewal business, and is sometimes less formal, such as a handshake deal or a verbal agreement.
  • Create robust and powerful account forecasts by using Advanced Account Forecasting. These forecasts can inform your demand plans as they show planned and actuals alongside historical orders or other measures. You can also view forecasts by regions, product categories, or other custom dimensions.
  • Collaborate and engage with dealers, distributors, reps, and resellers in the self-service Experience Cloud portal. Partners can work on leads, sales agreements, forecasts, and so on.
  • Grow your business by using Account Manager Targets for currency or non-currency measure types that you assign to team members.
  • Operationalize market and program forecasts by using Program Based Business. Import and derive forecasts based on your customer or market forecasts with the goal of creating business opportunities.
  • Help your sales managers schedule dealer and distributor visits by using Partner Visit Management. During visits you can monitor performance, follow up on sales agreements, and capture key metrics.
Manufacturing Cloud for Service
  • Deliver excellent customer service from the unified Service Console for Manufacturing. The console and its industry-focused service components let customer service representatives (CSRs) have a 360-degree view of customer engagements. They can respond and solve issues more quickly while providing consistent, meaningful, and personalized interactions
  • Record and track the details of assets and warranties for the products that you either sell or install
  • Forecast service revenue and spare parts demand by using the flexible advanced account forecasting framework.
  • Collect feedback using surveys to develop a voice of the customer and gain actionable insights by using Feedback Management.
Automation Tools

Automate customer-focused digital experiences for your entire business with Flow Builder and the suite of tools included in Flow for Manufacturing, formerly known as Digital Process Automation.

Salesforce Trailhead to get satretd with manufacturing cloud : 

Learn more about manufacturing cloud for both sales and service users using salesforce designed trailmix .

https://trailhead.salesforce.com/users/strailhead/trailmixes/manufacturing-cloud

A quick overview video from salesforce on Manufacturing cloud for sales and service :


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